Housecall Pro

James N

Ian H

Jim S

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

Company Dashboard

Company Dashboard Changes - Feature Cards Overview

Job tags card upgrade (March 2024)

Sales leaderboard card upgrade (March 2024)

Learn why your dashboard report may be timing out and how to correct it

Why am I getting “Your request is taking too long” error on my legacy dashboard report?

Updates to the current Open invoices card on the HCP Dashboard.

Open Invoices Card Upgrade

Company Dashboard 2024 Changes

Dashboard 101

Homepage overview and FAQ

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

Overdue Invoices Dashboard Report

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

Exported Report Breakdown

Learn what this report shows and how to use it.

Job Revenue Earned Dashboard Report

Average Job Size Dashboard Report

Overview

Estimates Dashboard

Jobs Dashboard

Filter and manage the employee productivity dashboard

Sales Leaderboard Dashboard

Filter and manage the jobs by tag dashboard

Jobs By Tag Dashboard

Filter and manage the invoices paid dashboard

Invoices Paid Dashboard

Filter and manage the invoices due dashboard

Invoices Due Dashboard

HouseCallPro Bot

Taylor M

Stock Dashboards

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

How to export a jobs or estimate dashboard report

How do I filter a job report by tips?

Dashboard - Filter by unpaid invoice

Create a custom report to track travel time and job duration for each employee.

How to create a report for travel and job duration time.

Jil O.

Customize Your Dashboard Reports

View what percent of your customers are scheduling repeat jobs

What is the repeat customer report?

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

Search by Invoice Number

Alexa G

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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