Housecall Pro KPI Reporting & Dashboards
KPI Reporting & Dashboards is a focused 30-day program for home service companies that run their operations in Housecall Pro. In three live one-on-one working sessions, we build the reports and dashboards your leadership relies on together, inside your account, so revenue, close rate, average ticket, and team performance are visible at a glance.
Your entire operation, measured
Housecall Pro captures the data behind every call, estimate, and job. Turning that data into decisions requires deliberate design. Together, we define the metrics that matter for each role, build the reports that track them, and set the review rhythm that keeps leadership ahead of the numbers. KPI Reporting & Dashboards is available as a standalone program.
What the program delivers
Leadership visibility
Revenue, close rate, average ticket, and team performance, available at a glance.
A defined KPI set
The core metrics your organization runs on, each with a clear calculation and target.
Clean source data
Job types, lead sources, and tags structured so every report reflects reality.
Role-based dashboards
Views designed for owners, managers, office staff, and technicians.
Team performance tracking
Technician and sales performance measured consistently across the organization.
A leadership review rhythm
A weekly review structure so your team acts on the numbers with confidence.
Your investment
$2,500
Start to finish. One investment covers the complete program, including all three working sessions and every report and dashboard we build together, with no additional fees for the work described here.
Start HereWorking sessions
- Session one: define the KPIs your leadership needs and audit your source data
- Session two: build and refine your reports and dashboards together
- Session three: launch, with a walkthrough for your leadership team
Reporting configuration
- Lead sources, job types, and tags structured for accurate reporting
- Custom reports for revenue, close rate, and average ticket
- Technician and sales performance reports
- Dashboards organized by role
Review and adoption
- A weekly leadership review structure built around your KPIs
- Targets set for every core metric
- Every report validated against your real numbers before launch
A defined path to clarity
Four phases. Three working sessions. One outcome.
Housecall Pro's native reporting and dashboards, working at full capacity within 30 days.
01
Define
Together, we identify the decisions your leadership makes and the KPIs that inform them, then audit how your Housecall Pro data supports each one.
02
Build
In live working sessions, we structure job types, lead sources, and tags, then build your reports and dashboards using Housecall Pro's native reporting tools.
03
Review
Together, we validate every native report against your real numbers and refine each dashboard view for the role that uses it.
04
Launch
We put your Housecall Pro dashboards to work with your leadership team and set the weekly review rhythm that keeps them in use.
Common questions
Clarity before commitment. What KPI Reporting & Dashboards includes, how it works, and what it takes to begin.
What reporting does Housecall Pro offer?
Housecall Pro includes native reporting across revenue, jobs, estimates, lead sources, and team performance. Its full value comes from structuring your data correctly and organizing reports around the decisions your leadership makes.
Which KPIs should a home service company track?
Most organizations start with revenue, close rate, average ticket, lead source performance, and technician productivity. Together, we define the right set for your organization, with a clear calculation and target for each.
How does this program improve Housecall Pro reporting?
We structure the data that feeds every report, including job types, lead sources, and tags, then build reports and dashboards around how your organization operates and what each role needs to see.
Do we need clean data before we start?
No. Auditing and structuring your source data is part of the program. We identify what needs to change in the first session and correct it together.
What does KPI Reporting & Dashboards cost?
KPI Reporting & Dashboards is a single $2,500 investment, start to finish. It covers all three live one-on-one working sessions within a 30-day term.
How does the program work?
Through three live one-on-one working sessions within 30 days. We build your reports and dashboards together, inside your account, and we always aim to finish ahead of schedule.
Which Housecall Pro plan is required?
Reporting capabilities vary by Housecall Pro plan. We confirm what your plan supports during the initial consultation and recommend any changes before the program begins.