Reporting

All reports pull live from HT OS. No HCP.

Live reports

CSR Performance

Every CSR and Hope call, text and email, with GoHighLevel's transcripts and our saved recordings.

HCP Employee Payroll Reports

What each technician and CSR earned per pay period - commission, the jobs behind it, and production. Everyone sees their own; owners see the whole team. Sourced from HCP mirror data. Works on the phone app.

Pay-period view

Every Google, Facebook and Yelp review, the tech it belongs to (named in the review or matched to the customer's job), and the review bonus each tech earned.

By tech and pay period

Native Performance report (test)

The Employee Payroll report rebuilt on HT OS data only: the same windows, tiles, leaderboard and job list from the native payroll's own numbers, plus Project Manager turnovers. Runs beside the Housecall Pro report. Pays nobody.

Owners only, web and phone app

Customer-facing tools (in progress, quick access while we build these out)

Online Pricing Tool

Public quote quiz at /quote — category, qualifying questions, real Value/Premium/Elite pricing, then booking. Opens in a new tab.

Online Booking (quick path)

Public booking-only page at /book — no pricing shown, straight to scheduling. Supports ?service= for direct ad links. Opens in a new tab.

Coming soon

Planned

$

Revenue & Gross Profit

Invoiced + collected revenue by period, gross profit by job type, cost-catalog driven margin analytics.

Planned

%

Close Rate by CSR & Tech

Lead → estimate → job funnel. Filter by lead source, date, service line. Coaching targets per rep.

Planned

📈

Lead Source ROI

Cost-per-booked-job by channel (Google, Meta, Yelp, Thumbtack, referrals). Ties to Marketing tab ad spend.

Planned

🔧

Tech Performance

Per-tech completion rates, average ticket, upsell rate, checklist compliance, route efficiency.

Planned

+

Add your own

Any report that matters to your business — tell Claude what to build and it'll land here.