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Report
Audits missing lead sources, job types, estimate owners, technician assignments, stale estimates, overdue invoices, and estimate-job link confidence.
Weighted HCP coverage score
0% of 120 selected-range records
0% of 3930 imported records
Rows that limit job type/category reporting
Rows that limit sales and estimate performance reporting
$2,365,666
$3,559,924
A compact score for whether source, category, owner, invoice, and production reporting can be trusted.
Counts of HCP records limiting reporting quality.
Ready means the report can be trusted; Limited means HCP usage affects the metric; Blocked means required data is missing.
| Area Invoice risk and paid invoices | Status Ready | Basis 619 invoice rows available | Blocker None | Next Step Compare paid/open invoice totals against HCP. |
| Area Sold revenue and average ticket | Status Ready | Basis 60 completed jobs in the selected period | Blocker None | Next Step Validate completed job revenue against HCP. |
| Area Estimate close rate | Status Ready | Basis 36 accepted estimates / 60 estimates created | Blocker None | Next Step Compare accepted-over-created estimates against HCP estimate reports for the same date range. |
| Area Lead-to-cash pipeline and booking rate | Status Ready | Basis 60 HCP lead/pipeline records in range | Blocker None | Next Step Validate booking stages against HCP workflow. |
| Area Lead source performance | Status Ready | Basis 3930 of 3930 records have source attribution | Blocker None | Next Step Confirm whether missing source fields are expected in HCP; if not, have the HCP admin add lead sources. |
| Area Job type/category reporting | Status Ready | Basis 0 jobs or estimates use the uncategorized type | Blocker None | Next Step Validate category names with the owner. |
| Area Estimate owner attribution | Status Ready | Basis 0 estimates missing named owner | Blocker None | Next Step Validate estimate owner names with the business owner. |
| Area Technician performance | Status Ready | Basis 4 technicians imported; 2 field techs; 1980 jobs assigned; 990 assigned to field techs | Blocker None | Next Step Compare technician scorecards against HCP assignments. |
Lead source records in the selected date range that should be corrected in Housecall Pro.
| No selected-range records are missing lead sources. | ||||
Operating queues that also affect data confidence.
All imported lead source gaps. Use this as the longer cleanup backlog.
| No imported records are missing lead source attribution. | ||||
Rows that need a usable HCP job type before category reporting is reliable.
| No missing job type rows are visible. | ||||
Estimates that need an owner in HCP before sales and estimate performance is reliable.
| No missing estimate owner rows are visible. | ||||
Assignment coverage that affects technician production reporting.
| Area Technician performance | Status Ready | Basis 4 technicians imported; 2 field techs; 1980 jobs assigned; 990 assigned to field techs | Blocker None | Next Step Compare technician scorecards against HCP assignments. |
Invoice records that may need review in Housecall Pro before accounting decisions.
| No invoice data checks are currently flagged. | |||
Completed jobs that have no stored job revenue or invoice-backed revenue.
| No zero-revenue completed jobs are currently flagged. | ||||
Open estimates old enough to affect pipeline trust and follow-up urgency.
| Customer Skyler Meadow | Advisor Jordan Lake | Value $1,410 | Age 974 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Skyler Cedar | Advisor Avery North | Value $1,660 | Age 973 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Taylor Juniper | Advisor Jordan Lake | Value $1,599 | Age 969 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Taylor Harbor | Advisor Avery North | Value $724 | Age 968 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Dakota Summit | Advisor Jordan Lake | Value $12,700 | Age 964 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Dakota Maple | Advisor Avery North | Value $12,950 | Age 963 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Robin Brook | Advisor Jordan Lake | Value $9,300 | Age 959 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Robin Willow | Advisor Avery North | Value $9,550 | Age 958 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Casey Cedar | Advisor Jordan Lake | Value $1,660 | Age 954 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Casey Meadow | Advisor Avery North | Value $1,910 | Age 953 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Quinn Harbor | Advisor Jordan Lake | Value $724 | Age 949 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Quinn Juniper | Advisor Avery North | Value $974 | Age 948 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Jamie Maple | Advisor Jordan Lake | Value $12,950 | Age 944 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Jamie Summit | Advisor Avery North | Value $13,200 | Age 943 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Cameron Willow | Advisor Jordan Lake | Value $9,550 | Age 939 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Cameron Brook | Advisor Avery North | Value $9,800 | Age 938 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Skyler Meadow | Advisor Jordan Lake | Value $1,910 | Age 934 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Skyler Cedar | Advisor Avery North | Value $1,035 | Age 933 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Taylor Juniper | Advisor Jordan Lake | Value $974 | Age 929 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Taylor Harbor | Advisor Avery North | Value $1,224 | Age 928 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Dakota Summit | Advisor Jordan Lake | Value $13,200 | Age 924 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Dakota Maple | Advisor Avery North | Value $12,325 | Age 923 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Robin Brook | Advisor Jordan Lake | Value $9,800 | Age 919 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Robin Willow | Advisor Avery North | Value $10,050 | Age 918 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
| Customer Casey Cedar | Advisor Jordan Lake | Value $1,035 | Age 914 days | Status Follow Up | Suggested Fix Confirm status or clean up stale estimate |
Past-due invoices that affect cash collection and invoice reporting confidence.
| Invoice DEMO-INV-20240101-2 | Customer Skyler Meadow | Balance $539 | Due Date Jan 15, 2024 | Age 960 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240102-2 | Customer Quinn Harbor | Balance $846 | Due Date Jan 16, 2024 | Age 959 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240102-1 | Customer Skyler Cedar | Balance $666 | Due Date Jan 16, 2024 | Age 959 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240103-1 | Customer Quinn Juniper | Balance $1,129 | Due Date Jan 17, 2024 | Age 958 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240108-2 | Customer Robin Brook | Balance $10,255 | Due Date Jan 22, 2024 | Age 953 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240109-1 | Customer Robin Willow | Balance $10,537 | Due Date Jan 23, 2024 | Age 952 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240109-2 | Customer Skyler Meadow | Balance $475 | Due Date Jan 23, 2024 | Age 952 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240110-1 | Customer Skyler Cedar | Balance $603 | Due Date Jan 24, 2024 | Age 951 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240115-2 | Customer Jamie Maple | Balance $14,521 | Due Date Jan 29, 2024 | Age 946 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240116-1 | Customer Jamie Summit | Balance $13,532 | Due Date Jan 30, 2024 | Age 945 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240116-2 | Customer Robin Brook | Balance $10,114 | Due Date Jan 30, 2024 | Age 945 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240117-1 | Customer Robin Willow | Balance $10,396 | Due Date Jan 31, 2024 | Age 944 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240122-2 | Customer Taylor Juniper | Balance $1,129 | Due Date Feb 5, 2024 | Age 939 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240123-2 | Customer Jamie Maple | Balance $14,379 | Due Date Feb 6, 2024 | Age 938 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240123-1 | Customer Taylor Harbor | Balance $1,411 | Due Date Feb 6, 2024 | Age 938 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240124-1 | Customer Jamie Summit | Balance $13,391 | Due Date Feb 7, 2024 | Age 937 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240129-2 | Customer Casey Cedar | Balance $603 | Due Date Feb 12, 2024 | Age 932 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240130-2 | Customer Taylor Juniper | Balance $988 | Due Date Feb 13, 2024 | Age 931 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240130-1 | Customer Casey Meadow | Balance $730 | Due Date Feb 13, 2024 | Age 931 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240131-1 | Customer Taylor Harbor | Balance $1,270 | Due Date Feb 14, 2024 | Age 930 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240205-2 | Customer Cameron Willow | Balance $10,396 | Due Date Feb 19, 2024 | Age 925 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240206-1 | Customer Cameron Brook | Balance $10,679 | Due Date Feb 20, 2024 | Age 924 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240206-2 | Customer Casey Cedar | Balance $539 | Due Date Feb 20, 2024 | Age 924 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240207-1 | Customer Casey Meadow | Balance $666 | Due Date Feb 21, 2024 | Age 923 days | Suggested Fix Confirm payment status in HCP |
| Invoice DEMO-INV-20240212-2 | Customer Dakota Summit | Balance $13,391 | Due Date Feb 26, 2024 | Age 918 days | Suggested Fix Confirm payment status in HCP |