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Reporting

Reporting in Housecall Pro empowers you to build the reports you actually want, rather than having to settle for cookie cutter reports pre determined for you.

14 articles
JBricelyn Jones avatarC
Written by James Nichols, Bricelyn Jones and Coach at HCP

Job Costing Reporting

Understand how our job costing reports work
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Written by James Nichols. Updated over a week ago

Material Usage on Jobs Report

Report on material needed for upcoming jobs, as well as what material has been used on jobs to stay on top of costs and restocking
Bricelyn Jones avatar
Written by Bricelyn Jones. Updated this week

Personalized Dashboard Templates

New templates available in your reporting suite upon reporting dashboard creation
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Written by James Nichols. Updated over a week ago

Year in Review

How to find your yearly metrics using Housecall Pro Reporting
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Written by Coach at HCP. Updated over a week ago

Call Conversion Rate Reporting

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Written by James Nichols. Updated over a week ago

Sold by employee

Track and report on line item sales by employee
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Written by James Nichols. Updated over a week ago

Estimate Conversion Rate Reports

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Written by James Nichols. Updated over a week ago

Lead Conversion Rate Reporting

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Written by James Nichols. Updated over a week ago

Reporting Dashboard

Our reporting dashboard brings all of your favorite and most useful reports into one spot.
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Written by James Nichols. Updated over a week ago

How are metrics calculated on the reporting tab?

Learn how metrics on the reporting tab are calculated
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Written by James Nichols. Updated over a week ago

Commissions Report

Report on commission cost by employee
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Written by James Nichols. Updated over a week ago

How do I View, Customize and Save Reports on the Reporting Tab?

Creating reports on the reporting tab
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Written by James Nichols. Updated over a week ago

Multi-location/Franchise Reporting

Report across all of your child locations
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Written by James Nichols. Updated over a week ago

Royalty Payments Report (Franchisors)

Franchisors can export a list of payments across all locations
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Written by James Nichols. Updated over a week ago