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20,000+ COMPANIES EMPOWERED TO USE CUSTOM REPORTING
Real-time data. Custom dashboard.
Flexible & Powerful
Create custom reports for numbers that matter like revenue, profit, and job count
View data from every job immediately, with no delays or processing time
Save the important reports on a personalized dashboard
Reports for Every Role
Give dispatchers, admins, and owners access to valuable insights
View employees’ average ticket size and job count to measure performance and productivity
Track major tickets and employee-related job details in one dashboard
Find Your Best Customers
Display zip code boundaries, the zip code itself, as well as pins for each job that you have done within that area
View your top customers and take data-informed decisions about which customers to target
Easily export customer lists to send postcard or emails
WHAT OUR PROS SAY ABOUT REPORTING
Essential for growth.
“As an owner who is not in the field, I can look at the reporting feature and see what's going on in the company financially.”
Michael J.Owner, AC Man Heating & Air ConditioningFayetteville, NC
GET IN TOUCH: 858-842-5746
Let us earn your trust.
FAQs
Can I track job types?
Yes. With advanced reporting from Housecall Pro, business owners can track the types of jobs their employees are doing in the field. Easily keep track of services month over month, even across multiple trucks.
How can I track the estimates I’ve won?
You can track your estimates won with powerful estimate reports from Housecall Pro. It only takes a glance at a simple dashboard to see how many estimates are customer-approved. Gaining insight into your estimator’s closing percentages has never been simpler.
Can I compare annual sales using advanced reporting?
Yes. Housecall Pro’s advanced reporting capabilities put you in control of your numbers. Easily compare annual sales or revenue by month to measure your business’s success in seconds.
Can I track customer lead sources?
Yes. Whether you’re in HVAC, Plumbing, Residential Cleaning, or another industry, Housecall Pro can run a report on lead sources to show how customers are finding you. This information will help you make important decisions about how to spend time and money promoting your business.
How can I automate business reporting?
Save time by automating your reporting in Housecall Pro: set up preloaded reports, keep tabs on how your business is performing, and bring in cash flow with custom reports. You can even save customized reports related to your specific goals.