Monthly performance
HomeWorks activity, billing, and pricing signals for Pappas & Co.
Customer pricing targets
Set the minimum pre-tax visit value you want for each budgeted visit hour for each customer. This is the planned time for the whole crew on site, not one hour per worker. For example, a $150 target means a half-hour visit needs a $75 pre-tax price. Targets are saved in YardDesk and never change customer prices.
This is a planning goal, not profit. Materials, travel, equipment, overhead, and actual labor cost are not included.
Set targets by customer
Each saved target applies to that customer's properties and services. Leave the amount blank and save to clear it.
| Customer | Visits reviewed | Value / visit hour | Target / visit hour | Result |
|---|---|---|---|---|
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Services
Completed visit value and planned crew time. Values are before tax and are separate from invoices issued.
| Service | Customers | Visits | Visit value | Budgeted hours | Value per budgeted hour | Share of visit value |
|---|---|---|---|---|---|---|
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Pricing review by property
Properties with the lowest pre-tax visit value per budgeted visit hour appear first. Gaps use each customer's saved target.
| Customer and property | Service | Visits | Average visit price | Average budgeted hours | Value / hour | Customer target / hour | Gap to target / visit |
|---|---|---|---|---|---|---|---|
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Prices and budgeted hours are planning measures. This report does not calculate profit or change customer pricing.
Customer targets are saved in YardDesk for authorized office users. They do not update HomeWorks prices.