Operations
Reporting & dashboards software that shows you the business while there's still time to change it.
Revenue, close rates, average ticket, and capacity update as jobs close — not at the end of the month when the numbers are history.
14-day free trial. No credit card.
How it works
How reporting & dashboards works in Homeforce
Every report reads from the same live records your team works in — jobs, estimates, invoices, and time — so there's nothing to export first.
Company
The whole business on one screen.
Revenue by business unit, gross margin, cash collected, and booked work ahead. Set targets and see pacing so you can push or pull before the month is decided.
Teams
Coach from numbers, not hunches.
Compare techs and CSRs on close rate, average ticket, callbacks, and booking rate. Drill from any number to the jobs and calls behind it.
Lead sources
Know which dollars actually came back.
Calls, web bookings, and campaigns are tied to the jobs they produced, so cost per booked job and return on spend come from real revenue — not clicks.
In the app
Give techs their own scoreboard.
Techs see their own revenue, close rate, and spiffs in the mobile app, updated as they close jobs — no waiting for a weekly email.
Delivery
The right report in the right inbox.
Save any report as a view, then send it daily or weekly to whoever needs it. Owners get the morning summary; managers get their team's numbers.
What it can look like
Illustrative example: a 12-tech, multi-trade company that built its numbers in spreadsheets every Monday
- revenue, margin, and close rate — not last week's export
- Liverevenue, margin, and close rate — not last week's export
- of weekly spreadsheet work handed back to the office manager
- ~4 hrsof weekly spreadsheet work handed back to the office manager
- from any number to the jobs, calls, and invoices behind it
- 1 clickfrom any number to the jobs, calls, and invoices behind it
Illustrative example for planning purposes, not a reported customer result. Your outcomes depend on your team, market, and setup.
Popular with
Reporting & dashboards connects to the rest of Homeforce — no exports or re-typing.
- Owner copilotAsk your business anything; get answers and next steps.
- Call trackingKnow which ads ring the phone and which calls book.
- CommissionsSpiffs and commissions calculated automatically.
- Projects & job costingMulti-week jobs scheduled, tracked, and costed live.
- QuickBooks & accountingClean books without double entry.
- AI coachCall and visit coaching for every CSR and tech.
FAQ
Reporting & dashboards questions, answered.
Have a question we didn't cover? Book a demo and ask a product specialist.
Are reports real time?
Yes. Dashboards read from live job, estimate, invoice, and time records, so numbers update as work is completed and paid.
Can I build custom reports?
Yes. Start from a standard report, change filters, columns, and grouping, and save it as your own view. Custom dashboards are available on Scale and Enterprise.
Can technicians see their own numbers?
Yes. Techs see their own performance in the mobile app. You control which metrics they see; they never see other techs' data unless you allow it.
Can I export data?
Any report can be exported to CSV or scheduled by email. Accounting data also syncs to QuickBooks.
How is gross margin calculated?
Margin on a job uses its invoiced revenue minus labor from timesheets and materials used from inventory or purchase orders.
See reporting & dashboards with your own jobs.
Start a 14-day free trial, or see it with your own jobs, techs, and pricebook in a 30-minute demo.
14-day free trial · No credit card · Month-to-month · Free data migration