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Company Dashboard

Company Dashboard

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

Jil Overstreet avatar Erin avatar Christy Billings avatar +4
17 articles in this collection
Written by Jil Overstreet, Erin, Christy Billings and 4 others

Dashboard Report - Open Invoices

Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Exported Report Breakdown

All fields and descriptions of information that appears in an exported report.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago

Dashboard 101

Mason Sloan avatar
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.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago
Stock Dashboards

Estimates Dashboard

Filter and manage the estimate dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago

Jobs Dashboard

Filter and manage the jobs dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago

Sales Leaderboard Dashboard

Filter and manage the employee productivity dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago

Jobs By Tag Dashboard

Filter and manage the jobs by tag dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago

Invoices Paid Dashboard

Filter and manage the invoices paid dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago

Online Booking Dashboard

Filter and manage the online booking dashboard
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Written by HouseCallPro Bot
Updated over a week ago

Invoices Due Dashboard

Filter and manage the invoices due dashboard
HouseCallPro Bot avatar
Written by HouseCallPro Bot
Updated over a week ago
Customize Your Dashboard Reports

How do I create a report?

Create custom reports to track stats important to your business
Jil Overstreet avatar
Written by Jil Overstreet
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
Erin avatar
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?
Christy Billings avatar
Written by Christy Billings
Updated over a week ago

Dashboard - Filter by unpaid invoice

Christy Billings avatar
Written by Christy Billings
Updated over a week ago
FAQ

What is the repeat customer report?

View what percent of your customers are scheduling repeat jobs
Alexa Greenberg avatar
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.
Abbey Weber avatar
Written by Abbey Weber
Updated over a week ago