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Company Dashboard
Company Dashboard
The main view into your business. Each section, explained in depth here.
+4
19 articles in this collection
Written by
Jil O.,
Alexa Greenberg,
HouseCallPro Bot
and 4 others
Dashboard Report - Open Invoices
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Written by
Mary Nagel
Updated over a week ago
Exported Report Breakdown
All fields and descriptions of information that appears in an exported report.
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Written by
Mary Nagel
Updated over a week ago
Job Revenue Earned Dashboard Report
Learn what this report shows and how to use it.
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Written by
James Nichols
Updated over a week ago
Average Job Size Dashboard Report
Learn what this report shows and how to use it.
Written by
Tim B.
Updated over a week ago
Dashboard 101
Written by
Tim B.
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.
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Written by
Mary Nagel
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
Tim B.
Updated over a week ago
How do I filter a job report by tips?
How can I see what tips were given?
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Written by
Mary Nagel
Updated over a week ago
Dashboard - Filter by unpaid invoice
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Written by
Mary Nagel
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.
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Written by
Mary Nagel
Updated over a week ago