Dashboard
Welcome back
Pipeline Value
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Active jobs
Closed Revenue
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Completed jobs
Total Jobs
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All time
Active Leads
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Needs follow-up
Collected
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Cash in hand
In Production
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Active installs
Leads
Manage incoming leads by source
| Name | Phone | Address | Source | Status | Assigned | Created |
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All Jobs
Full job pipeline
| Job # | Client | Address | Type | Status | Source | Amount | Rep | Install |
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Contacts
Customers & partners
| Name | Phone | Address | Type | Jobs |
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Production Board
Active jobs in production
Storm & Canvassing
Field pins and lead conversion
| Address | Severity | Rep | Status |
|---|
Job Costing
Real profit per job
Total Revenue
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Total Costs
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Net Profit
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Avg Margin
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| Job # | Client | Address | Sold For | Total Cost | Net Profit | Margin | Status |
|---|
Commissions
Rep, manager & referral earnings
| Rep | Job # | Type | Base | Rate | Amount | Period | Status |
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Reports
Revenue, pipeline & source analytics
| Month | Jobs | Revenue | Collected |
|---|
| Source | Jobs | Revenue | Avg Size |
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| Rep | Jobs | Revenue |
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HouseCall Pro Import
Migrate your existing data
Step 1 — Customers
Upload
customers.xlsx from HCP → Customers → DownloadStep 2 — Jobs
Upload
jobs.xlsx from HCP → Dashboard → See All Jobs → ExportStep 3 — Estimates
Upload
estimates.xlsx from HCP → Estimates → ExportNo imports yet this session.
Settings
Users, roles & system config
| Name | Role | Commission % | Last Login | Status |
|---|