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Housecall Pro Improves Reporting Feature with Custom Dashboard and Jobs Data

Housecall Pro Improves Reporting Feature with Custom Dashboard and Jobs Data

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Posted by Roland Ligtenberg, Co-Founder at Housecall Pro

October 15, 2020

Housecall Pro recognizes how important it is for business owners to have access to as much information about their business as possible. Keeping track of things like the average ticket price per technician, year-to-date profit reporting, or the average number of completed jobs per day can help improve the overall performance of the business.

This is why we built a custom reporting tool for our users. Just some of the customizations available include:

  • Running a report based on jobs created, scheduled, or completed over any amount of time.

  • Pulling data around job revenue, average job size, and jobs created.

  • Displaying data over time or by employee

  • Filtering by job tags, employee, total job value and more.

Custom-built reports build on to the existing

field service reporting

functionality in Housecall Pro which includes three standard reports regarding job revenue, average job size, and jobs created by employee or over time.

“We did have reporting, but we wanted to make and bring a new, flexible framework to allow our pros to really dive into the numbers that they want to see, not the numbers that their FSM (field service management) or their software solution was forcing them to use,” explains Connor Kuehnle, Senior Product Manager at Housecall Pro.

Currently, all Housecall Pro users can create and export custom reports while XL-plan users can save custom reports to their dashboards.

Ditch the list of pre-canned reports of other tools and get to the numbers that you need to run your business with Housecall Pro's custom reporting features.

About Housecall Pro

Housecall Pro

is a comprehensive mobile and desktop solution that helps home service companies streamline their business, increase revenue, and improve the customer experience. It comes with built-in features for scheduling jobs and dispatching team members, as well as automated customer interactions, such as “On my way” texts and estimates that turn into invoices, then receipts upon payment.

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