October 2022 Revenue Metric update:

Starting in October 2022, the Job revenue metric in reporting and on the dashboard will be updated to exclude tips and taxes. This correction to our revenue calculation makes revenue accurate to your business performance and helps you make better business decisions.

The revenue metric helps evaluate your job performance, as it's the total dollar value of the jobs you complete. Revenue trends help you understand the size of the jobs you complete, your pricing, and how effective your employees are at selling. Both tax and tips are not representative of the true value of your jobs, and universally not part of revenue calculations, since your business does not keep these funds.

Why are taxes excluded from revenue?

Tax artificially inflates revenue. It is not money that your business generated for work completed, but rather funds that are owed due to regulations. Excluding it from revenue ensures you are making business decisions based on the work you do.

Why are tips excluded from revenue?

Similar to tax, tips artificially inflate revenue. Tips are not part of the job or service price, and shouldn't be included in job revenue, as they are owed to employee(s) in your business and not to the business itself.

Job metric calculations:

Metric

Definition

Notes

Average gross profit

The average gross profit of jobs, or the sum of all gross profit divided by number of jobs

Average job size

The average revenue of jobs, or the $ sum of all job revenue divided by number of jobs

Zero dollar jobs (callbacks) are included in this metric by default. If you want to exclude, use the callback job field to mark these jobs. Use filters menu to deselect these jobs

Avg rating

The average customer rating for any completed jobs

Includes only reviews sent to HCP

Commission cost

Sum of commission cost.

When viewing by employee, only shows costs associated with that employee. Must be using commissions feature to view this metric.

Commission cost % of rev

Commission cost divided by job revenue.

Includes all commission cost when viewing by employee. Must be using commissions feature to view this metric.

Hours per tech per job

The average of on job time (hours) that a technician logged across selected jobs

If time was not tracked on a particular job, that job will be excluded in the average. Must be using time tracking to see this metric

Job count

The total number of jobs

Job revenue

Job subtotal minus discounts. Excludes taxes and tips

Labor cost

Sum of labor cost.

When viewing by employee, only shows costs associated with that employee. . Must be using job costing to view this metric.

Labor cost % of rev

Labor cost divided by job revenue

Includes all labor cost when viewing by employee. . Must be using job costing to view this metric.

Material cost

Sum of material cost

Must be using job costing to view this metric.

Material cost % of rev

Material cost divided by job revenue

Must be using job costing to view this metric.

Miscellaneous cost

Sum of miscellaneous cost

Must be using job costing to view this metric.

Miscellaneous cost % of rev

Miscellaneous cost divided by job revenue

Must be using job costing to view this metric.

Profit margin

Gross profit divided by job revenue

Must be using job costing to view this metric.

Total cost

Sum of labor, material, commission and miscellaneous cost

Includes all labor and commissions costs when viewing by employee. . Must be using job costing to view this metric.

Total on job hours

The sum of on job time (hours) that a technician logged across selected jobs

Must be using time tracking to see this metric

Total travel hours

The sum of travel time (hours) that a technician logged across selected jobs

Must be using time tracking to see this metric

You can view your job metrics according to three action dates:

Action Date

Definition

Job created date

Date & time the job was created in HouseCall Pro

Job scheduled date

Date & time as the job appears on the calendar

Job completed date

Date & time the job was marked finished

Estimate metric calculations:

Metric

Definition

Notes

Conversion rate

Percentage of estimates that were approved, out of the total approved and declined estimates

Excludes open estimates

Won value

Total value of approved estimates

Includes copied to job

Won count

Total count of approved estimates. Includes copied to job

For estimates with multiple options, approved counts when one option is approved or copied to a job

Lost value

Total value of declined estimates

For estimates with multiple options, the maximum value is used

Lost count

Total count of declined estimates

For estimates with multiple options, all options were declined

Open count

Total count of undecided estimates

For estimates with multiple options, all options are open

Open value

Total value of undecided estimates

For estimates with multiple options, the maximum value is used

Action Date

Definition

Estimate created date

Date & time the estimate was created in HouseCall Pro

Leads metric calculations:

Leads metrics are only available to Orgs using the Pipeline Feature.

Metric

Definition

Notes

Conversion rate

Percentage of leads that were approved, out of the total approved and declined estimates

Excludes open leads

Open count

Total count of open leads

Won count

Total count of approved leads

Includes copied to job or copied to estimate

Lost count

Total count of lost leads

Action Date

Definition

Lead created date

Date & time the lead was created in HouseCall Pro

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