Ops Visibility · For growing trade & field operations
See which jobs are over budget—and what’s waiting to be billed.
Bring job, labor, and billing data into a clearer operating view with Power BI and Microsoft Fabric — so managers stop reconciling late job-cost numbers, WIP surprises, and field-service software ↔ accounting mismatches by hand.
Built for companies running field-service software (or a similar field system) who need trusted job profitability and billing visibility.
Where visibility usually breaks
These are common operating frictions — illustrative patterns, not SnapBiz case studies.
Late or conflicting job-cost numbers
Labor posts after the review meeting. Materials and estimates disagree. Leaders wait on a spreadsheet rebuild before they trust the week.
WIP that doesn’t match what field teams believe
Work-in-progress and billing holds sit in different tools. What’s ready to invoice is unclear until someone hunts it down.
Field-service software and accounting that never quite agree
ServiceTitan, Jobber, or another field-service system shows one story; QuickBooks or your GL shows another. Month-end becomes reconciliation theater.
What a clearer job-cost / WIP review can look like
A walkthrough aligned with the homepage narrative: a manager reviews a cost exception on Job #4821, checks linked source records, and assigns a follow-up. Not a live customer system, and no recovered-revenue claim.
Illustrative demo · Synthetic data
Job-cost workflow · Job #4821
Illustrative demo · Synthetic dataReview cost exception
Manager opens Job #4821. Labor is $1,240 over estimate. Source systems disagree on hours posted Friday.
Estimate
$18,400
Actual
$19,640
Variance
+$1,240
- AccountingMaterials billed · $6,420INV-20481
- Field operationsJob open · HVAC retrofitWO-4821
- Time trackingFri overtime · +6.5 hrsTE-9912
Connected workflow
- 1Exception surfaces in dashboard
- 2Supervisor reviews linked records
- 3Follow-up assigned with due date
- 4Dashboard shows review status
How Power BI and Microsoft Fabric help
- Connect job, labor, and billing signals so exceptions surface in one operating view instead of competing exports.
- Use Microsoft Fabric so job, labor, and accounting definitions stay consistent as those sources change.
- Put WIP and billing holds where managers can act — without promising a profit lift or inventing ROI numbers.
“We already have ServiceTitan / Jobber reports.”
Native field-service software reports are often right for day-to-day field work. Ops Visibility is about the cross-system view — when job cost, WIP, and accounting need a shared definition leaders will trust. If your native reports already answer that, we say so. We do not invent a replacement pitch for tools that already work.
What changes for the people running jobs
No prices or turnaround times on this page. They depend on your field system and your accounting.
- 1
The number you don't trust
Job cost, WIP, or what is ready to bill — and where field software and accounting disagree.
- 2
A view for the weekly review
Managers see the exception, the records behind it, and who should follow up. Power BI is the usual place that view lives.
- 3
It stays current
Optional help so the refresh and the definitions still hold as jobs and crews change.
Tell us which job-cost or billing number you don't trust. We'll follow up within 2 business days.
What to bring to the conversation
When you reach out, a short note on these three points helps us prepare — no lengthy RFP required:
- Company — who you are and how field work is organized today
- Systems / field-service software — e.g. ServiceTitan, Jobber, or another field system, plus accounting
- Unreliable decision — which weekly or month-end call you don’t fully trust today (job cost, WIP, billing readiness)
Background only: SnapBiz founder Aditya Bholla has enterprise analytics experience from environments where hundreds of analysts depended on trusted definitions — that shapes how we approach this work. It is not a SnapBiz customer count or case-study claim.
Prefer the broader practice overview? Data & Analytics · SnapBiz home
Tell us which job number you don't trust.
Company, field software, and the cost or billing decision that is unreliable. We'll follow up within 2 business days.
Discuss an Ops Visibility Diagnostic