HomeWorks activity
Reports
A clear monthly view of billing, completed work, and customers to review.
Where should we focus?
Review customers below their own pricing goals, see who is performing well, and spot missing targets or time records. Customer targets are set in the monthly report.
Invoices issued—Invoices dated this month; includes tax
Payments received—Less refunds; may pay older invoices
Completed visits—Pre-tax visit value —
Tracked job time—Visits with recorded time
Needs pricing review
Customers below their saved target per budgeted visit hour.
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Review all →Performing well
Customers meeting or exceeding their saved target.
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See customer review →Targets to set
Customers with priced, budgeted visits and no saved target.
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Set customer targets →Detailed reports
Monthly performance & pricingHomeWorks invoices, payments, completed visits, service mix, and customer targets.
Operations & opportunitiesPricing gaps, contract progress, receivables, crew and route efficiency, data issues, and profit readiness.
Customer target reviewThree months of comparable visits, proposed goals, and customers needing an individual check.
Sales tax reportReview tax based on billing, outstanding balances, or collections.
Tax transfer reconciliationReview linked and unresolved transfers.
Invoice totals and payments are different measures. Pricing uses budgeted hours and does not establish actual profit.