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Turn complex performance data into simple reports, ready when you need them.
Pinpoint your revenue and job targets, and use AI insights to stay on track.
Spot trends, measure performance, and make decisions with confidence.
Get a real-time view of your business to make confident, growth-driving decisions.
Set revenue and job count goals or choose recommended targets.
Track progress with clear visuals and industry benchmarks.
Spot opportunities, close revenue gaps, and adjust anytime.
Track completed, scheduled, and canceled jobs to spot trends and improve efficiency.
Create and customize reports to filter by job status, customer, and lead source.
Break down ratings, job types, and technician performance to improve service and drive business decisions.
Monitor costs and profitability across jobs.
Track open, closed, and past-due invoices in one easy view to stay ahead of payments.
Use the Aging Report to monitor past-due invoices and know when to follow up.
Sort open invoices by date, customer, or status to stay organized and proactive.
Generate custom reports to analyze trends and improve efficiency.
Get fast, reliable insights and real-time data to answer your questions—just ask Analyst AI.
Generate customized reports on revenue, job, and technician performance in minutes.
Ask direct questions like “What’s my gross profit this month?” and get instant answers.
Review clear business summaries to track trends and take action to power your growth.
Send professional invoices, automate reminders, and offer flexible payment options to get paid faster.
Let expert bookkeepers handle your books, deliver a tax-ready package, and keep your finances organized.
Improve efficiency with always-on support to lighten your workload and power your growth.
Explore fast, flexible financing options from our trusted partner, Stripe Capital.
Absolutely! Every report can be customized to fit your unique business needs and goals seamlessly.
You can generate customized reports for various areas of your business, including tech performance, administrative tasks, automotive, jobs, estimates, leads, service plans, invoices, and payments.
Of course! Use a reporting dashboard to keep track of all reports in one area.
Yes. Simply click the Share option and enter the email of the person you want to share the report with.
Analyst AI is a member of Housecall Pro’s Business AI Team—available to help you create reports as easy as 1-2-3.
Coach AI is a member of Housecall Pro’s AI Team. Think of it as your 24/7 business coach, offering expert advice to scale your team, grow revenue, and succeed as a trades business owner.
Try us free and get up to 86% off any plan—anytime after your trial.
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