Field & Tech Performance
a field report that shows what every visit turned into, tech by tech, with a daily operating report, job costs and a job audit.
- services
- Creative Systems
- year
- 2026
Part of a reporting system built for a home services company. This piece covers the field, from the first visit to the margin on the finished job.
the challenge
Revenue says how the month went, not why. Two techs can run the same number of calls and bring back very different work, and the difference hides in small things: estimates left unapproved, fees waived, timers never started, photos never taken.
the approach
Everything comes in from Housecall Pro, including the techs’ job timers. Each trip to a customer counts as one visit, and a visit counts as sold when it ends in work above the service call fee or an approved estimate. The technician table puts everyone side by side on sold rate, estimate approvals, average ticket, hours and efficiency.
A daily operating report lays each measurable out one column per day against its baseline and goal. Ticket sizes and the kinds of work are read from each job’s own description. A job audit flags what was missed on each job and whose job it was, and a commission sheet works out labor, material and margin on every job.
services on this project
let's make what's next
brand, web, and creative for ambitious companies ready to make a bigger impression.