Company Dashboard

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

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18 articles in this collection
Written by Jil O., Erin, Alexa Greenberg and 5 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

Average Job Size Dashboard Report

Learn what this report shows and how to use it.

Written by Andrew Nicoletta
Updated this week

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