Bring Housecall Pro jobs into your Daily Huddle

A plumbing crew can have a full day and still leave the shop with unanswered questions. Who is checking yesterday’s unpaid balance? Which technician is visiting the customer today? What is already scheduled for tomorrow? Those questions need names and decisions, not a long round of updates.

Start with the work on the calendar. A water heater installation and a drain call may need different preparation, even when both contribute to today’s scheduled revenue. Ask the team about parts and access separately; a revenue number cannot tell you whether the installation is ready to go.

Keep the meeting focused on exceptions. The goal is to leave with a shared plan and a named person for each follow-up. For a meeting structure you can use alongside the report, read how to run daily team huddles.

The Daily Huddle shows yesterday’s, today’s and tomorrow’s scheduled jobs. Each job includes the customer, field tech, lead source, tags, outstanding balance and revenue. Each day’s scheduled revenue appears against that day’s revenue goal. Every job links directly to its job in Housecall Pro.

That gives the team a place to start the conversation. If yesterday’s electrical panel job still has an outstanding balance, the office can open the job to check its context. Do not treat that balance alone as proof that a payment is late or that a technician missed a step.

Job and revenue figures refresh once an hour, at 20 minutes past the hour. If someone changes a job during the meeting, check Housecall Pro for the immediate detail rather than assuming the report has already refreshed. Scheduled revenue is also different from money collected.

First, look back at yesterday. Ask which jobs need an office follow-up and who will handle it. Second, look at today’s customer and field tech details. Confirm the team understands the work and discuss any practical blockers. Third, look at tomorrow so someone can prepare before the next morning.

For an illustrative example, suppose today has $4,000 in scheduled revenue against a $5,000 goal. The $1,000 gap is a planning question, not an instruction to sell unnecessary work. Ask whether approved work can be scheduled responsibly, whether the calendar has changed, and whether the target reflects the work available.

End with specific assignments: the dispatcher checks the open slot, the office reviews the balance, and the crew lead confirms preparation for tomorrow. Use revenue goals tracking when the discussion turns from today’s gap to how the target was set.

This report fits an owner, dispatcher or crew lead who already runs jobs in Housecall Pro and wants the morning discussion tied to those records. It can support an HVAC team preparing for installations, a cleaning business checking tomorrow’s visits, or a garage door shop reviewing yesterday’s work. The questions should match the trade.

Give the group only the decisions it needs to make together. Move a detailed costing investigation or a sensitive customer issue into a separate conversation. For completed-job economics, use the profit per job report rather than asking the schedule to answer a profit question. The huddle should finish with ownership, not a second meeting hidden inside it.

ServicePro IQ connects directly to Housecall Pro and requires its MAX plan, because that plan provides API keys. During setup, you receive a one-time link where you paste your Housecall Pro API key. ServicePro IQ checks it immediately. Your contact lets you know when your reports are ready. The connection reads your data without changing your Housecall Pro account.

You sign in with a Google account and use ServicePro IQ in a web browser, with nothing to install. One subscription covers unlimited users and unlimited reports. The price is $449 per month or $4,490 per year prepaid by ACH; paying by card adds 3.5%. Review pricing and the Housecall Pro integration overview before you start your free 7-day trial. No credit card is required.