Review Housecall Pro revenue by lead source

An HVAC owner may want to compare a mailer with a referral source. Revenue attributed to those sources can show where recorded work came from. It cannot, on its own, tell you which source produced the most profit after marketing costs. A large installation and a small repair contribute different amounts of revenue and may have very different costs.

Write down the question before opening the report. “Which lead source is attached to this month’s revenue?” is different from “Did this campaign earn enough profit to cover its spend?” The first is a revenue question. The second requires cost information and a clear attribution method.

For the broader calculation, use the marketing ROI guide. Keep the formula separate from the report fields so a revenue total does not become an unsupported return claim.

The Revenue page shows total and year-to-date revenue, a running-total line against the revenue goal, revenue by lead source, the job list and cancellations. Every chart shows the previous period alongside the current one. Reports can be filtered by lead source, employee, tags and date range.

Job and revenue figures refresh hourly at 20 minutes past the hour. Marketing spend, where connected, refreshes once a day. That difference matters if you are trying to compare a recently changed job with spend information during the same morning.

Use revenue by lead source as the supported starting point. Do not assume that a source label describes every contact a customer had before booking, or that the revenue figure is a complete marketing ROI calculation. The records and the calculation need to support the conclusion you draw.

Choose a period and one lead source. Review the revenue and the jobs behind it. Check whether a single large job explains most of the change and whether cancellations affect your interpretation. Use the linked Housecall Pro jobs when you need to investigate the original records.

Consider a made-up campaign with $2,000 in attributed revenue and $500 in marketing spend. Revenue divided by spend is 4. That is a revenue-to-spend ratio, not automatically marketing ROI. If the same work contributed $800 before marketing expense, then ($800 minus $500) divided by $500 gives a 60% return on that spend under this chosen definition.

Those numbers are illustrative, not benchmarks. Agree which costs belong in the contribution figure, how you assign the revenue and which period you will compare. A consistent definition makes the next review more useful than a larger-looking percentage with unclear inputs.

This approach fits an owner or manager checking whether recorded sources line up with the work being scheduled and completed. A pest control business may investigate repeat visits separately from first visits. An electrical contractor may separate a major project from smaller service calls before deciding a source has improved.

Use consistent source names in your working process. If a campaign is recorded under several labels, the resulting comparison may split related work. Check the original Housecall Pro records before treating a label difference as a business trend.

Pair the revenue review with the completed-job Profit page when cost matters. The owner KPI guide explains how to keep revenue, collections and profit in distinct parts of the business review.

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.

Marketing spend refreshes daily where connected; that fact does not establish a particular advertising-platform connection or a complete attribution model. 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.