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Reports

Job volume, profitability, AR aging, refrigerant compliance.

11 articles
Basics9 / 9
Reports overview
The reports Run a Call ships with and which ones to check weekly.
Jobs report
Volume, status mix, and trends across a date range.
Job profitability report
Revenue minus labor and parts, by job and by tech.
Accounts receivable aging report
Who owes you what, bucketed by how late they are.
Payments report
Every payment by date, type, customer, and tech.
Call tracking and source attribution
Which ad source produced which booked job.
Memberships report
Active members, churn, MRR, and renewal pipeline.
Tech scorecards
Jobs closed, average ticket, callbacks, hours billed — per tech.
Time-tracking report
Hours by category (on-site, travel, idle, break) across the team.
Compliance reports2 / 2
Refrigerant compliance report (EPA)
Track refrigerant added, recovered, and leaked — required for EPA recordkeeping.
Equipment attach-rate report
How many jobs end with equipment recorded vs not — a data-quality check.