Today — Today so far, Eastern time (still open) · 4 Nov 2026 · Install
Collected
open
$0Collected, today$0All the money customers paid us, by card, check, cash, bank transfer or financing, minus any refunds we gave back.How it’s counted•Every payment recorded in HousecallPro counts on the day it was paid.•A refund comes off on the day it was given back.•This tab only counts payments for install jobs (a whole new system).The math0 payments ($0.00) − 0 refunds ($0.00) = $0.00 · 4 Nov 2026 so farGood to knowToday isn’t over yet, so this keeps changing until midnight.Not countedPayments for other kinds of work2 · $240.00Card payments that failed or were declinedPayments on invoices that were later canceledTest customers and internal recordsFull definition →See the records →
vs last Wed by 6:25 pm · $0Collected: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · $0Collected so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math$0.00 now, against $0.00 then. A change from zero has no percentageFull definition →
0 paymentsPayments, today0 paymentsHow many customer payments came in: every card, check, cash, bank transfer or financing payment that makes up Collected.How it’s counted•This tab only counts payments for install jobs (a whole new system).The math0 payments totaling $0.00 · 4 Nov 2026 so farFull definition →See the records → · 0 refundsRefunds, today0 refundsMoney we gave back to customers. It’s already taken off Collected, on the day each refund was given.How it’s counted•This tab only counts refunds for install jobs (a whole new system).The math0 refunds · 4 Nov 2026 so farFull definition →See the records →
$0Earned, today$0The value of the work we finished: every job marked complete in HousecallPro, at its full job price, whether or not the customer has paid yet.How it’s counted•A job counts on the day it was marked complete.•It counts at its whole job total, even when it was billed on two invoices (like a deposit and a balance).•Warranty work, callbacks and plan visits count at $0.•This tab only counts jobs for install jobs (a whole new system).The math0 jobs ($0.00) = $0.00 · 4 Nov 2026 so farNot countedFinished jobs of other kinds6 · $240.00Jobs not marked complete in HousecallPro, even if the work is doneTest customers and internal recordsGood to knowToday isn’t over yet, so this keeps changing until midnight.A job that’s done but never marked complete is missing here. The orange note under this tile shows how much, when there is any.Full definition →See the records →
vs last Wed by 6:25 pm · $0Earned: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · $0Earned so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math$0.00 now, against $0.00 then. A change from zero has no percentageFull definition →
0 jobs completedJobs completed, today0 jobs completedHow many jobs were marked complete: the jobs Earned adds up, including $0 warranty, callback and plan visits.How it’s counted•This tab only counts jobs for install jobs (a whole new system).The math0 paid jobs + 0 at $0 = 0 jobs · 4 Nov 2026 so farFull definition →See the records →
0New customers booked, today0Brand-new customers: people whose very first job with us was booked in this period.How it’s counted•A customer counts once, on the day their first job was created in HousecallPro.•They still count if that job was later canceled. The line under the number shows how many were.•This tab only counts customers whose first job was install jobs (a whole new system).The math0 new customers · 4 Nov 2026 so farGood to knowToday isn’t over yet, so this keeps changing until midnight.Not countedNew customers whose first job was a different kind of work2Returning customers (anyone who already had a job with us)Jobs typed by mistake and deleted within the hourTest customers and staff time-off entriesFull definition →See the records →
vs last Wed by 6:25 pm · 0New customers booked: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · 0New customers booked so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math0 now, against 0 then. A change from zero has no percentageFull definition →
0 of them had every job canceledNew customers who canceled, today0 of them had every job canceledHow many of these new customers ended up with every one of their jobs canceled.The math0 of the 0 new customers · 4 Nov 2026 so farGood to knowA job can be canceled after a tech went out or a payment was taken, so this doesn’t always mean nobody visited.Full definition →See the records →
0First-time paying customers, today0Homeowners who paid us for the first time in this period.How it’s counted•A customer counts on the day their payments first add up to $1 or more.•Each customer only ever counts once.•This tab only counts customers whose first payment was for install jobs (a whole new system).The math0 customers paid for the first time · 4 Nov 2026 so farNot countedFirst-time payers whose first payment was for a different kind of work2Businesses and commercial accountsCustomers who were refunded back to $0Test customers and internal recordsGood to knowToday isn’t over yet, so this keeps changing until midnight.These aren’t the same people as New customers booked: someone booked last month who first paid this month counts here, not there.Full definition →See the records →
vs last Wed by 6:25 pm · 0First-time paying customers: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · 0First-time paying customers so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math0 now, against 0 then. A change from zero has no percentageFull definition →
paid for the first time in this window — not the same people as New customers booked
—Avg income per call, today—What an average finished job brings in: the total value of the jobs we completed, divided by how many jobs that was.How it’s counted•Add up the job totals of every job marked complete.•Divide by the number of those jobs.•Warranty work, callbacks and plan visits count as $0 jobs, so they pull the average down.•This tab only counts jobs for install jobs (a whole new system).The mathNo jobs were finished 4 Nov 2026 so far, so there’s no average yet. It shows a dash, not $0.Not countedFinished jobs of other kinds6 · $240.00Jobs not marked complete in HousecallProTest customers and internal recordsGood to knowToday isn’t over yet, so this keeps changing until midnight.Full definition →See the records →
vs last Wed by 6:25 pm · no callsAvg income per call: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · no callsAvg income per call so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The mathNo finished jobs in either period (4 Nov 2026 so far or 28 Oct 2026 up to 6:25 pm), so there is nothing to compareFull definition →
0 calls billed $0Calls billed $0, today0 calls billed $0Finished jobs we didn’t charge for: warranty work, callbacks, plan visits and waived diagnostics. They’re included in the average above.How it’s counted•This tab only counts jobs for install jobs (a whole new system).The math0 finished jobs − 0 billed above $0 = 0 billed $0 · 4 Nov 2026 so farFull definition →See the records →
$0New jobs booked, today$0The dollar value of the jobs we booked: every job created in HousecallPro in this period, at its current price.How it’s counted•A job counts on the day it was booked, not the day of the appointment.•Canceled jobs stay in this total. The line under the number shows how much was canceled.•A job booked at $0 gains its price once the tech prices it, so recent days can still go up.•This tab only counts jobs for install jobs (a whole new system).The math0 jobs ($0.00) + 0 canceled jobs ($0.00) = $0.00 · 4 Nov 2026 so farGood to knowToday isn’t over yet, so this keeps changing until midnight.Not countedJobs booked for other kinds of work4 · $219.00Jobs typed by mistake and deleted within the hourStaff time-off and calendar entriesTest customers and internal recordsFull definition →See the records →
vs last Wed by 6:25 pm · $0New jobs booked: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · $0New jobs booked so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math$0.00 now, against $0.00 then. A change from zero has no percentageGood to knowLast week’s jobs count at their price today, which may have gone up since they were booked.Full definition →
0 jobsJobs booked, today0 jobsHow many jobs we booked, including ones that were canceled afterward.How it’s counted•This tab only counts jobs for install jobs (a whole new system).The math0 still on + 0 canceled = 0 jobs · 4 Nov 2026 so farFull definition →See the records → · 0 canceled, $0Canceled jobs, today0 canceled, $0Jobs booked in this period that were canceled afterward, and what they were worth. They’re still part of the booked total above.How it’s counted•This tab only counts jobs for install jobs (a whole new system).The math0 of the 0 jobs were canceled, worth $0.00 together · 4 Nov 2026 so farFull definition →See the records → · 0 not yet pricedNot yet priced, today0 not yet pricedOpen jobs booked in this period that still have no price on them, usually service calls waiting for the tech to price the repair.How it’s counted•Plan visits and contract visits that are free on purpose don’t count.•Jobs discounted to $0 were priced (at zero), so they don’t count.•Canceled and finished jobs don’t count.•This tab only counts jobs for install jobs (a whole new system).The math0 open $0 jobs − 0 visits free on purpose − 0 priced at zero = 0 not yet pricedFull definition →See the records →
367Maintenance contracts, today367How many customers have a maintenance plan: anyone with a plan on their account in the 12 months up to this date.How it’s counted•A customer counts once, however many plans or systems they have.•A plan shows up from the invoice it was sold or billed on.•Plans sold under the older 2025 name, “Maintenance Yearly Agreement,” count too.The math475 plan records from 5 Nov 2025 – 4 Nov 2026, counting each customer once = 367 customersNot countedPlans dated after 4 Nov 2026, like invoices made ahead of a visit58Plans on invoices that were canceled5Good to knowToday isn’t over yet, so this keeps changing until midnight.Plans belong to customers, not kinds of work, so this number is the same on every tab.Full definition →See the customers →See the plans sold →
+2%vs last Wed (whole day) · 359Maintenance contracts: change vs last Wed (whole day)+2%vs last Wed (whole day) · 359Customers with a plan now, compared with the end of last Wednesday, 28 Oct 2026.The math367 − 359 = +8; +8 ÷ 359 = +2%Full definition →
customers holding a plan in the 12 months to 4 Nov 2026
+1 plan soldPlans sold, today+1 plan soldMaintenance plans sold in this period. A home that buys plans for two systems counts as 2.How it’s counted•A plan counts on the date of the invoice it was sold on.•Unpaid plan invoices count; canceled ones don’t.The mathPlans on 1 invoice (0 unpaid, 0 commercial) = 1 plan · 4 Nov 2026 so farGood to knowPlans belong to customers, not kinds of work, so this is the same on every tab.Full definition →See the plans sold →
all work — contracts belong to customers, not job types
—Avg drive between jobs, today—How long the vans actually drive from one job to the next, measured by the GPS in each van.The mathNo drives between jobs · 4 Nov 2026 so far, so there’s no average yet. It shows a dash.Not countedDrives after the van went home for an hour or more0Finished jobs no van was found at (no GPS in the vehicle, or no van parked at the address)0The first drive of each dayHow it’s counted•A drive runs from leaving one job to arriving at the next job that day. The first drive of the day doesn’t count.•If the van stopped on the way (supply house, gas, lunch), the time parked there is taken out, so only time moving counts.•If the van went home for an hour or more in between, the next drive is a new start and isn’t counted.•This tab only counts drives where the jobs at both ends are install jobs (a whole new system).Good to knowToday isn’t over yet, so this keeps changing until midnight.Joseph’s truck has no GPS, so jobs he drives to on his own aren’t in this.Full definition →See the records →
vs last Wed by 6:25 pm · no drivesAvg drive between jobs: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · no drivesAvg drive between jobs so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The mathNo finished jobs in either period (4 Nov 2026 so far or 28 Oct 2026 up to 6:25 pm), so there is nothing to compareFull definition →
0 drivesDrives counted, today0 drivesHow many drives between jobs the average is based on, including drives that stopped on the way.The math0 trips between jobs = 0 drives · 4 Nov 2026 so farFull definition →See the records →
0New leads, today0People who reached out asking for AC work we could book: calls, Facebook and Instagram lead forms, website forms, online bookings, texts and Facebook messages.How it’s counted•Lead forms and online bookings always count.•Every call, text, message and website form is read by AI with the customer’s HousecallPro history beside it, and counts only when they ask for a repair, maintenance, an install quote or other service.•The same person counts once a week.•This tab only counts leads for install jobs (a whole new system).The mathNo leads · 4 Nov 2026 so far, so this shows 0Not countedRepeat contacts from the same person within 7 days0Good to knowToday isn’t over yet, so this keeps changing until midnight.The AI will get some wrong. See the records lists every contact with its verdict.Full definition →See the records →
vs last Wed by 6:25 pm · 0New leads: change vs last Wed by 6:25 pmvs last Wed by 6:25 pm · 0New leads so far today, compared with last Wednesday (28 Oct 2026) up to the same time of day, 6:25 pm.The math0 now, against 0 then. A change from zero has no percentageFull definition →