10 Housecall Pro Reports You Didn't Know Existed (Plus 4 You'll Wish It Had)

Housecall Pro's reporting suite has expanded sharply in the last 18 months. The February 2026 product release added Analyst AI, which builds custom reports on revenue, jobs, technicians, and customers on demand, and HCP now lists over 35 pre-built reports in the platform. Yet a 2026 review on fieldcamp.ai still scores the reporting module at 5.5 out of 10, calling it "too basic for data-driven decisions" compared to ServiceTitan.

The gap is real, but most owners are not using what HCP already ships. Below are 10 Housecall Pro reports most owners have never opened, followed by 4 reports HCP genuinely cannot build. Every item ends with the text prompt that would produce the same answer without any dashboard at all.

1. Invoices Reporting with the Overdue filter

The Invoice List View separates invoices into Unsent, Due, and Overdue. The Overdue filter shows every invoice that has blown past its due date and is still in Open status.

Nearly 80% of service pros get paid within three days of job completion according to Jobber's 2026 platform data, which means anything past 30 days on your Overdue filter is a real collections problem. Most owners only notice when QuickBooks flags the receivable, long after the customer has stopped taking calls.

The view filters by customer, by amount, and by age. It does not text the customer for you.

Text Sully: "list every invoice over 30 days old, sort by age, include customer phone numbers"

2. Service Plan Reporting Suite

If you use HCP Service Plans, the Service Plan reporting section tracks revenue generated by plans, who sold each plan, retention rate, and churn. It lives in the Reporting tab under its own Service Plans sidebar.

Service plan customers are worth 5 to 10 times more over a two-year window than one-time customers because the acquisition cost is already paid and upsell rates on plan visits are higher. HCP surfaces the revenue number but not the LTV calculation.

Owners should be opening this weekly to spot churn before it compounds. The report shows which tech sold each plan, which is the starting point for incentive compensation.

Text Sully: "service plan revenue and churn by sales rep last quarter, ranked"

3. Price Book Performance Report

Every HCP account includes a price book powered by Profit Rhino. Inside the reporting tab, you can filter jobs by line items sold, average price realized, and markup.

Top HVAC shops target a 50% gross margin on service calls and 30% on installs, according to 2026 benchmarks published by Home Service Scorecard. Without the price book report, you do not know which line items are undercut in the field versus quoted at book rate.

This is the report that tells you whether your techs are discounting without authorization. Most owners skip it because the data is buried three clicks deep.

Text Sully: "average price realized vs book price by line item last 30 days, flag anything discounted more than 10%"

4. Analyst AI Custom Reports

Analyst AI is the generative report builder HCP shipped in the February 2026 release. You describe the report in plain language and it builds the query.

This is the closest thing HCP has to a Sully-style conversational interface, but it only answers questions with data that already lives inside HCP. It does not pull in call data, review data, or ad spend.

Useful for HCP-only questions. Useless for cross-source attribution, which is where most of the interesting questions actually live.

Text Sully: "compare revenue from Google Ads leads vs referral leads this month, factoring in close rate and ticket size"

5. Estimate Conversion Report

The Estimates report filters by Sent, Approved, and Declined. Pulling the Declined filter weekly shows every estimate the customer passed on, with the estimate value and the tech who presented it.

Declined estimates in home services convert to sales on follow-up at a rate between 15 and 25% if the follow-up happens inside 72 hours. HCP has the data but does not automatically queue the follow-up.

Run this Monday morning and personally text every customer on a declined estimate over $1,500. Or use an agent. See how AI quoting and estimating tools are closing more of these declines.

Text Sully: "list declined estimates over $1,500 from the last 14 days with customer phone numbers and the name of the tech who presented"

6. Jobs Reporting by Source

The Jobs report filters by Source, which is the dropdown set when the job was booked (Google, referral, repeat customer, Yelp, website). Combined with revenue filters, this is the closest HCP gets to lead-source ROI.

HVAC close rates run 35 to 45% industry-wide, but top shops hit 60%+ on repeat-customer leads and as low as 25% on paid search, according to RevAnalysis 2026 benchmarks. If your HCP Source data shows the same close rate across all sources, the data is not being tagged correctly at intake.

This is where a lot of ad-spend decisions go wrong. The source field gets defaulted to "website" when the actual path was Google Ads to missed call to text-back.

Text Sully: "close rate by lead source last 90 days, and flag sources where the close rate is below 25%"

7. Technician Performance Dashboard

Housecall Pro's Reporting tab includes a Tech Performance view showing revenue generated, jobs completed, average ticket, and hours logged per technician. It is the HCP answer to ServiceTitan's Technician Scorecard.

The top quartile of technicians in HVAC generate 40% more revenue per hour than the median, according to ServiceTitan's 2026 industry report, mostly through add-on sales and higher close rates on options presented. If you are not ranking your techs weekly, you are paying the median technician the same as the top one.

Run this in tandem with job costing to see who is billing high but running high labor hours.

Text Sully: "revenue per tech per hour this week, ranked, and compare to their 4-week average"

8. Customer List Report Builder

Inside the Customers tab, HCP lets you build segmented customer lists: all customers, active service plan holders, customers with zero visits in 12 months, customers over a certain LTV. This is an under-used feature that drives reactivation campaigns.

Reactivation revenue from customers 12+ months inactive converts at 8 to 15% on a targeted text campaign, according to Hatch's 2026 platform data. HCP has the data to build the list but does not automate the outreach.

This is the list you hand to an AI customer reactivation agent to run the campaign.

Text Sully: "build a list of all customers who have not had a visit in 12+ months with lifetime value over $500"

9. Payments Report

The Payments Report filters by processor (HCP Payments, cash, check, ACH) and shows transaction fees, refunds, and net deposits. It is the report most owners should be reconciling against their bank statement monthly.

HCP Payments charges 2.59% to 3.25% per card transaction plus a per-transaction fee. Over a year on $1.5M in card revenue, that is $39,000 to $48,750 in processing fees. Tracking the rate weekly catches any upcharges or fee tier changes.

The report is accurate. Most owners just never compare it to their merchant statement.

Text Sully: "total card processing fees we paid last quarter, broken out by month, and the effective rate"

10. Pipeline Report for Leads

The Leads module inside HCP tracks leads through stages from New to Won or Lost. The Pipeline report shows conversion by stage and average time in each stage.

Lead-to-booked conversion in home services should hit 60%+ on inbound calls and 15 to 30% on form-fill leads, according to 2026 benchmarks from WebFX. If your HCP pipeline report shows bottlenecks at the "Contacted" stage, you have a follow-up speed problem.

Most owners discover the pipeline report exists only when a sales coach asks them for the numbers.

Text Sully: "where are leads stalling in our pipeline, average days in each stage, and which reps have the worst drop-off at Contacted"

4 Reports Housecall Pro Cannot Build (And Owners Want)

1. True profit margin per job

HCP has job costing but not true margin reporting that ties time, materials, call-back visits, and warranty work to a single job. A 2026 review on contractorsoftwarehub.com specifically called out that "business owners who want to track revenue by technician, analyze marketing ROI, or forecast revenue will find themselves working around HCP's reporting limitations."

Margin calculation lives in QuickBooks for most owners, which means no one looks at it job-by-job.

Text Sully: "jobs last month with true margin under 25%, including callback visits and warranty work, by tech"

2. Missed-call revenue attribution

HCP does not track missed calls or tie them to eventual bookings. Invoca's 2026 data shows home service businesses miss 27% of inbound calls worth approximately $1,200 each. Over a year, that is $45,000 to $120,000 in unbooked revenue for the average contractor.

The data exists in your phone system, not in HCP. Closing this gap is why AI receptionist tools for home services are one of the fastest-growing categories in 2026.

Text Sully: "how many calls did we miss last week, estimated revenue loss, and did any of those callers book with us later?"

3. Route efficiency and drive time per job

A March 2026 feature audit confirmed HCP does not offer route optimization on any plan. That means no report on drive time per job, miles per revenue dollar, or route density.

Top-performing residential service shops run 6 to 8 jobs per tech per day. If your average is 4, the answer is usually driving time, not demand. HCP cannot tell you either way.

Text Sully: "average drive time between jobs per tech last week, flag anyone over 45 minutes between stops"

4. Cross-source customer 360

HCP stores customer records but does not merge them with email threads, SMS conversations, phone calls, review responses, and past jobs into a single timeline. If a customer called Monday, texted Wednesday, emailed Thursday, and booked Friday, you see four separate events.

This is the single biggest gap for any $1M to $10M shop. Every real-world customer lives across five touchpoints, and the CRM sees one.

Text Sully: "show me every interaction with the Johnson household over the last 6 months, across calls, texts, emails, and jobs"

Why text replaces the dashboard

HCP shipped Analyst AI to answer the demand for conversational reporting. It works for questions that live inside HCP data. It does not work for the 40% of questions that cross into your phone system, your ad accounts, your email, and your review platforms.

Sully sits on top of your Housecall Pro account and your Google account and your phone system. You text the question in plain language and get the answer, sourced from whichever system actually has the data. The stat most owners care about, revenue per tech per hour compared to last month with callbacks factored in, takes under 15 seconds.

For a deeper look at how this works under the hood, see how to build an AI agent for home services. For HVAC shops specifically, AI agents for HVAC contractors covers the specific integrations that matter most.