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Vulcan Score
Housecall Pro

Housecall Pro Job Fields setup for Vulcan Score

Use Housecall Pro Job Fields consistently so Vulcan Score can separate service lines, work types, and department-level coaching signals.

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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

ViewRevenueLabor and materialGross profit %Net profitProblem
Company combined$220,000$143,00035%$8,000The company looks low-margin, but the source is not visible.

What consistent job fields reveal

Job field / departmentRevenueGross profit %Net profitCoaching focus
Service$120,00060%$28,000Keep conversion and average ticket steady.
Install$100,0005%-$20,000Review labor usage, materials, scope control, and pricing.

Recommended HCP setup

  1. Use Job Fields to capture department or work-type context that managers actually coach.
  2. Separate demand service, sales/replacement, install, maintenance, warranty/no-charge, callback, and specialty trade work when possible.
  3. Keep values simple and consistent. A few clean fields are better than dozens of overlapping labels.
  4. Use the same field names across dispatch, booking, and job closeout workflows.
  5. 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