Our powered-up suite of reports makes analyzing your performance easier than ever. Our state-of-the-art dashboard means all of your most important business metrics are now in one place. Whether its technician and sales leaderboards, estimating conversion rate reports or even looking at profitability our reports give you the numbers you need to grow and succeed.
Get immediate insight to your business information to improve performance with our reporting dashboard. See weekly revenue trends, job profitability, technician performance, and converted estimates all from one place. Get real-time, at-a-glance insight into your business without spending time hunting down your data.
Update multiple reports at once and personalize the display to show the numbers that matter to your business
View data from every job or estimate immediately, with no delays or processing time
Present your leaderboards and revenue metrics on external monitors from your office or shop
Whatever you are inputting into Housecall Pro, from job revenue, to on the job costs, material tracking, or employee performance, we have a report for your business. Run your reports over time, by lead source, employee, and much more.
Report on job revenue, job costs, and profitability, or average job size
Look at jobs by business unit, lead source, employee, or job type
Determine conversation numbers from leads or estimates to job
Each of our 33 out-of-the box reports can be fully customized and saved to meet the needs of your business. Display the metrics that matter to your growth and your business’s journey.
All changes to reports can be saved for later in your personal reporting tab
Change date ranges, business units, job types, and much more with a click of a button
Give reporting access to any employee using our web application
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 Conditioning
Fayettville, NC
On average, Pros increase monthly revenue generated through Housecall Pro by 35% after their first year.
See plan options and feature breakdown on our pricing page.
See what’s working, track business profit and productivity, and turn insights into action.
No credit card required.
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.
It just makes it a lot easier to know where you need to grow
LAURA W | DUTY CALLS PLUMBING
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.
pro jobs completed
avg. pro revenue growth*
avg. hours saved per week
*Data based on average monthly revenue generated through Housecall Pro after the first year of using the platform.
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.
Coach AI is a member of Housecall Pro’s 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.
No credit card required.
