KPI template

Track inquiries from the first call to the sold job.

A simple scorecard for home service businesses that want to see how calls, forms, bookings, estimates, and sold jobs move through the business.

Get the Scorecard

Works in Google Sheets or Excel. Download the template to start tracking.

More leads don't help if you can't see what happens next.

Track the steps that apply to your business, from inquiry and booking through completed work and sales. Mark missing information clearly.

  1. Source
  2. Qualified Opportunity
  3. Booked Appointment
  4. Completed Appointment
  5. Estimate
  6. Sold Job
  7. Revenue

What you'll track

  • Inbound opportunities
  • Answered vs. missed calls
  • Lead response time
  • Booking
  • Completed appointments
  • Estimates
  • Sold jobs
  • Revenue
  • Lead source
  • Marketing spend

What it helps you answer

  • Do we actually need more leads?
  • Are we answering the phone?
  • Are qualified leads booking?
  • Are booked appointments being completed?
  • Are estimates closing?
  • Which sources are producing sold work?
  • What's our cost per booked job?

A quick look inside

Booked Job ScorecardExample data
DateOpp IDSourceChannelQualifiedBookedSoldRevenue
2026-01-02OPP-0001Google SearchPhoneYesBookedSold$850
2026-01-02OPP-0002FacebookFormYesNot booked——
2026-01-03OPP-0003ReferralPhoneYesBookedSold$1,400

Missed-call rate

30%

Booking rate

55%

Completion rate

86%

Close rate

65%

Average ticket

$2,200

Cost per qualified opportunity

$50

Example data — not a customer result.

Prefer to just paste your totals? Use the calculator or read the how-to guide.

Get the Booked Job Scorecard

Use it to track inbound opportunities, missed calls, bookings, estimates, sold jobs, and revenue — so you can see where your lead-to-job process is breaking down. Instant download, no credit card.

The preview uses example data. Replace it with your records. Sold contract value and cash collected are separate measures; missing data stays a gap.

No credit card. No obligation. Instant download.

Know what deserves attention before you invest.

The $999 Home Service Growth & Operations Diagnostic gives you written findings and a prioritized action plan. Use it with your own team, another provider or us. Implementation is optional and scoped separately.

Start With the Diagnostic

Want to understand the work first? See how we help · What the diagnostic includes

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