By Ben Millar · Technical lead
Find Housecall Pro customers worth following up
For this report, pipeline means customers grouped by time since their last job. ServicePro IQ’s Pipeline page puts the longest gaps first so you can decide whom to review for a return visit. It is a customer follow-up view, not a promise of future booked revenue.
On this page
A past customer needs context before a call
A pest control customer who has not had a recent job may be worth reviewing. So might a homeowner whose heating system was serviced last season. But a long gap does not prove that work is due, that the customer is unhappy, or that a new appointment is appropriate.
Start with a practical question: which past customers should someone look at today? A list ordered by recency gives the office a place to begin. The next step is to check the relationship and the work previously performed before making contact.
A roofing replacement and a recurring cleaning visit have very different follow-up contexts. Avoid turning a single age group into the same message for every trade or service. The report organizes the review; your team decides whether there is a useful reason to contact the customer.
What the Pipeline report groups and lists
ServicePro IQ’s Pipeline page groups customers by months since their last job and lists the longest gaps first. The Pipeline and Business Snapshot use the groups 0–3, 4–6, 6–12, 12–18 and 19–36 months. Use those report labels when discussing a group with the team.
The customer list behind Pipeline and Unscheduled Customers refreshes once a day. Job and revenue figures refresh hourly at 20 minutes past the hour. Because these cadences differ, a recent job change should not lead you to assume that the customer list has already refreshed.
The supported Pipeline description is based on customer recency. It does not establish deal stages, probability-weighted forecasts or automatic outreach. If your question concerns estimates given or scheduled revenue, use the corresponding figures in the Business Snapshot or Revenue report.
Build a considered follow-up routine
Each morning, select a manageable group to review. Start with the longest gaps, then consider the previous work and whether contact would be useful. An office manager at a cleaning company might investigate a past one-time clean differently from a customer who had regular visits.
Suppose a made-up customer last had a garage door repair many months ago. Before contacting them, check what was done and whether there is a sensible service question to ask. Do not describe the elapsed time as proof that another repair is needed. Assign the review to one person so the customer does not receive duplicate calls.
Keep your outreach notes and next steps in your established working process. This is a recommended routine, not a claim that Pipeline sends messages. For a separate view of actual scheduled jobs, see the Daily Huddle report.
Use recency alongside other owner questions
This view fits an owner or office manager building a routine for reviewing past relationships. It is especially useful when the team knows that different services have different reasons for repeat contact. Discuss the reason for a follow-up rather than setting a blanket demand to call everyone in a group.
The Business Snapshot shows the number of unscheduled customers as well as year-to-date new customers, revenue and collected revenue. Those measures provide additional context, but they answer different questions. A recency group is not a count of guaranteed future jobs.
Use the reporting definitions guide to keep those distinctions clear. If you are reviewing the value of recorded work by its source, the lead-source revenue page addresses that question separately. Do not turn a customer list into a sales forecast without additional assumptions and evidence.
Connection requirements and refresh timing
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.
The customer list used for Pipeline refreshes daily. Set your review routine around that cadence and check original records when something has just changed. 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.
Frequently asked questions
Is this a deal-stage sales pipeline?
The ServicePro IQ Pipeline described here groups customers by months since their last job and lists the longest gaps first. Use it for customer follow-up planning rather than assuming it is a deal-stage forecast.
How often does the customer list update?
The customer list behind Pipeline and Unscheduled Customers refreshes once a day. Job and revenue figures refresh hourly, so the two views do not share the same update cadence.
Does an older customer group mean lost business?
No. Time since the last job is a signal to review the relationship. The service performed, customer circumstances and reason for contact determine whether follow-up makes sense.
Find past customers ready for a closer look
Use the time since a customer’s last job to choose where a thoughtful follow-up might make sense. ServicePro IQ’s Pipeline report syncs customer information from your Housecall Pro data and lists customers with the longest gaps first, with that customer list refreshing daily. Explore your own customer recency view in a free 7-day trial, no credit card required.