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Reports
Housecall Pro-only operating reports for where money is stuck, what data is broken, who needs follow-up, and what the team should do next.
Owner-level snapshot of revenue, goal pace, estimate risk, invoice risk, and the strategy decisions for this week.
60 completed jobs scheduled in selected period
Completed HCP jobs scheduled in selected period
60 completed jobs scheduled in selected period
12 open estimates created in selected period
10 selected-range open estimates older than 7 days
19 open or overdue invoices due in selected period
paid invoices issued in range
0 canceled / 60 jobs scheduled in range
Grouped work queues for estimates to call, invoices to collect, HCP records to fix, and sales/estimate flags.
Open estimates created in the selected period
Open or overdue invoices due in the selected period
Open estimates without a named HCP estimate owner
Basic/HCP-only reports for recovery work, performance, goals, and data cleanup.
Show which job types are driving revenue, average job size, estimates, and cash.
Find open estimate money that is aging into lost revenue.
Open estimates in a follow-up age bucket