Industries
GoHighLevel reporting for home service franchises.
RollupFox rolls up the estimate and job data from every home service location's GoHighLevel subaccount into one corporate dashboard. It standardizes how leads, estimates, and jobs sold are counted so franchisors can compare locations fairly.
How home service networks run on GoHighLevel
Home service brands (plumbing, HVAC, electrical, and similar) run each territory in its own GoHighLevel subaccount, from first call to booked estimate to sold job.
The pipelines behind those jobs are built locally, so one location's Sales Pipeline is another's Estimates board, and closed-lost reasons vary widely.
RollupFox maps those different pipelines to one corporate KPI set, so jobs sold and pipeline value mean the same thing in every market.
The specifics differ by trade and territory. A plumbing pipeline rarely matches an HVAC one, job types and dispatch tags are named locally, and seasonal demand pushes different stages to the front at different times of year. Estimate calendars and closed-lost reasons drift the same way.
RollupFox reads each location's pipelines, calendars, and tags in place and maps them to your corporate KPIs. Leadership can compare estimate volume, show rate, jobs sold, and pipeline value across markets, and open any total to see which territories are carrying it and which are falling behind.
That comparison is only fair when jobs sold means the same thing everywhere, which is exactly what the shared KPI rules provide. A territory that looks behind is behind on the work, not behind on paperwork.
It also makes the weekly number something the team can act on. When a market's estimate show rate drops, you can see it the same week and address it, rather than finding out at month end.
For a home service brand, speed like that is the difference between a fixable dip and a lost quarter. Booked estimates are perishable, and a market that stops converting them needs attention now, not in a monthly recap.
RollupFox keeps that loop tight by refreshing every hour and showing each market's contribution to jobs sold and pipeline value in one place.
An example corporate scorecard
Home service roll-ups usually track lead, estimate, and job KPIs together.
| KPI | Counts from in GoHighLevel |
|---|---|
| New leads | Contacts created in the period |
| Estimate appointments booked | Appointments on the estimate calendar |
| Estimate show rate | Appointments marked showed vs booked |
| Jobs sold | Opportunities marked Closed-Won |
| Pipeline value | Sum of opportunity values |
| Closed-lost | Opportunities marked lost |
Illustrative scorecard. Your network sets the definitions.
Three pipelines, one jobs-sold KPI
Three locations track the same work in differently named pipelines (illustrative):
| Location | Sales pipeline |
|---|---|
| Location A | Sales Pipeline |
| Location B | Estimates |
| Location C | New Jobs |
Define Jobs Sold once against the Closed-Won stage. RollupFox resolves each location's pipeline by naming convention and flags the one that doesn't line up. You add an override for that location, and jobs sold rolls up cleanly across all three.
Trusted totals across locations
Each KPI reports how many locations are included, and a location contributes only after its mapping is matched or overridden.
A location whose pipeline hasn't been mapped is flagged and excluded from jobs sold and pipeline value rather than counted as zero, so leadership sees a number it can defend.
Who uses it
Franchisor leadership
Track network-wide jobs sold and pipeline value without chasing exports.
Operations teams
Find territories with low estimate show rates or high closed-lost counts.
Frequently asked questions
Our locations use different pipeline names. Can we still compare jobs sold?
Yes. You define Jobs Sold once against the Closed-Won stage, and RollupFox matches each location's pipeline by naming convention, with overrides for the outliers.
How is estimate show rate calculated?
It's appointments marked showed divided by estimate appointments booked on each location's estimate calendar.
Can we see pipeline value by location?
Yes. The corporate pipeline value has a location breakdown so you can see each territory's contribution.