Housecall Pro

How to View Your Graph in a Legacy Report

How to Search in Your 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 Reports from the Customer List

Getting Started

Use the Commissions Report to view commission costs and sales performance by employee over time.

Commissions Report

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

Conversion Rate Reporting

Understand how our job costing reports work

Job Costing Reports

Reports and metrics to help dive into your service plan data

Service Plan Reporting

Payments Export

Job & Estimate List Reporting

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

Service Line Items on Jobs Report

How to generate business unit reports and filter business units on other reports.

Reporting: Business Units

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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

Franchisors can export a list of payments on jobs across all locations.

Payments Report (Franchisors)

Franchise Reporting

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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