Company Dashboard

The main view into your business. Each section, explained in depth here.

+4

17 articles in this collection
Written by Jil O., Erin, Alexa Greenberg and 4 others

Dashboard Report - Open Invoices

Written by Abbey W.
Updated over a week ago

Exported Report Breakdown

All fields and descriptions of information that appears in an exported report.

Written by Abbey W.
Updated over a week ago

Dashboard 101

Written by Mason Sloan
Updated over a week ago

Overdue Invoices Dashboard Report

View all of your overdue invoices from your dashboard and quickly send to remind customers to pay you.

Written by Abbey W.
Updated over a week ago

Stock Dashboards

Estimates Dashboard

Filter and manage the estimate dashboard

Written by Taylor Morrison
Updated over a week ago

Jobs Dashboard

Filter and manage the jobs dashboard

Written by HouseCallPro Bot
Updated over a week ago

Sales Leaderboard Dashboard

Filter and manage the employee productivity dashboard

Written by HouseCallPro Bot
Updated over a week ago

Jobs By Tag Dashboard

Filter and manage the jobs by tag dashboard

Written by HouseCallPro Bot
Updated over a week ago

Invoices Paid Dashboard

Filter and manage the invoices paid dashboard

Written by HouseCallPro Bot
Updated over a week ago

Invoices Due Dashboard

Filter and manage the invoices due dashboard

Written by HouseCallPro Bot
Updated over a week ago

Customize Your Dashboard Reports

How to export a jobs or estimate dashboard report

Learn how to export your jobs or estimates report from your dashboard to a csv file.

Written by Taylor Morrison
Updated over a week ago

How do I create a report?

Create custom reports to track stats important to your business

Written by Jil O.
Updated over a week ago

How do I use the filters on the dashboard reports?

Understand how to manipulate your data to see the reports you need

Written by Erin
Updated over a week ago

How do I filter a job report by tips?

How can I see what tips were given?

Written by Abbey W.
Updated over a week ago

Dashboard - Filter by unpaid invoice

Written by Abbey W.
Updated over a week ago

FAQ

What is the repeat customer report?

View what percent of your customers are scheduling repeat jobs

Written by Alexa Greenberg
Updated over a week ago

Search by Invoice Number

Find specific estimates and/or invoices by searching the unique invoice number.

Written by Abbey W.
Updated over a week ago