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Accelerate growth through data.

Custom reporting software for your home services business.

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.