ServicePro IQ for Housecall Pro

The Daily Huddle shows yesterday’s, today’s and tomorrow’s scheduled jobs with customer, field tech, lead source, tags, outstanding balance and revenue. Each day’s scheduled revenue appears against its revenue goal. Every job in the Daily Huddle and job lists links directly to its Housecall Pro job, so you can open the original record when a number needs context.

For broader reviews, Business Snapshot shows year-to-date revenue, new customers, collected revenue and the number of unscheduled customers. Revenue includes totals, lead-source revenue and progress against the revenue goal. Profit lists completed jobs with cost, revenue, profit and profit percentage. A/R covers outstanding balances and invoices. Pipeline groups customers by time since their last job.

Choose the view that matches your question. A scheduled revenue figure does not establish profit or collected cash. Use the general Daily Huddle page for a team-review routine and Profit per job for the economics of completed work.

ServicePro IQ connects directly to Housecall Pro and reads your data without changing anything in your account. Job and revenue figures refresh once an hour, at 20 minutes past the hour. The customer list behind Pipeline and Unscheduled Customers refreshes once a day. Marketing spend, where connected, refreshes once a day.

Setup starts with a one-time link from ServicePro IQ. Sign in to Housecall Pro as an admin, open the App Store, search for API and choose Generate API key. Paste the key into the supplied link. ServicePro IQ checks it immediately and tells you straight away if Housecall Pro rejects it. Your contact lets you know when reports are ready.

The link works for seven days and only the newest link for your business works. Your API key is stored encrypted; nobody, including the ServicePro IQ team, sees it again after entry. Each business’s report data is kept in its own separate database.

Housecall Pro provides API keys on MAX, so a Housecall Pro MAX account is required for this connection. ServicePro IQ uses Google sign-in and runs in a browser with nothing to install. Owners add staff by Google email address and choose whether each person can manage users. Only people who can manage users can change goals; others with access can view them.

One flat subscription covers unlimited users and reports. ServicePro IQ costs $449 per month or $4,490 per year prepaid by ACH; card payment adds 3.5%. See pricing for the payment options. You can also book a free session using your real numbers. Choose a familiar job and a practical question for that review, rather than judging a report only by how it looks.

Use these guides, report pages and comparisons to answer a specific question. They distinguish the documented ServicePro IQ workflow from details you need to verify in another product or in your own account.

• ServicePro IQ vs Housecall Pro built-in reports — Compare ServicePro IQ’s defined reports with the Housecall Pro reports you already use.
• ServicePro IQ vs spreadsheets — Decide where a spreadsheet model fits alongside recurring operational reports.
• ServicePro IQ vs manual Daily Huddle reports — Evaluate a synced Daily Huddle against your manually prepared meeting report.
• Housecall Pro reports vs a dedicated reporting tool — Choose whether a dedicated reporting layer supports a clear management need.
• ServicePro IQ vs Power BI and Looker Studio dashboards — Compare a defined reporting workflow with a custom dashboard project.
• Housecall Pro daily huddle report — Review yesterday, today and tomorrow with scheduled revenue against daily goals.
• Housecall Pro profit per job report — Investigate completed jobs using recorded cost, revenue, profit and profit percentage.
• Housecall Pro accounts receivable and unpaid invoices report — Give outstanding balances and unpaid invoices a practical office follow-up routine.
• Housecall Pro marketing ROI by lead source — Separate lead-source revenue from a marketing return calculation.
• Housecall Pro revenue goals tracking — Understand suggested goals, seasonal patterns and daily revenue comparisons.
• Housecall Pro sales pipeline report — Review customers by months since their last job before planning contact.
• Housecall Pro reports explained — Learn what the reports count and why their totals can differ.
• Housecall Pro KPIs every owner should track — Choose measures that lead to decisions with a named owner.
• Housecall Pro reporting with ServicePro IQ — See how the supported reports fit a working day with Housecall Pro.
• Housecall Pro MAX and ServicePro IQ setup — Prepare the MAX account, admin access and reporting permissions for setup.
• How ServicePro IQ syncs with Housecall Pro — Understand the hourly and daily refresh cadences and read-only connection.
• Connect Housecall Pro to ServicePro IQ with an API key — Follow the supplied-link and API-key steps without guessing a connection URL.
• What exactly is Housecall Pro? — Understand the role of Housecall Pro and what ServicePro IQ adds.

The report fields are a starting point; the meeting questions should match the trade. An HVAC team may need to prepare for an installation, while a plumbing team may be reviewing several service calls and a water heater job. Begin with Daily Huddle for HVAC teams or Daily Huddle for plumbing teams to shape the conversation around the work.

Keep the cost question distinct from the schedule. When you need to check a simple worked example, use the profit per job calculator and state which costs you include. Then return to the original records for the context behind an unusual result. A useful review finishes with a specific action and a person responsible for it.