Use Housecall Pro Job Fields consistently so Vulcan Score can separate service lines, work types, and department-level coaching signals.
Why this matters
Housecall Pro teams often think in job fields, tags, job types, service lines, technicians, and sources rather than ServiceTitan-style Business Units. Vulcan Score can still coach from normalized job and revenue facts, but department coaching is stronger when job fields consistently identify the type of work.
What a combined view hides
| View | Revenue | Labor and material | Gross profit % | Net profit | Problem |
|---|
| Company combined | $220,000 | $143,000 | 35% | $8,000 | The company looks low-margin, but the source is not visible. |
What consistent job fields reveal
| Job field / department | Revenue | Gross profit % | Net profit | Coaching focus |
|---|
| Service | $120,000 | 60% | $28,000 | Keep conversion and average ticket steady. |
| Install | $100,000 | 5% | -$20,000 | Review labor usage, materials, scope control, and pricing. |
Recommended HCP setup
- Use Job Fields to capture department or work-type context that managers actually coach.
- Separate demand service, sales/replacement, install, maintenance, warranty/no-charge, callback, and specialty trade work when possible.
- Keep values simple and consistent. A few clean fields are better than dozens of overlapping labels.
- Use the same field names across dispatch, booking, and job closeout workflows.
- After setup changes, sync Vulcan Score and check Data Health for Job Type and department coverage.
Recommended field values
- Service
- Sales or Replacement
- Install
- Maintenance
- Callback
- Warranty
- Drain or Sewer
- Commercial
- Residential
Source documentation
