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Reporting Specialist for a Home Services Company in the US (Home Based Part Time)

Roles & Responsibilities

  • Experience in gathering, analyzing, and reporting operational metrics (tickets, revenue, conversion rates, etc.)
  • Proficiency with CRM systems (Housecall Pro) or ability to quickly learn new platforms
  • Familiarity with QA processes, including evaluating AI-generated transcripts and manual call reviews
  • Strong attention to detail, data accuracy, and ability to work remotely in a part-time schedule aligned with US business hours

Requirements:

  • Gather, compile, and report daily operational and call center metrics during US business hours (ticket averages, job counts, revenue, conversion rates, callbacks, upsells, calls handled, duration, stacked services).
  • Analyze call transcripts using AI tools and perform manual reviews to validate AI grading against quality standards.
  • Calculate labor rates and productivity metrics and track membership sales performance across teams and technicians.
  • Learn and navigate the Housecall Pro CRM, follow established workflows and reporting procedures, and ask clarifying questions to ensure data accuracy.

Job description

• Gather and compile daily operational metrics including ticket averages, job counts, revenue, conversion rates, callbacks, and upsells
• Collect and track call center metrics such as calls handled, call duration, conversion rates, and stacked services
• Generate daily reports for delivery during U.S. business hours
• Analyze call transcripts using AI tools to evaluate customer interactions based on set quality standards
• Review random calls manually to validate AI-generated grading accuracy
• Calculate labor rates and productivity metrics based on revenue, hours worked, and capacity
• Track membership sales performance across teams and technicians
• Learn and navigate the Housecall Pro CRM system
• Follow established workflows and reporting procedures accurately
• Ask clarifying questions when needed to ensure data accuracy and reporting quality


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