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The Service Invoice Report provides a detailed financial overview of service invoices generated from completed jobs within a selected period.
This report enables finance teams, service managers, and operational users to:
• Review invoiced service activity across customers, sites, and engineers.
• Analyse labour, travel, callout, parts, and sundry charges in one consolidated view.
• Monitor invoice totals, costs, profit values, and profit margins.
• Support financial reconciliation, auditing, and management reporting.
Only completed jobs with raised invoices are included, ensuring the report reflects accurate and finalised financial data.
Getting There
To access the Service Invoice Report in Service Geeni:
• Open the Business Intelligence module.
• Click on the Reports sub-module.
• In the Reports window, navigate to the Finance category.
• Click the Service Invoice Report module to open the report.
• Select the required filters (explained below), then click the Apply button to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to refine which service invoices are displayed.
Branch: Filters the report by branch (depot). Defaults to the branch selected in the main Service Geeni interface. When All Branches is selected, specific branches can be manually chosen.
Period: Filters the report based on the Invoice Date. Only invoices raised within the selected date range are included.
Customer Account: Displays invoices raised for selected customer accounts only.
Site: Filters invoices linked to specific customer sites.
Charge Code: Filters jobs based on the charge or cost code applied.
Engineer: Limits results to jobs completed by selected engineers.
Equip. ID: Filters invoices associated with specific equipment.
Pro tip: Combine filters to perform branch-level, customer-level, or engineer-level financial analysis.
Column Breakdown and Key Fields
Each row in the report represents a chargeable element associated with a service invoice, including job details, labour, travel, parts, and profitability data.
Column Name | Description |
Customer | Customer account name of the invoice. |
Area | Customer account site postcode associated with the invoice. |
Job No. | Unique and automatically generated job number raised to the invoice. |
Organized By | First and last name of the user or portal user who raised the job. |
Entered By | Engineer name or user who completed the job. |
Invoice No. | Unique invoice number generated by the system. |
Call Date | Date when the job was created. |
Completed Date | Date when the job was completed. |
Invoice Date | Date the invoice was raised or created. |
Standard Labour | Total standard labour charge amount (labour rate × labour hours). |
Overtime Labour | Total overtime labour charge amount (overtime rate × labour hours). |
Travelling | Total travelling charge amount (travel rate × travel hours). |
Travelling OT | Total overtime travelling charge amount. |
Callout Charge | Total callout charge including callout, fixed price, and miscellaneous turnover. |
Mileage | Total mileage charge amount based on chargeable miles. |
Sundries | Total environmental charge amount. |
Product Group | Product group name of the stock item on the invoice. |
Model No. | Product group description of the stock item. |
Part No. | Stock item number or miscellaneous item number. |
Description | Stock item or miscellaneous item description. |
List Price | List price of the issued stock item. |
Discount | Discount amount applied to the issued stock item. |
Invoiced Price | Total selling price of the issued stock item. |
Profit Margin | Profit margin percentage calculated from profit value and invoiced price. |
Profit Value | Total profit value calculated as invoiced price minus cost price. |
Carriage Charge | Total carriage charge amount from miscellaneous items. |
Congestion Charge | Total congestion or toll charge amount from miscellaneous items. |
Waste Oil | Total waste oil charge amount from miscellaneous items. |
Total | Total selling amount of the invoice including all charges. |
Insight: Reviewing Profit Margin and Profit Value helps identify high-performing jobs, customers, or engineers, as well as areas where costs may be exceeding expectations.
The Service Invoice Report provides full visibility of invoiced service activity within Service Geeni.
By using this report, teams can:
• Monitor service revenue and profitability accurately.
• Validate invoice totals against labour, travel, and parts usage.
• Support audits, reconciliations, and management reporting.
• Make informed decisions using reliable invoice-level financial data.
Run this report monthly or quarterly using appropriate filters to ensure invoice accuracy, identify trends, and maintain strong financial control across service operations.