The 5 Reports Every Home Service Owner Should Run Every Monday

The Monday morning data pull should take 10 minutes and answer 5 questions that set up the week before the first truck rolls. The longer-form version is in home service business reporting for the weekly meeting.

Not 20 reports. Not a full dashboard session. Five questions, answered in sequence, that tell you whether the week ahead is set up to go well or has problems that need attention before Tuesday. The owners who do this consistently spend less time fighting fires on Wednesday because they saw the fires coming on Monday. Below are the five reports, where to find them in every major CRM, and the specific questions each one answers.

Report 1: Open estimates older than 5 days with no activity

This is the follow-up list for the week. Every estimate sitting in open or pending status with no contact activity in the last 5 days is a revenue opportunity that has gone cold. The estimate is not dead. It is waiting for someone to reach back out.

In Jobber: go to Work, select Quotes, filter Status to Awaiting Response, and sort by Created Date ascending. Any quote older than 5 days with no logged activity is on the call list. Jobber does not surface a "last activity" filter natively, so the workaround is sorting by creation date and eyeballing the activity column.

In Housecall Pro: go to Estimates, filter by Open status, sort by Created Date. The platform shows the last-modified date in the list view, which is the closest proxy for last activity.

In ServiceTitan: go to Sales, Estimates, filter by Status = Unsold, sort by Estimated Date ascending. ServiceTitan shows the last-touched date for each estimate in the list.

In Workiz: go to Leads or Estimates depending on how your account is configured, filter by Open status, sort by creation date. The list view shows the assigned tech and last update.

The Monday action from this report is a 5-item or fewer follow-up call list for the owner or a CSR to work through before Wednesday. More than 5 open estimates older than 5 days indicates a systemic follow-up problem, not a one-week backlog; the cadence is in estimate follow-up cadence for home services.

Text Clint: "show me all open estimates older than 5 days with no follow-up activity, sorted by value"

Report 2: Schedule vs. capacity this week

This report answers whether the current week is under-loaded, over-loaded, or appropriately staffed before it is too late to change it. Running this on Monday morning gives you 24 to 48 hours to fill gaps or redistribute jobs before schedule inefficiency becomes sunk cost.

In Jobber: open the Schedule view, select Week, and compare the total job count and estimated hours against the number of techs and their available hours. Jobber does not have a native "capacity utilization" metric, so this is a visual assessment. If large blocks are empty on Tuesday or Wednesday, the week is under-loaded.

In Housecall Pro: the Schedule view shows jobs by technician across the week. The dispatch board highlights gaps. Housecall Pro also has a Team Capacity widget in some plan tiers that shows hours booked vs. available.

In ServiceTitan: go to Dispatch Board, select Week view. ServiceTitan's capacity planning tools are more detailed and show booked hours vs. available hours by technician. This is one area where ServiceTitan has a clear advantage over smaller-CRM competitors.

In Workiz: open the Schedule or Dispatch view. The calendar view shows jobs per tech per day. Workiz does not have a native capacity utilization report, so the check is visual.

A week that is under-loaded by Monday morning still has time to recover. The Monday action is to identify the 2 or 3 specific days with capacity gaps and assign someone to fill them through inbound follow-up calls to the open estimates list from Report 1. The broader rollup is in the home service business KPI dashboard for daily and weekly review.

Text Clint: "how many jobs are scheduled this week compared to our average job count, and which days have open capacity?"

Report 3: Revenue collected vs. revenue invoiced last week

This is the accounts receivable health check. Collections lag invoices by 3 to 5 days in healthy businesses. If the gap is consistently 7 days or more, the AR process has a problem: invoices are going out but payment follow-up is not happening on schedule.

In Jobber: go to Reports, select Invoices, filter by last 7 days. Run two numbers: total invoiced (all invoices sent, any status) and total paid (status = paid). The gap between them is the current week's collection lag. Jobber also has a Payments report that shows deposits collected by date.

In Housecall Pro: go to Reports, select Financial, then look at the Invoices Sent and Payments Collected views. HCP separates these into distinct report cards in the financial section.

In ServiceTitan: go to Reports, select Finance, and run the Revenue vs. Collections report. ServiceTitan has the most granular AR reporting of the four platforms, including aging buckets by customer segment.

In Workiz: go to Reports, select Payments or Invoices. Workiz shows a receivables view by job status. The gap between invoiced and collected is visible in the summary line.

A collection lag above 7 days every week is not a cash flow problem in isolation. It is a signal that either payment terms are unclear, payment follow-up is not being sent, or a specific subset of customers is slow-paying and needs to move to upfront payment. The deeper read sits in how to track accounts receivable in home services.

Text Clint: "show me revenue invoiced last week vs. revenue collected last week and flag any invoices over 7 days unpaid"

Report 4: Unreviewed completed jobs from last week

Google review requests sent within 48 to 72 hours of job completion convert at 2 to 3 times the rate of requests sent after day 7, per BrightLocal's 2026 Local Consumer Review Survey. A job completed on Thursday that has no review request by Monday has already lost most of its review probability window.

In Jobber: there is no native "jobs awaiting review request" view. The workaround is to go to Reports, select Visits, filter by Completed status and last 7 days, and look for jobs with no linked review request activity. Jobber's Automated Review Request feature, available on the Connect and Grow plans, handles this automatically if configured. If it is not configured, this Monday check is essential.

In Housecall Pro: the Review Management section under Marketing shows jobs where a review request was or was not sent. HCP also has automated review request flows. If automation is off, filter Completed Jobs by last 7 days and look for jobs with no review request sent flag.

In ServiceTitan: the Marketing section includes a Review Requests report that shows requests sent, delivered, and resulting reviews by job. Filtering by last 7 days shows the gap between completed jobs and review requests sent.

In Workiz: review request tracking is available through the Workiz Reviews feature. The report view shows completed jobs and whether a review request was sent.

The Monday action from this report is simple: send review requests to every completed job from last week that has not received one. Volume matters here. A business running 20 jobs per week that requests reviews from all 20 gets more reviews than one running 40 jobs that requests from 5.

Text Clint: "which jobs completed last week have not had a review request sent?"

Report 5: Cancellations and service pauses from the last 7 days

For route-based businesses (lawn care, pest control, pool service, cleaning, HVAC maintenance plans), this is the most important Monday number. A cancellation or service pause that is not flagged and followed up within 3 days has a low probability of reversal. After 7 days, the customer has typically found a replacement.

In Jobber: go to Work, select Recurring Jobs or Service Plans depending on your setup. Filter by status changes in the last 7 days. Cancellations and pauses appear as status changes in the activity log. There is no dedicated cancellations report, so this requires filtering by modified date and reading status changes.

In Housecall Pro: go to Recurring Services, filter by Status = Cancelled or Paused, and sort by last-modified date. HCP makes this more accessible than Jobber and shows the reason for cancellation if captured.

In ServiceTitan: go to the Memberships or Service Agreements section, filter by Cancelled or Suspended status, and filter by the last 7 days. ServiceTitan captures cancellation reason codes, which makes this report significantly more actionable.

In Workiz: go to Recurring Jobs, filter by status changes. Workiz shows cancellation notes if the CSR recorded them at the time.

The Monday action from this report is a personal outreach call from the owner or a senior CSR to every cancellation from the last 7 days. Not an automated email. A personal call. The recovery rate on personal calls within 7 days of cancellation is significantly higher than any automated re-engagement sequence for this customer segment, because customers who are canceling a service relationship want to feel heard, not funneled; see how to win back lost customers in a home service business for the script.

Text Clint: "how many recurring customers cancelled or paused last week and what are their names and phone numbers?"

How Clint Runs All 5 Monday Reports at Once

Clint connects to your CRM and returns all five Monday reports in a single text conversation. You can ask "give me my 5 Monday reports" and receive open estimates with no follow-up, current week schedule fill rate, last week's collection lag, unreviewed completed jobs, and last week's cancellations in one reply. No switching between report tabs, no manual filters. For owners who want to run this review in under 5 minutes, the text interface eliminates the navigation time that turns a 10-minute review into a 35-minute dashboard session.

Sources

• BrightLocal Local Consumer Review Survey, 2026
• Jobber Help Documentation, Reports and Insights, 2026
• Housecall Pro Help Center, Reports Overview, 2026
• ServiceTitan Knowledge Base, Dispatch Board and Reporting, 2026
• Workiz Help Center, Reports and Analytics, 2026