The data story

Your data — in, alive, and out. How easy. How safe.

The power and freedom to collect data from the field is at a whole new level — and it never gets trapped here. This page is the whole arc: how it gets in, what it becomes, and every way it comes back out.

01 · In — how easy

Three doors in. Pick the one you already have.

Drag in a spreadsheet
Excel, CSV, or a Google Sheet — rows become live data, and even dispatched jobs, in minutes.
Live on-prem sync
A secure agent syncs your SQL database or FSM (dESCO ESC and friends) — filters run on your side, so PII never leaves the building.
API or your AI
Push over REST, or point your AI at /mcp and tell it to connect the data itself.
The Matchmaker
Point it at any raw table; it proposes the whole mapping — entity, columns, keys — wired and ready.
Only changes travel
Ten million rows, two hundred edits? Two hundred writes. Sync detects what actually changed.
Your own business keys
Records addressed by your customer #, location #, unit # — never our internal ids.

02 · Alive — the part nobody else has

Snapshots become changes. Changes become variances. Variances become trends.

Every record keeps its history automatically — no setup, no discipline required. So you (and your AI) can see what nobody could see before: breakdown frequency by unit, temperature drift by site, agreement rates by crew. Just by being connected.

Then layer on the field: four visits to one site by two different techs isn't paperwork — it's a dataset. Human activity becomes datapoints you gather and apply: spot the trend, tighten the quote, improve the process.

The payoff: quote that customer's PM contract from empirical data — real visits, real service history, real performance numbers your techs captured on site. Not a guess.

Who else can do this? Nobody — because nobody else gets techs to actually capture it. Let's be real: mobile apps don't work on a 110-degree roof installing a chiller. Texting does — with an AirPod in your ear. Workflows techs love, in the thread and in the ear — that's why this data exists at all.

As-of & rewind

Any record as it looked at any moment — even things since deleted. Month-end close, on demand.

Variance replay

A whole cross-department report replayed at monthly snapshots, every change highlighted.

AI that reads time

Trends, drift, and history analyzed in one pass — every number grounded in a real query, never guessed.

Field data on top

Photos, readings, GPS, signatures — every visit adds structured datapoints to the same record.

03 · Output — reports & proof

The smarts are built in. Trend it, chart it, send it.

Views and Reports do the Power BI moves right in the platform — with the AI Copilot setting them up for you in plain English.

Report builder
Cross-entity questions — ten joins deep — answered live, no export step.
Branded PDF reports
Compose fresh layouts — or fill a vendor's PDF form automatically on every job.
Proof packets, automatic
The proof-of-service PDF builds itself the moment work completes — photos and signatures embedded.
Charts, delivered
Live chart surfaces on screen — or pushed to the team's thread on a schedule.
The Answer Center
Every run's full Q&A tree — answers, photos, GPS, timestamps — with Excel and CSV export.
Email it
Reports and forms go out on your schedule, in your brand, in each reader's language.

04 · Out — never hostage

Or point real Power BI straight at it.

A key and a few clicks — ServiceProof answers like a Microsoft SQL Server. Power BI, Tableau, Excel, SSMS, Grafana, ODBC from anything, cloud or on-prem. Live field data, time-travel, and your business context as real tables — no driver, no export step, no lessons for your BI team.

Power BITableauExcelSSMSODBC · anythingZapierWebhooks out

05 · How safe

Easy would mean nothing if it weren't safe.

Every change, remembered
Who changed what, when — captured at the database layer. An audit trail that can't be skipped.
Your systems stay in charge
We're deliberately not your source of truth — data flows in, gets enriched, and flows back.
PII stays home
On-prem sync filters run on your side of the wall — excluded rows never leave.
Files that expire
Every photo and document serves through signed, auto-expiring links.
Fine-grained roles
Twenty-six distinct permissions — no all-or-nothing superuser, ever.
Privacy with teeth
Right-to-erase reaches everywhere — records, conversations, files, even AI-side uploads.

Start free

Connect something this afternoon.

Drag in a spreadsheet, or point your AI at /mcp — and watch the field start filling your data with life.

Start a free trial See it in Power BI Every feature, in plain English