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The Field Service Order Bank Report provides a consolidated view of all revenue linked to jobs and associated equipment.
It allows finance, operations, and management teams to:
Monitor revenue from stock items, non-stock items, miscellaneous invoices, minimum charges, mileage, callouts, and clock hour surcharges.
Track revenue per branch, customer, job, and equipment.
Analyse financial data for completed jobs or jobs still in progress within a specified date range.
Review nominal codes, cost centres, and departments for accurate financial allocation.
Support reporting for accounting, auditing, and operational decision-making.
This report is essential for maintaining visibility of field service operations and ensuring accurate revenue recognition.
Getting There
To access this report:
• Select the Business Intelligence module.
• Click the Reports module.
• Navigate to the Finance category.
• Select the Field Service Order Bank report module.
• Choose the desired filters (explained below), then click Apply to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine the jobs and revenue displayed.
Branch: Filters the report based on the branch selection from the main Service Geeni interface.
Last Posting / Posting To Date: Filters the report based on the date the job was completed. If a job is not yet completed, the job creation date is used.
Customer Account: Filters the report by the selected customer account number associated with jobs.
Job: Filters the report by selected job numbers.
Equip. ID: Filters the report by the selected equipment ID linked to the job.
Include Invoiced Jobs: Optionally includes jobs that have already been invoiced.
Tip: Combine filters to analyse revenue by branch, customer, reporting period, or specific jobs.
Column Breakdown and Key Fields
Scroll up and down to view all the entries.
Column Name | Description |
Branch | Branch description of the job. |
Job No. | Unique, auto-generated number of the job. |
Customer No. | Customer account number linked to the job. |
Sales Rep. | Sales representative associated with the job. |
Customer Name | Name of the customer account. |
Cluster Name | Parent equipment ID. |
Customer Reference | Customer reference number linked to the job. |
Order Revenue | Revenue from the job, including stock, non-stock, and charges. |
VAT | VAT amount applicable to the job revenue. |
Total Inc. VAT | Total revenue including VAT (Order Revenue + VAT). |
Date Of Last Posting | Start date of the reporting period. |
Posting To Date | End date of the reporting period. |
Nominal | Cost code nominal applied to the order charge. |
Cost Centre | Cost Centre assigned to the order charge. |
Department | Department code linked to the order charge. |
Insight: Regular review of this report helps identify revenue trends, verify nominal and cost centre allocation, and ensure all revenue streams are accounted for across jobs, branches, and customers.
The Field Service Order Bank Report provides full visibility of revenue generated from field service jobs within Service Geeni.
By using this report, teams can:
• Ensure all revenue from field service jobs is accurately captured.
• Reconcile job-related charges, VAT, and total revenue.
• Monitor revenue performance by branch, customer, job, or equipment.
• Validate correct allocation of nominal codes, cost centres, and departments.
• Identify missing charges or discrepancies in mileage, callout, or clock hour surcharges.
Run this report weekly or monthly to maintain accurate revenue tracking, support financial reporting, and improve operational decision-making across the business.