Housecall Pro reports explained for owners

Use the Daily Huddle for the near-term schedule, Profit for completed-job economics and A/R for outstanding invoices. Revenue and Business Snapshot provide broader business views. Pipeline organizes customers by time since their last job. Each view has a different purpose, so two reports can show different numbers without contradicting each other.

For a made-up plumbing job, the scheduled revenue, recorded profit and unpaid balance are three separate facts. Decide whether you are planning the work, reviewing its cost or following up payment before choosing the report. The Housecall Pro hub links to the setup and report pages when you want more detail.

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 is shown against that day’s revenue goal. Jobs link directly to Housecall Pro.

For an electrical crew, use yesterday to identify a loose end, today to confirm the plan and tomorrow to prepare. A scheduled job’s revenue is not proof that the work is complete or that payment has been collected. Ask the team about readiness, access and parts separately. The Daily Huddle report page describes a practical morning review.

Business Snapshot shows year-to-date revenue, year-to-date new customers, year-to-date collected revenue and the number of unscheduled customers. For the period you choose, it charts revenue, revenue by job type, estimates given, new customers and cancelled jobs, against a goal where one is set.

Every chart shows the previous period alongside the current one. Treat that comparison as a reason to ask what changed. A roofing company’s larger revenue total might reflect a different job mix rather than more jobs. Look at the work behind the number before deciding the business has improved in every respect. Use a period appropriate to the decision and note unusual projects in your management review.

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. These views help you investigate the composition and direction of recorded revenue. A source label describes the recorded source; it is not by itself a complete marketing attribution model.

ServicePro IQ defines collected revenue as revenue from scheduled jobs minus what remains outstanding on them. Suppose, using illustrative figures, scheduled jobs account for $5,000 and $1,000 is still outstanding. Collected revenue under that definition is $4,000. Do not substitute the $5,000 figure for the amount collected, or treat either figure as profit. Costs answer a separate question.

The 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. That goal comparison concerns revenue, not a promised profit target.

For illustrative revenue of $1,000 and recorded costs of $600, profit is $400 and profit percentage is 40%. Check what the cost figure includes before calling that company net profit. Missing charges and inconsistent treatment of labor can make two job figures hard to compare. Use the profit per job calculator for arithmetic, then investigate the records and cost assumptions behind the inputs.

A/R shows total outstanding balance, days outstanding over the last 365 days, outstanding balance over time and outstanding invoices. Days outstanding is outstanding balance divided by revenue, multiplied by 365, over the last 365 days. It is an aggregate measure rather than the age of every invoice.

For example, a made-up $20,000 outstanding balance and $365,000 of revenue produces 20 days outstanding under that formula. An individual invoice could have a different history. Review its context before contacting the customer, and assign a named person to the follow-up. The accounts receivable report page connects those figures to an office routine.

Pipeline groups customers by months since their last job and lists the longest gaps first. Pipeline and Business Snapshot use the groups 0–3, 4–6, 6–12, 12–18 and 19–36 months. The point is to identify customers worth reviewing for follow-up.

A long gap has different meanings in pest control, cleaning and roofing. It does not prove that service is due or that future revenue will arrive. Check the previous work and the relationship before planning contact. Do not read these groups as deal stages or probability-weighted sales forecasts. The report organizes past-customer review; the team supplies the reason and next action.

Every report can be filtered by date range, day, week, month or year, tag, tag combination, lead source and employee. Filters remain in place between report pages. Reports open on the current Sunday-to-Saturday week unless you choose another range. Check these settings before investigating a surprising total.

Job and revenue figures refresh hourly at 20 minutes past the hour. The customer list behind Pipeline and Unscheduled Customers refreshes daily. Marketing spend refreshes daily where connected. A recently changed record and a different refresh cadence can affect what you see.

ServicePro IQ requires Housecall Pro MAX for its API-key connection. It reads your account without changing it. You sign in with Google and use the reports in a browser. Start a free 7-day trial with no credit card required, and evaluate the definitions against jobs your team knows.