How to get job costing reports out of Housecall Pro?

Turn on job costing under Settings, Jobs, Costs & Materials, then open Reporting, Reports, Jobs and run Profit by date, Profit by job type, or Profit by business unit. The report subtracts labor, materials, commissions, and miscellaneous costs you entered. It does not pull card swipes or supply-house bills from QuickBooks.

This guide covers how to turn those reports on, what they count, how to export them, and four ways shops close the gap when the CSV is still missing half the job.

What Housecall Pro’s job costing reports actually show

Housecall Pro’s job costing setup guide (updated 2026-07-22) is the click path. Open Settings, then Jobs, then Costs & Materials. Turn on Show job costing breakdown. Until that toggle is on, the Job Costing card does not appear in reporting. You also need the Access Reporting permission.

Once it is on, their job costing reports article (also 2026-07-22) puts four reports under Reporting > Reports > Jobs:

Report	What it groups
Profit by date	Jobs in a date range. Last week’s closed work, Monday morning.
Profit by job type	Ticket types: water heaters vs. drain cleaning vs. installs.
Profit by business unit	HVAC vs. plumbing vs. electrical.
Expected costs by date	Quoted cost vs. actual. Flat-rate work, after Show expected job costs is on.

Their metrics:

Metric	What it is
Job revenue	Subtotal minus discounts. Taxes and tips are out.
Labor	Time tracking, including travel, times each employee’s fully loaded rate.
Materials	Unit cost on line items, plus material job inputs if those are on.
Commissions	Commissionable line items times the assigned rate.
Miscellaneous	Job inputs such as permits, parking, rentals.
Total cost	Labor + materials + commissions + miscellaneous.
Gross profit	Revenue minus those four. Margin is gross profit divided by revenue.

The Job Details page also folds service costs into Total Job Costs. If the job card and the report disagree, that is often why. Admins and Office Staff see the breakdown by default. Field techs need See job costing margins.

Housecall Pro’s pricing page, read 2026-10-07, lists job costing on Basic. Published cards that day: Basic $59/mo billed annually ($79 monthly, 1 user); Essentials $149/$189 (5 users), where QuickBooks Online sync and commissions start; Max $299/$329 (8 users, then $35/mo each). That page is a questionnaire by industry and team size, so HVAC, plumbing, and electrical shops should confirm the quote the picker returns.

How to export the report

From a job costing report. Open Profit by date. Set the range and the action date to Completed. Use Edit columns so labor, materials, commissions, miscellaneous, gross profit, and profit margin are on the table. Click Export. Managing reports (updated 2026-07-02) documents that button.

From the Jobs list. Open Jobs, Edit columns, and turn on the Costs & Profitability fields. Filter to completed jobs for the week. Actions > Export > Send file. Housecall Pro emails a CSV to the logged-in user. Their Jobs list help (updated 2026-07-16) is the source. The file matches the columns you have visible, so turn the cost columns on first.

Save a report, then Share & schedule, if you want a PDF emailed daily, weekly, or monthly. You still need the CSV to sort in a spreadsheet. A Capterra reviewer in October 2025 wrote that reports are easy to pull and that getting the data you actually want means exporting to Excel and sorting.

Why the CSV comes out empty, or too fat

The reports only know what someone typed. Housecall Pro’s job costing page says the job costing feature does not integrate with QuickBooks Online. The QBO sync help (updated 2026-09-03) lists what does push: invoices, payments, new customers, and new price book items. Labor, material inputs, and miscellaneous costs stay in Housecall Pro. Connecting the books does not fill the report.

A CPA who works with home-service shops put the same hole on X in July 2026: Ramp, Housecall Pro, and QuickBooks can all be connected, and a Lowe’s swipe still does not inherently know the job number.

Four setup jobs, from their help center:

1. Set a fully loaded rate on every tech. Team > Team Member > Pay. Base wage plus employer-paid taxes, insurance, and benefits. A bare hourly wage makes every job look fatter than it is. Changing the rate later does not rewrite time already tracked.
2. Turn on Travel and time on jobs, and have techs clock the job, including drive time. No timer, no labor line.
3. Put unit cost on materials. Unit cost is what you pay. A selling price with a blank unit cost reports as pure margin. On flat-rate work, turn on Material job inputs so van parts hit the job without changing the invoice. Job inputs do not carry over on recurring jobs.
4. Log miscellaneous costs the same week. Permits, parking, crane rental, a sub’s bill. Those are miscellaneous job inputs. The QBO sync will not invent them.

Truck stock is the usual hole. Capacitors and fittings come off the van. If nobody records quantity used, the job looks better than it was and the truck empties.

Two more traps in their docs. If several techs are assigned to the same commissionable line, Housecall Pro attributes the full amount to each of them. And Show expected job costs can skew the numbers if you are not on flat-rate pricing.

Overhead never lands on the job. Trucks, rent, insurance, and software stay off every report. A job that “made 40%” in Housecall Pro can still lose money once those are in the picture.

Four ways shops actually get profit per job

1. Run Housecall Pro job costing as designed

Turn the setting on. Set fully loaded rates. Put unit costs in the price book. Clock every job. Get receipts onto the job as line items or job inputs the same week. Run Profit by date on Monday, action date Completed, last week. Right answer when the office already closes jobs the same week and the messy costs are few.

2. Tag every expense in QuickBooks

Keep Housecall Pro for the field. In QuickBooks, give each job a customer, sub-customer, or project, and tag income and expenses to it. The QBO integration needs Essentials or Max on the Housecall Pro side. It still will not bring costs across. This holds for a one- or two-truck shop where the owner sees every receipt. It breaks the first busy week nobody tags. Switching the whole shop to ServiceTitan for built-in costing is a different decision.

3. Hire a job-costing VA

Job posts for the role ask someone to assign 5 to 10 transactions a day to the right job by property address. Offshore listings for that work commonly run about $800 to $1,100 a month. A person can split a receipt and chase a credit with no PO. You still train them on your jobs and check their work.

4. Use software that tags from the FSM and the bank feed

A newer set of tools leaves Housecall Pro and QuickBooks in place and matches card swipes, supply-house bills, timecards, and sub invoices to a job using tech, time, address, and supplier. Anything they cannot place goes to a short exception list. We make Truceipts, which does this, so weigh that suggestion accordingly. Ask whether a tool only adds tags, whether changes can be undone, and whether it shows why it matched each cost.

How to tell this week

You know the in-app report is working when Show job costing breakdown is on, every tech has a fully loaded rate, products have unit costs, last week’s closed jobs show labor, materials, and miscellaneous on Profit by date, and you can export that table on Monday without rebuilding the week in a spreadsheet.

If the report shows revenue and almost no cost, the feature is on and the data is not.

Pull last week’s ten closed jobs from Housecall Pro. Lay each profit row next to the timesheets, the supplier PDFs in your inbox, and the card charges in QuickBooks. If half the costs are missing from the job, the CSV is a quote, not a P&L. Start with those three files. They already exist.