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 |