See which sources are behind scheduled work

An electrical company may hear from many people asking about small repairs while a smaller number of inquiries become larger projects. A pest control business may see different types of visits associated with different sources. The useful question is what work those sources are actually putting on the schedule.

Keep inquiries, booked work, completed jobs and collected money separate. A scheduled job is evidence of work planned, but it does not establish completion or payment. A lead-source label also needs to be interpreted according to how your office records it.

Use marketing ROI by lead source when the question includes spend and economic return. This review begins earlier: identify source-labeled jobs and understand what they mean for the near-term schedule.

The Daily Huddle shows yesterday’s, today’s and tomorrow’s scheduled jobs. Each includes customer, field tech, lead source, tags, outstanding balance and revenue. Every job links directly to Housecall Pro, so you can inspect the source record when a label or detail needs clarification.

The Revenue page shows revenue by lead source, the job list and cancellations, as well as total and year-to-date revenue and a running-total line against the goal. Every report supports lead-source filtering. You can also filter by date, employee, tag and tag combination.

These capabilities support inspecting jobs and revenue associated with a source. They do not establish a separate booked-job count chart, inquiry total or automatic booking-rate calculation. Use the available job detail for the question it can answer, and keep any manual count’s definition explicit.

Start with a defined period and source filter. Review the relevant jobs and check whether they match the kind of work you expected. If a label is missing or unclear, resolve the question in your normal source-record process before making a budget decision.

For a made-up example, suppose you manually review three scheduled plumbing jobs associated with a source: a $200 repair, a $300 repair and a $1,500 replacement. That is $2,000 of scheduled work in your example. It does not tell you the source’s inquiry volume, completed-job profit or final collection result.

1. Choose the date range and lead source.
2. Inspect the job records and source labels.
3. Note the work mix and any cancellations that need review.
4. Confirm delivery capacity with the team.
5. Revisit completed-job results before judging return.

The Daily Huddle is the practical place to discuss the immediate work with the office and field team.

This approach fits owners and office managers who want to connect source discussions with the jobs they can inspect. For a garage door company, the question might be whether a source is producing repair work or replacement appointments. For a cleaning business, it might be whether the scheduled work fits the team’s service area and capacity.

Keep the next action specific. If source labels are inconsistent, agree on how the office should record them. If the scheduled work is appropriate but hard to deliver, discuss capacity. If the question is financial return, gather the costs required for that calculation.

Use daily revenue reporting to place the source-filtered view in the wider revenue context. Remember that filters remain in place across reports; remove the source filter when you want to return to the whole-business view.

ServicePro IQ connects directly to Housecall Pro and requires its MAX plan, because that plan provides API keys. An admin creates the key in the Housecall Pro App Store by searching for API and choosing Generate API key. We send a one-time link where you paste it. The link works for seven days, and only the newest link for your business works.

The key is checked when you paste it and stored encrypted. ServicePro IQ reads your Housecall Pro data without changing your account. Your contact tells you when your reports are ready. Job and revenue figures refresh hourly at 20 minutes past the hour. Recently booked or changed jobs may need the next refresh to appear in the reporting view.

Read about ServicePro IQ for Housecall Pro before connecting. One flat subscription covers unlimited users and reports; see pricing for payment options. Start with a free 7-day trial, with no credit card required.