Updated
Field Service Reporting Software That Tells You What You Actually Made
By the Taskrol team at Kereon Inc.
The short answer
Reporting only tells you what you actually made when costs are captured while the work happens, not rebuilt at month end. Taskrol tracks money at the part level, so daily and period profit come straight off the parts already logged on jobs — the same parts your van inventory tracks — with nothing to assemble. The phone shows the number; the web version lays it out in a spreadsheet grid with a CSV download.
If you run a lot of small jobs, you already know where this hurts. It's not the big-ticket repairs. It's the volume. Fifty, sixty tickets a week, none of them huge, and at the end of the month somebody has to sit down and figure out who spent what, what a job really cost, and how much you actually kept. The tools Cactus Appliance used before Taskrol made the shop do that math by hand, and it is a miserable way to spend an evening.
Cactus lived on that treadmill for years, so we'll be straight about the tools it used, competitors included.
The reports existed. They were scattered.
Housecall Pro has a lot of reports. We want to say that plainly, because it's true. Dashboards, job costing, margin columns, and the Excel export works fine. The problem was never that the reports didn't exist. It was that they were scattered. You'd pull one report for this, another report for that, click into a third for the next number, and then try to stitch them into one picture of the week. For how Cactus works, that stitching was the whole chore. (This was Cactus's experience during the time it used Housecall Pro, and their setup may have changed since, so look for yourself.)
Workiz was a little better in spots. It'll factor tech labor into margin, and the sales view gives you a read on profit. But when Cactus wanted real margin, real take-home, and something to run payroll off of, it still ended up doing work to get there. And a lot of owners we know are in the same boat on whatever app they're using. They don't really know their true income. They don't know their true costs. They're guessing, and the guess is usually rosier than the truth.
Profit built from the parts you buy
Here's what changed it, and why we could build it into Taskrol at all.
In Taskrol, everything runs through the parts you buy. That one design choice is the trick. Because the money is already tracked at the part level, the reports build themselves. Nobody assembles anything. Open the phone and there it is: what the shop made on a given day, what it made over a stretch, the real number, not a vibe.
The web version lays the same numbers out in a spreadsheet grid, with a line per job and a Download CSV button for your accountant.
The invoices and payments behind those rows can go straight to the books as well: connect the company to QuickBooks Online and Taskrol sends each job's customer, invoice, payments, tips, card surcharges and refunds there, one way, as the job is completed and paid.
Numbers you can glance at and trust
That's the part we care about most. Reporting shouldn't be a monthly project you dread. It should be a thing you glance at between jobs and actually trust. When your numbers come straight off the parts you already logged, the same parts your van inventory is tracking, you stop guessing what you earn. You know.
If you've been running your business on a gut feeling because pulling the real figures is too much work, that's the exact problem this was built for.
Need a specific report? Write to [email protected] and we'll build it.
How reporting works in Taskrol → profit built from the parts you already logged