Reports

Reports overview

See revenue, invoicing, average ticket, close rate, team performance and lead source ROI for any recent period.

Use the Home dashboard

Read the KPI tiles, monthly goal, needs-attention list and schedule on the Home page, and view it as a team member.

Set monthly goals

Set a monthly revenue goal for Home, and record targets for sales, close rate, ticket size, leads and reviews.

Track technician and sales performance

See visits, hours, revenue, close rate and sales for each tech and salesperson, and how each number is counted.

Measure lead source ROI

See which marketing channels bring in leads, booked jobs and revenue for what you spend.

Job costing summary

Compare revenue, cost and margin across your recent jobs and projects to spot the ones losing money.

Build custom dashboards

Create your own dashboards from a set of ready-made metrics, each with its own time period.

Reporting workflows by trade

Which numbers HVAC, electrical, painting, roofing, remodeling, route and cleaning businesses watch in Homeforce.