Jobber vs Housecall Pro reports: your weekly owner dashboard

Your Friday dashboard should end with three things: invoices to send, customers to call and jobs to fix. A bigger revenue graph is nice. A shorter list of money leaks is better.

Choose Jobber for a compact service-business overview; Housecall Pro is the alternative for an HVAC, plumbing or electrical shop that wants its mechanical-trade KPIs and technician leaderboard together. Keep one rule on either screen: sold work, completed work, sent invoices and cash collected are different numbers.

Reports that answer an owner’s questions

Friday question	Jobber	Housecall Pro
What work did we win?	Insights overview shows converted quotes and new one-off/recurring jobs	Mechanical KPI Dashboard shows estimates sent, close rate and booked jobs by lead source
What does revenue mean here?	Dashboard revenue is sent invoices, after discounts and before tax	Mechanical dashboard completed revenue is completed jobs, excluding canceled jobs and refunds
What cash came in?	Filter Transactions list to Paid or Deposited and the review date range for payments received; payouts show Jobber Payments funds heading to the bank	Collected includes actual payments, including partial payments on open invoices
Who still owes us?	Receivables, client balance summary and aged receivables	Open invoices and aging reports; mechanical dashboard aging buckets
Did finished work make money?	Recent one-off jobs shows completed-job profit percentage with job costing enabled	Jobs → Job Costing reports show costs, gross profit and margin
Who can see the numbers?	Admin or Reports permission; feature permissions still restrict visible reports	Give the office the appropriate reporting access; use the permissions comparison for role setup
Can we export the detail?	Report exports; Transactions list can email an Excel copy	Jobs/Estimates dashboard reports offer Download CSV or Send by Email

Jobber documents its Insights dashboard, report access and invoice/payment reports. HCP documents the Mechanical KPI Dashboard, invoice reports and dashboard exports.

Plan gates: Jobber’s Insights dashboard is on all plans; job costing is Grow/Plus, and report availability also depends on plan and permissions. HCP’s Mechanical KPI Dashboard is for HVAC, plumbing and electrical businesses; its Tech Leaderboard requires Essentials or Max. HCP’s cited report guides do not name one minimum plan for every report, so have the specific reports included in your plan quote.

For the whole software decision and current seat costs, use Jobber vs Housecall Pro.

Ask five questions in the same order

1. What sold? Review accepted work and the next action needed to get it onto the calendar. A sale waiting for a deposit or an installation date is still an office task.

2. What finished but has not been billed? Match completed work against its invoice record. Open the actual jobs behind the headline, especially installs with return visits or staged billing. Give each missing invoice an owner.

3. What did we invoice? Review sent invoices and any drafts still on someone’s desk. This is the bill-out view, not the bank balance.

4. What did we collect, and what is overdue? Work the oldest unpaid balances and disputed invoices. Use our overdue invoice reminders comparison for the follow-up setup.

5. What did the work cost? Pick completed jobs with weak margins and inspect the labor, materials and other costs. A missing receipt can make a bad job look wonderful. The job-costing comparison covers the input workflow.

Key takeaway: Every number needs a definition, a date range and a next action. Give each action a person and a due date.

Friday review in Jobber

1. Open Insights on the web. Start with the overview’s date range and look at converted quotes and new jobs. Open the underlying report when a count needs investigation.
2. Read revenue as invoices, not cash. The revenue chart uses sent invoices after discounts and before tax. Then open Transactions list, select Paid or Deposited and set the review date range for payments received. Keep the two headings separate in your weekly notes.
3. Work the receivables list. Open client balance summary or Aged Receivables. Filter the overdue range and add customer contact columns so the office can act on the list.
4. Compare completed jobs with invoices. Open the relevant jobs and their billing records. Write down anything finished but awaiting the office’s invoice action.
5. Inspect completed-job margins. With job costing enabled, use recent one-off jobs’ Completed view. Active jobs show costs so far rather than a finished-job profit percentage.
6. Hand over the detail. Use the relevant report export; Transactions list’s Receive Excel Copy emails its spreadsheet. Put the reporting period in the file name and assign the follow-ups.

Jobber’s dashboard guide explains the widgets and definitions. Its invoice/payment reporting guide covers transaction exports and aged receivables; job costing covers the Grow/Plus profit inputs. Job costing also needs the user’s costing permission—see technician and office permissions.

Friday review in Housecall Pro

1. Open the right view. For the mechanical trades, go to Reporting → Business Insights. The dashboard starts on the current month; choose month, quarter or year to date, or the last 30 days. For a weekly work list, filter the underlying job, estimate and invoice reports to your review dates.
2. Read Completed and Collected separately. Completed revenue reflects finished jobs; Collected includes payments such as partials on open invoices. Use both to see work delivered and money received.
3. Review estimates and booked work. Use the sent-estimate and close-rate cards to find the next sales action. Essentials/Max shops can use the Tech Leaderboard to investigate performance by technician.
4. Open the unpaid detail. In Reporting → Reports → Invoices, use Open Invoices and Aging. Their default range is the last 365 days by invoice-created date. Widen it when chasing an older balance so it stays in view.
5. Review the job-costing exceptions. In Reporting → Reports → Jobs, open Job Costing, filter the jobs and adjust the metric columns. Inspect the underlying costs before changing prices or coaching a technician.
6. Save the office’s working list. For Jobs/Estimates dashboard reports, open the eye icon, set dates and filters, then use the Excel icon for Download CSV or Send by Email.

HCP’s KPI definitions, invoice-report defaults, costing reports and export steps support that routine. Its invoice report amounts include tax and exclude tips; keep that basis clear when comparing an export with a pretax revenue figure.

A small owner worksheet that keeps the numbers honest

This is an illustrative, pretax example for one finished batch of work. It assumes no opening receivables, credits or refunds; use one matched batch rather than subtracting unrelated dashboard totals.

Batch measure	Example
Completed work	$24,000
Invoices sent for that work	$22,000
Payments received against those invoices	$18,000
Job costs recorded	$15,000
Completed work still to invoice	$2,000
Sent invoice balance still unpaid	$4,000
Gross profit on completed work	$9,000
Gross margin	37.5%

The office’s next move is concrete: bill the $2,000, work the $4,000 balance and inspect the costs behind the $9,000 profit. Keep earlier customer balances and tax separate when using your own numbers. Our QuickBooks sync comparison covers the bookkeeping handoff; these operational views serve a different job.

Which dashboard should you live in?

A general service or recurring-route owner: start with Jobber’s overview and a short exceptions list. It gives you a clear route from converted quotes to sent invoices, receivables and completed-job profit when costing is enabled.

HCP’s Mechanical KPI Dashboard is the alternative for a mechanical-trade owner who wants its trade KPIs together. The completed/collected split and Essentials/Max Tech Leaderboard give the weekly discussion a useful shape. Keep the report filters alongside it so an attractive headline turns into a customer call or a job review.

Close the review with one list: the task, the person and the due date. That is the owner dashboard that gets used on Monday.