Revenue by Service Type Report

What this guide covers

This guide explains the revenue by service type report. You will learn how to see which services generate the most revenue, compare service performance over time, and use the data to adjust your pricing and marketing strategy.

Before you begin

• You need Owner, Admin, or Dispatcher permissions.
• Revenue is attributed to a service type based on the line items on invoices. If invoices do not use pricebook items, those amounts appear under "Uncategorized."

Step 1: Open the report

1. Navigate to /reporting.
2. Click the Revenue tab.
3. Select By Service Type.

Screenshot: The revenue by service type report showing a horizontal bar chart with each service type and its total revenue for the selected period.

Step 2: Read the breakdown

The report shows:

• Bar chart -- each bar represents a service type, sorted by revenue from highest to lowest.
• Summary table -- a detailed table showing service name, invoice count, total revenue, and percentage of total.

Step 3: Drill into a service type

Click any bar or table row to see the individual invoices that make up that service type's revenue. This lets you verify the data and spot outliers.

Animation: Clicking on the "Plumbing Repair" bar to expand a detail panel showing the five invoices that contributed to that service type's total.

Step 4: Compare across periods

Use the date range filter to compare different months or quarters. Look for seasonal patterns -- some services may peak during specific times of the year.

Tip: If a service type has high revenue but low volume, each job is high-value. If it has low revenue but high volume, consider whether the pricing is adequate.

Best practices

• Review quarterly. Quarterly reviews help you adjust pricing and marketing for the upcoming season.
• Promote high-margin services. Focus marketing efforts on the services with the best revenue-to-effort ratio.
• Retire underperformers. If a service type generates minimal revenue and requires specialized equipment, consider phasing it out.

Note: Revenue attribution depends on consistent use of pricebook items when creating invoices. Train your team to always select from the pricebook rather than typing custom line items.

Related articles

• View Revenue and Payment Reports
• Revenue by Customer Report
• Quote Conversion Report