Review profit on completed Housecall Pro jobs

A roofing repair can bring in less revenue than a replacement and still deserve a closer look for different reasons. One may have required an extra visit; the other may have used more material than expected. Looking only at the week’s revenue hides those questions.

Choose a completed job and ask whether its recorded costs reflect the work. A number can look healthy while a material charge is still missing. It can look weak because the job genuinely took more resources than planned. Separate those explanations before changing a price or coaching a team member.

Start with the basic calculation in the profit per job calculator. Revenue minus the costs you include gives profit for that cost scope. Make that scope explicit when you compare jobs.

ServicePro IQ’s Profit page lists completed jobs with work order number, estimate number, estimator, cost, revenue, profit and profit percentage. It also shows whether the period is above or below its revenue goal. The revenue goal is a revenue comparison; it does not establish a target profit margin.

Every report can be filtered by date range, day, week, month or year, and by tag, tag combination, lead source and employee. Filters stay in place when you move between report pages. A consistent filter helps you investigate a particular kind of work without accidentally switching the group being reviewed.

Use the work order and estimate references to orient the discussion. Every job in the job lists links to Housecall Pro. The report provides the figures; the underlying job and the people involved provide the explanation.

Here is a made-up example. A plumbing job bills $500 and has $300 in recorded costs. Profit on those inputs is $200, and profit percentage is $200 divided by $500, or 40%. That example is arithmetic, not a suggested margin or a customer result.

Before comparing it with a second job, check whether both cost figures include the same categories. Direct materials, labor and subcontractor charges need consistent treatment. A job-level calculation should not be presented as the company’s net profit unless all the relevant company expenses are accounted for.

Each morning, pick a completed job with a result you need to understand. Ask what was quoted, what work was actually done, and whether the records are complete. Write down the follow-up outside the report: correct a source record, review an estimate, or discuss a repeatable process issue.

This view fits owners and managers who want to discuss individual job economics. A garage door spring replacement should not be judged against a commercial installation just because both were completed in the same week. Use your tags and other available filters to narrow the work sensibly.

Avoid treating one unusual job as a verdict on a technician or estimator. Review the scope, recorded costs and circumstances first. For the wider relationship between job results and business expenses, see field service profitability.

Keep collections in a separate check. A job’s recorded profit does not tell you whether its balance has been paid. The accounts receivable report addresses outstanding invoices so the office can follow up on cash as well as work.

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.

Job and revenue figures refresh hourly at 20 minutes past the hour. 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.