Housecall Pro

How to View Your Graph in a Legacy Report

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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.

Reporting

Create new, filter, share, schedule and save your reports from your dashboard.

Managing Reports

Learn how metrics on the reporting tab are calculated

How are metrics calculated on the reporting tab?

Get the data you want in Housecall Pro through the Customer list tab.

Creating a new report from Customer List

Getting Started

Commissions Report

Report and take action on the customer leads, calls and estimates

Conversion Rate Reporting

Reports and metrics to help dive into your service plan data

Service Plan Reporting

Payments export

Filter your Jobs and Estimates in the new reporting feature under the Customers tab.

Customers - Create Jobs & Estimates Reports

Understanding and customizing your estimates on jobs report

Estimates on Jobs Report

Keeping track of materials in Housecall Pro

Effective Strategies for Inventory Tracking and Reporting

Understanding and customizing your Invoices report.

Invoices Reporting

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Individual Reports

Our reporting dashboard brings all of your favorite and most useful reports into one spot.

Reporting Dashboard

Track your progress, manage and advance your business goals, streamline your business.

Reporting business insights

Learn how to analyze your advanced reports and a few tips & trick on how to leverage this data for your staff and customers

Reporting Tools for MAX Pros

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Franchisors can export a list of payments across all locations

Payments Report (Franchisors)

Franchise Reporting

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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