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Reporting

Reporting & Analytics for Home Service Companies

Real data. Real decisions. Real growth.

Revenue, close rates, technician performance, lead source ROI, and job profitability — updated continuously. Stop making decisions on gut feel and month-old numbers. See your business clearly and act on what you see.

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ecodefx.epescode.com/dashboard This Month Revenue $48,200 ↑ 23% vs last month Close Rate 68% ↑ 12% vs last month Revenue by Source Google Ads $22,400 Referrals $19,200 Truck Wraps $6,400 Yelp Ads $1,600
Running Blind

You Can't Grow a Business You Can't See Clearly — And Most Owners Can't See Their Business Clearly

Most home service owners check their bank balance to gauge business health and look at QuickBooks at month-end to see the damage. They find out their close rate dropped in March when they read the April summary. By then, whatever caused the drop has been running for six weeks.

ECode FX reporting gives you real-time business intelligence. Revenue as it's collected — not as it's invoiced. Close rate as estimates are approved or lost — not at month-end. Marketing channel ROI by actual booked revenue — not call volume. The information you need to make good decisions, when you can still act on it.

  • Revenue dashboard updated in real time as payments are collected
  • Close rate by job type, technician, service area, and time period
  • Lead source ROI: revenue generated per dollar spent by marketing channel
  • Technician performance: revenue, jobs, close rate, and average ticket per person
  • Job profitability: gross margin by service type after labor and materials
  • Automated reports delivered to your inbox on any schedule you set
12+
standard reports available out of the box — no setup or configuration required
Everything Included

Every Feature You Need in Reporting & Analytics

No add-ons. No hidden tiers. Everything below is included with your ECode FX subscription.

Live Revenue Dashboard

Total revenue, collected vs. outstanding, by service type, by technician, and by time period — updated in real time as payments are collected. See a live view of exactly what you've earned and what's still owed at any moment.

Lead Source ROI Report

Which marketing channel generates the most actual booked revenue — not just the most calls? ECode FX tracks every lead to its source and every job to its revenue, giving you true cost-per-acquisition and revenue-per-channel data to allocate budget intelligently.

Close Rate Analytics

Your close rate broken down by job type, estimate type, technician, and service area — calculated automatically. Know which services you're winning and which you're consistently losing, then investigate why.

Technician Performance Report

Jobs completed, revenue generated, average job value, and close rate per technician — updated continuously. Know your top performers and identify where coaching investment will have the most measurable impact.

Job Profitability Analysis

Revenue, actual labor cost, and material cost per job — giving you true gross margin by service type. Know which services are genuinely profitable and which ones look good on the invoice but are subsidized by your higher-margin work.

Automated Report Delivery

Configure any report to be generated and emailed to you automatically — daily, weekly, or monthly. Stay informed on the metrics that matter without logging in.

"

I found out my service calls run 23% lower margin than my installations. I never would have known without the job profitability report. That one insight changed my pricing.

DK
David K.
Owner, ComfortFirst HVAC
Customer Result

Discovered a 23% Margin Gap — Fixed Pricing in 30 Days

ComfortFirst's owner assumed his service call revenue was healthy because the invoice amounts seemed reasonable. After running the job profitability report in ECode FX, he discovered that service calls — when labor time and dispatch overhead were properly allocated — were running 23% lower gross margin than installation work. He adjusted service call pricing and improved average gross margin by 14 points within 60 days.

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Frequently Asked Questions

ECode FX stores complete job and financial history from your first day using the system. Reports can be run for any date range — day, week, month, quarter, year, or custom range.
Yes. Reports can be exported to PDF or CSV and shared with anyone. You can also create read-only reporting access for your accountant without giving them full ECode FX access.
No — they serve different purposes. ECode FX shows you operational intelligence: close rates, job profitability, technician performance. QuickBooks handles accounting and tax preparation. ECode FX syncs data to QuickBooks so both stay accurate.
Yes. Revenue, close rate, and job volume can be filtered by zip code, city, or custom service area — useful for identifying which markets are outperforming and which need attention.

Stop Running Your Business on Gut Feel

Book a demo and see the ECode FX reporting dashboard live with data from your specific industry.

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