Know what a completed job left behind

A large invoice is only part of the story. ServicePro IQ’s Profit page puts completed-job cost, revenue, profit and profit percentage together. Use those numbers to ask better questions about pricing and delivery before you repeat the same kind of work.

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A busy day can hide a thin job

Say a plumbing job bills $1,000 and has $800 in job costs. The difference is $200. Another job bills $600 with $300 in costs, leaving $300. These are made-up numbers, but they show why choosing work by invoice size alone can lead you in the wrong direction.

A job’s contribution also needs context. Difficult access, a return visit or an unusual material requirement can change the work involved. Before telling a technician to move faster or an estimator to charge more, check what happened on the specific job.

The goal is a repeatable review: see the result, inspect the record and decide whether the next similar job needs a different estimate or delivery plan. Our field service profitability guide explains the broader business view.

Review the completed job in the Profit page

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. Those are separate questions: the period’s revenue position and the economics of individual jobs.

Use the work order and estimate references to ground the discussion in a particular piece of work. Job lists link directly to Housecall Pro, so you can investigate the underlying job. A figure worth questioning is a starting point for review, not proof of a pricing mistake.

Reports can be filtered by date range, day, week, month or year, plus tag, tag combination, lead source and employee. Compare work with similar scope before drawing conclusions. Filters remain selected when you move between report pages.

Check one job before changing your prices

Pick a completed job that deserves a closer look. Confirm the revenue and recorded costs, then ask the estimator or crew leader what made the work different. If the source record is incomplete, resolve that first. A precise calculation cannot make incomplete cost records useful.

For a manual example, revenue of $500 less job costs of $350 leaves $150. Dividing $150 by $500 gives a 30% margin. Dividing by $350 would calculate markup instead. Use the profit per job calculator to work through your own hypothetical figures.

  • Check whether the agreed scope changed.
  • Look for missing or unusual costs in your records.
  • Ask what the next estimate should allow for.
  • Write down one change to review on a later job.

Do not treat the example’s margin as a target. Your cost structure and the work you take on determine what is viable.

Use job detail for practical coaching

This review fits owners and operations managers who want to understand individual completed jobs. A roofing replacement and a small electrical repair should not receive the same interpretation just because both produce an invoice. Consider material requirements, crew commitments and the scope the customer approved.

Discuss the work with the people who know it. Ask an estimator why a cost allowance was chosen. Ask a crew leader whether the job conditions matched the estimate. Keep the conversation about a decision the team can improve next time, rather than using one result to rank people.

When you need to review several jobs across a period, use the process in job profitability reports. The individual-job view is the place to investigate a specific result; a wider review helps you decide whether it represents a pattern.

Start with the data in Housecall Pro

ServicePro IQ connects directly to Housecall Pro and requires its MAX plan, because that plan provides API keys. An admin creates the key in the Housecall Pro App Store by searching for API and choosing Generate API key. We send a one-time link where you paste it. The link works for seven days, and only the newest link for your business works.

The key is checked when you paste it and stored encrypted. ServicePro IQ reads your Housecall Pro data without changing your account. Your contact tells you when your reports are ready. Job and revenue figures refresh hourly at 20 minutes past the hour. Review the recorded inputs before making a pricing decision.

Read about ServicePro IQ for Housecall Pro before connecting. One flat subscription covers unlimited users and reports; see pricing for payment options. Start with a free 7-day trial, with no credit card required.

Frequently asked questions

Does job profit equal company net profit?

Do not assume that it does. A completed job’s result needs to be considered alongside the costs recorded for it and your wider business expenses. Company net profit requires a broader accounting view.

Can I filter the Profit page by employee?

Yes. Every report supports employee filtering, along with date, tags and lead source. Check the work mix and the source records before interpreting a filtered result as a performance judgment.

What is the difference between margin and markup?

Margin divides profit by revenue. Markup divides profit by cost. On a made-up $500 job with $350 of costs, $150 of profit gives a 30% margin. The denominators are different, so the percentages are different.

Know the job result before repeating the price

Give your home-service pricing discussion more evidence than the size of the last invoice. ServicePro IQ’s Profit report brings completed-job cost, revenue, profit and profit percentage together from your Housecall Pro data, so you can inspect the result before quoting comparable work. Put your own completed jobs into that discussion with a free 7-day trial, no credit card needed.

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