Know your numbers every day, week and month: Housecall Pro and Jobber reports for electricians

We sit down with you first. Together we walk a job the way the homeowner sees it: the call or the web form, the visit, the estimate, the permit, the install, the inspection and the final invoice. At each step we look at what your Housecall Pro or Jobber account records and what slips through. A lot of owners find features they've paid for and never switched on, like job types, lead sources and scheduled reports. Then we pick the numbers with you. If you want to sell more standby generators, for example, the report gives generator installs their own line so you can watch it move.

The daily report is short and lands first thing: yesterday's calls and how many got answered, today's jobs by electrician, and the inspections on the calendar.

The weekly report comes Monday morning. It shows estimates sent and won for each job type, open estimates and how old they are, permits pulled, inspections passed and scheduled, jobs finished but waiting on an inspector, invoices paid and past due, and money in. The monthly report steps back: average ticket for service calls, panels, chargers and generators; callbacks and return trips; each electrician's booked hours; material costs on the big jobs if you track them; and what you spent on each marketing source next to the jobs it brought in. Callbacks, booked hours per electrician, spend per marketing source and permit and inspection tracking depend on how your account is set up, so we set it up to track them. All three reports are sent automatically, so nobody in the office spends Monday building a spreadsheet.

Permits and inspections are easy to lose track of in field service software, which is why separate permit apps exist. We set the tracking up inside the account you already pay for. Each job that needs a permit gets a place for the permit number, the inspection date and whether it passed, using a custom field, a tag or a checklist, whichever your account handles best. Your weekly report then lists every job waiting on an inspector and every one that failed and needs a return trip. That list is usually money you've earned and haven't billed yet, and nobody has to carry the inspection calendar in their head. Every town runs its permits a little differently, so we build it around how your inspectors work.

Start with the schedule, because electrical work puts a one-hour outlet repair on the same board as a three-day rewire. Installs get blocked out across the days they need, and room stays open for same-day service calls, so the office can slot in a dead circuit without wrecking the week. Online booking is limited to the jobs and hours you choose, so a homeowner can book a troubleshooting visit but not a panel upgrade that needs a look first. Every job gets a job type, which is what lets the report tell a service call from a generator install. Your electricians add photos of the panel and the finished work, plus notes like the panel's brand and age, the service size and what they found behind the wall, so whoever goes back knows what they're walking into.

We build the price book around how you actually price: troubleshooting, outlets and fixtures, panel upgrades, EV chargers, generators, surge protection and rewires. Your electrician can send an estimate with good, better and best options from the truck, so the homeowner can choose between a straight charger install and one paired with a panel upgrade while your electrician is still standing in the garage. On big installs that bill in stages, each payment sits on the job record. Invoices go out from the job, the customer can pay by card on the spot or from a link, and anything still open gets a polite reminder in your company's name on a schedule you pick. If you sell yearly generator service or electrical safety inspections, those can run as maintenance plans with their own visits and billing. We check what your account supports before we build them.

Online, in your own account, with your own jobs. The office learns scheduling, estimates, the permit and inspection records, and invoicing. Your electricians learn the few things the app needs from them on site: the job type, the photos, the permit and inspection notes, closing out the job and taking payment. Skip one of those and the report comes up short, so that's where we spend the time. Sessions are recorded, so the apprentice you hire next spring learns it the same way.

Every job keeps where it came from: Google, Local Services Ads, Facebook, your website, a builder you work with or a neighbor who recommended you. Your ads and listings can have their own tracking phone numbers, and website forms record the page and the ad the homeowner came from. Each month the report puts what you spent on each source next to the estimates it produced, the jobs it booked and the money collected. Then you can see whether the generator ads are bringing in generator jobs or just phone calls, and move the budget toward what pays, so none of it goes to waste.