There are a handful of items not displayed within Housecall Pro's report dashboard that appear once the report has been exported and opened in Excel or Numbers.
Information shown on an exported report includes:
Customer--email address, first & last name (not just display), company, mobile & home phone numbers
Invoice-- line items, payment history (including methods), credit card fees, taxable amount, finished time, and the times and dates the invoice was sent
SCHEDULING INFORMATION
A.) Invoice Number
The invoice number that is tied to the job, including segments (which include a '-' between invoice and segment number)
B.) HCP ID
This is an internal identifier for our Engineers
C.) Created At
The date in which a job was created within Housecall Pro
D.) Date
Time/Date the job is scheduled to start
E.) End Time
Time/Date the job is scheduled to be completed
F.) Travel Duration
The number of minutes between 'On My Way' and 'Start'
G.) On Job Duration
The number of minutes between 'Start' and 'Finish'
H.) Total Duration
The number of minutes between 'On My Way' and 'Finish'
Travel Duration & On Job duration combined
CUSTOMER PROFILE INFORMATION
NOTE: If invoice was scheduled for a child account, the child
account's information will show
I.) Customer
Customer's 'Display Name'
J.) First Name
Customer's first name
K.) Last Name
Customer's last name
L.) Email
Customer's email address
M.) Company
Customer's company name
N.) Mobile Phone
Customer's mobile phone number
O.) Home Phone
Customer's home phone number
P.) Customer Tags
Any tags on the customer's profile
INVOICE DETAILS
Q.) Address
The service address (broken down in columns R, S, T, U, and, V)
R.) Street
S.) Street Line 2
T.) City
U.) State
V.) Zip
W.) Description
The first service item of the invoice (if multiple)
X.) Line Items
All service line items included in the invoice along with the price per item
Y.) Amount
Total amount due for the invoice
Z.) Labor
The total amount for services/line items minus any discounts
This does not include any materials listed on the invoice
AA.) Materials
The total amount for any and all materials listed within the materials section
AB.) Subtotal
Total due before taxes and/or discounts
AC.) Payment History
Time, date, payment method, payment notes, and amount of payments made
Includes all partial payments
AD.) Credit Card Fee
If paid by credit card, this shows the fee pulled from that amount
AE.) Paid Amount
Total amount paid by customer
AF.) Due
The unpaid, remaining balance of the invoice (if any)
AG.) Discount
The discounted amount in terms of dollars (even if originally input as a percentage)
AH.) Tax
The total amount of tax added to the invoice
AI.) Taxable Amount
The sum of services and materials that were marked as taxable on the invoice
AJ.) Tax rate
The name and percentage of the tax rate applied to the invoice
AK.) Job Tags
Any and all job tags that were added to the invoice
AL.) Notes
Any 'Private notes' that were included of the job itself
AM.) Employee
The employee(s) that were assigned/dispatched to the job
AN.) Job Status
In Progress = If 'On My Way' or 'Start' has been clicked but 'Finish' has not
Unscheduled = If the job has been created but not assigned to a time/date
Scheduled = If the job has been scheduled
Done = If 'Finish' has been marked
AO.) Finished
When 'Finish' was clicked on the invoice
AP.) Payment
Due = The remaining amount due on the invoice
Paid = The entire amount has been paid
Partial Refund = A partial refund was made on the invoice, does not mean their is a remaining balance
Payment Failed = the payment failed and is awaiting to be paid
Processing Payment = payment has been taken and is currently being processed
Refund Failed = the refund was not successfully issued to the customer
Refund in Progress = a refund was initiated but has not yet been issued
Refunded = the refund was successfully issued to the customer
Sent to Customer = The invoice has been sent to the customer without any option to pay online
Sign off Sent = The invoice has been sent with the option to pay online
AQ.) Invoice Sent
Timestamps for each individual time the invoice was sent to the customer
AR.) Window
The arrival window that was set for the invoice
AS.) Attachments
The number of attachments that were sent to the customer with the invoice
Does not display the actual attachments sent
AT.) Segments
The number of segments the invoice has.
All invoices will show at least 1 segment (the original reads as its own segment)
AU.) HC Job
If the job was booked through the Housecall Pro consumer app or not
Y = Yes, booked through the consumer app
AV.) Tip Amount
The tip amount if a customer included a tip when paying credit card
AW.) Online Booking Source
What site the invoice was booked through if it came from an online booking
Includes: My Website, Housecall Marketplace and Housecall App