A Spaid Housecall Pro consultant connects to your HCP account via API, pulls 6–12 months of job records, invoice history, dispatch patterns, and call data, and surfaces the revenue gaps your standard reports miss — in 30 days, with a dollar amount attached to each one.
Housecall Pro captures job data, invoice history, dispatch records, and customer interactions. Most operators use a fraction of the analytical capability they’re paying for. The patterns that explain margin drift, callback root causes, and CSR booking gaps are already in the system — they just haven’t been connected and analyzed.
The gap isn’t the software. It’s the layer between the data Housecall Pro collects and the decisions your ops team needs to make. That layer is HCP optimization — reading your FSM data, cross-referencing it with call and invoice records, and turning the patterns into daily operational decisions.
Housecall Pro captures every job, invoice, dispatch decision, and customer interaction. Most operators use the system for scheduling and invoicing. The data to find margin drift, callback root causes, and CSR booking gaps exists in HCP. It just hasn’t been connected and analyzed at the pattern level.
Less than 20% of HCP’s data is actively analyzed by the average operatorHousecall Pro’s native reports show job counts, revenue totals, and technician activity. They don’t cross-reference callback rate by tech and job type, GM variance by dispatcher and season, or CSR booking rate against your inbound call volume. Those patterns exist in the data — they require an analyst who knows where to look and a system that surfaces them automatically.
The margin patterns driving your biggest gaps aren’t visible in HCP’s default viewsPricing compliance drops after a few months. Techs stop filling in required fields. Dispatch patterns that worked in Year 1 don’t match Year 3 job mix. Without a monitoring layer, Housecall Pro slowly becomes a job-tracking system instead of a margin-management system.
$200K–$400K in annual margin drift from unmonitored HCP executionHousecall Pro training teaches your team how to use the system. HCP intelligence tells you what the system is showing you — and what it means for your EBITDA.
Teaches button clicks and feature navigation. Nobody leaves knowing how to use HCP data to find margin drift by job type.
Manages data entry and basic reporting. Rarely has the analytical depth to surface patterns across 12 months of job, call, and invoice data simultaneously.
Answers product questions. Doesn’t tell you that your HVAC diagnostic calls have a 3× higher callback rate than your plumbing jobs, or what that’s costing you.
Don’t know HCP’s data model. Can’t pull job-level margin by tech without a custom export and a spreadsheet process that breaks monthly.
6–12 months of job records, invoices, dispatch history, and call data. All of it, connected, before Week 1 ends.
Connects CallRail, RingCentral, or built-in HCP calling to job records. See booking rate by CSR, call-to-job conversion, and follow-up gaps invisible inside Housecall Pro alone.
Callback rate by tech and job type, GM variance by dispatcher, quote consistency by branch. The exact patterns your standard HCP reports don’t show.
Daily monitoring of pricing compliance, field execution consistency, and booking rate trends. Catches drift before it compounds into a monthly P&L problem.
Full API access in 72 hours. Cross-system analysis before Week 1 ends. Revenue gap map in 30 days.
Connects to Housecall Pro via API and pulls 6–12 months of job records, invoices, pricing history, dispatch assignments, and call logs. No manual exports, no admin time, no IT project. The Spaid consultant has full data access before Week 1 ends — and the analysis starts immediately.
Connects your call data (CallRail, RingCentral, or HCP’s built-in calling) to job records. AI maps call-to-booking conversion by CSR, missed call patterns by day and hour, and follow-up gaps between CSR and dispatch. The cross-system view of your HCP shop — surfaced in the first 30-day audit.
During the first 30 days, the consultant documents how your highest-margin techs use the job workflow — how they price, what they document, what they attach, how they close. Converts that into a repeatable standard for every tech. Embedded in the FSM job card — not a training deck.
Monitors pricing compliance, GM per job by tech, callback rate by job type, and CSR booking rate — daily. Flags when a tech stops following the pricing standard, when a job type trends high on callbacks, or when a CSR’s booking rate drops. Weeks before it shows up in a monthly HCP report.
Our Full-Operation Audit (Days 1–30) maps every revenue leak — field and back of house. If we don’t identify at least $200,000 in recoverable annual revenue from your Housecall Pro data, we refund Phase 1 in full. You keep all audit deliverables.
After kickoff, we ask for about 30 minutes a week of your ops leader’s time.
We’ll start with a recent export or sample data from your HCP account, show you the biggest leaks, and scope the engagement. Full API access happens only if you proceed to the audit.