Fran Metrics supports several additional data connections beyond the core integrations. Here's an overview of each.
For service-based franchise businesses. Connects to Housecall Pro to pull job tracking, invoice data, and service metrics. Each job and estimate is stored once per location, even when it's edited in Housecall Pro during a sync, so job counts and revenue KPIs aren't double counted.
Data syncs daily: Housecall Pro is pulled and calculated every night, after the other integrations run. Each nightly pull refreshes the last 60 days, so recent edits (like a late payment on a job) are picked up automatically.
Jobs and estimates are counted in the month and week they happened in the location's local time, so a job finished on the evening of the last day of the month stays in that month and your totals tie to Housecall Pro.
Job revenue is available both with tax (the total Housecall Pro charges the customer) and as a pre-tax figure. If you want revenue KPIs to match Housecall Pro's revenue reports, build them on the pre-tax figure. Submit a ticket if you'd like us to switch an existing KPI over.
CRM integration that brings your Salesforce data into KPI reporting on a nightly schedule, using a secure server-to-server connection. A temporary hiccup on the Salesforce side (a timeout or rate limit) no longer switches the connection off. Fran Metrics simply retries on the next pull. The connection is only marked disconnected for a real problem, like revoked access, and you can reconnect any time with Test Connection.
Franchise CRM integration. Pulls lead management and customer relationship data, with configurable rules for data processing.
CRM and marketing platform integration. Syncs pipeline data and lead tracking information, updated per-unit.
Call tracking and lead attribution for franchises that live and die by the phone. Connects to CallRail with your API key and brings calls, form submissions, and text message activity into your KPI reporting automatically, with daily syncs per location. Track call volume, form fills, and texts right alongside your revenue KPIs.
Manual history pulls are available in windows of up to 3 months at a time. You connect CallRail yourself with your API key in the integration settings — support can help with the initial connection if you'd rather we set it up for your network.
Field service management for home service franchises. Connects to Jobber and brings clients, requests, quotes, jobs, visits, invoices, and payments into your KPI reporting automatically. Each unit connects its own Jobber account with a secure sign-in, so data is attributed to the right location without extra setup. Payments are counted once per actual payment, so collected-revenue KPIs stay accurate.