Plumbing business KPIs and reports that show what's growing and what's not

We start with you, not with a template. Together we walk your process the way a homeowner goes through it, from the first call to the paid invoice, and look at what your software records along the way and what it misses. Plenty of owners find tools they've been paying for and never turned on, like job types, lead sources or scheduled reports. Then we pick the short list with you. If you want more water heater work, for example, the report splits water heater replacements from repairs so you can see that line grow.

The daily report is short and comes first thing: yesterday's calls and how many were answered, any after-hours calls and whether someone called them back, today's jobs, and anything urgent, like an emergency that bumped the schedule.

The weekly report lands Monday morning: booked jobs split into emergency and scheduled, estimates sent and won, open estimates by age, invoices sent and paid, the past-due list, and money in. The monthly report is the big picture: average ticket by job type, callbacks and warranty trips, booked hours for each tech, and where the jobs came from. Some of these, like callbacks and booked hours, depend on how your account is set up, so we set it up to track them. All three are sent to you automatically, so nobody in the office has to build them by hand.

The reports are only as good as what the software records, so the setup comes first. Online booking is limited to the services and hours you choose, so a dripping faucet request at 9 p.m. lands on tomorrow's schedule and doesn't take a slot you were holding for emergencies. The office and every truck work from one dispatch board, so when a burst pipe comes in, the office can slot it in and move the routine jobs with a heads-up to those customers. Job notes live on the customer's record: the water heater's age, where the shutoff and the cleanout are, the galvanized line your plumber flagged last spring. Every job gets a job type, which is what lets the report tell a drain cleaning from a repipe.

We build your price book around how you actually price the work: drain cleaning, fixture swaps, water heaters, sewer lines and repipes. Your plumber can send an estimate with options from the truck, so the homeowner can pick between a straight water heater swap and an upgrade while your plumber is still standing in the garage. When the job is done, the invoice goes out from the job, and the customer can pay by card on the spot or from a link. Any invoice still open gets a polite reminder in your company's name on a schedule you set, so nobody has to remember who still owes.

Yes. A yearly water heater flush, a drain maintenance visit or a whole-house plumbing check can be set up as a plan with its own visits and billing. Housecall Pro and Jobber both handle recurring visits, and what is available depends on your software plan, so we check what your plan includes before we build anything. Once plans are running, your monthly report shows how many you sold and which visits are still owed.

Online, on your own account, using your own jobs. The office learns booking, dispatch, estimates and invoicing. Your plumbers learn only what the app needs from them on a job: the notes, the photos, the job type, closing the job out and taking payment. That part matters more than it sounds, because a job closed without its job type is a job your report can't count right. Every session is recorded, so the next plumber you hire starts from the same place.

Every job carries where it came from: Google, Local Services Ads, Facebook, your website, a home warranty company or a neighbor's referral. Calls from your ads and listings can get their own tracking numbers, and website forms carry the page and the ad the visitor came from. Your monthly report then puts what you spent on each one next to the jobs it booked and the money it brought in. That's how you stop paying for the ads that ring the phone with price shoppers and put the money where the paying jobs come from.