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Estimate Reports
Updated over 3 months ago

Use the Estimates tab to create reports based on estimate data including invoice conversions, payment status, related jobs, and more. Some common estimate reports include estimates by status, estimate conversion rate, and estimates by location.


Create a Estimate Report

Date Range

Begin by selecting date type you'd like to use to generate the report.

  • Created Date: When the estimate was created

  • Invoiced Date: When the estimate was sent to the customer

  • Due Date: When the estimate was due

  • First Payment Date: When the customer made their first payment on the estimate

  • Last Payment Date: When the customer made their last payment on the estimate

  • Accepted Date: When the estimate was accepted by the customer

Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.

  • Today: From 12:00 AM to the current time

  • Yesterday: Previous day from 12:00 AM to 11:59 PM

  • This Week: From Monday through Sunday of the current week

  • Last Week: Previous week

  • Last 7 Days: Previous seven days, including today

  • This Month: From the first of the current month to the current day

  • Last Month: Entire month before the current month

  • Last 30 Days: Previous 30 days, including today

  • Custom: Use the calendar to select start and end dates

Columns

Click on Columns

Select the columns to include in your report by clicking Columns. The estimate report includes these columns by default:

  • #ID: Estimate number

  • Customer: Customer linked to the estimate

  • Estimate Title: Estimate title

  • Parent Job: Job linked to the estimate

  • Status: Estimate status

  • Estimate Creator: Author of the estimate

  • Created Date: Date and time the estimate was created in FieldPulse

  • Invoiced Date: Date and time the estimate was sent to the customer

  • Expiration Date: Date and time the estimate expires

  • Accepted Date: Date and time the estimate was accepted by the customer

  • Estimate Total: Total dollar amount on estimate

  • Pre-Tax Subtotal: Total dollar amount on estimate before tax

  • Cost Basis: Total costs associated with the estimate

  • Profit Margin: Estimate profit in dollars

  • Profit Margin Percentage: Estimate profit margin percentage

  • Converted: Whether the estimate has been converted to an invoice or not

  • Payment Status: Status of payment on estimate or converted invoice

  • Related Invoices: Record numbers for invoices linked to the estimate

  • Estimate Notes: Notes on estimate

  • Internal Notes: Internal notes on estimate

  • Tags: Tags on estimate

  • Tax Rate: Tax rate percentage on estimate

  • Tax: Dollar amount of tax on estimate

  • Commission Method: Method for commission on estimate

  • Commission %: Commission rate percentage

  • Commission: Dollar amount of commission on estimate

  • Related Project: Project linked to the estimate

  • Location: Service location on the estimate

  • Custom Fields: User-created fields related to the estimate

  • Customer

    • Custom Fields: User-created fields related to the customer record

    • Customer Lead Source: Lead source on the customer record

    • Customer Phone: Customer’s primary phone number

    • Customer Email: Customer’s primary email address

    • Customer Phone 2: Customer’s secondary phone number

    • Customer Email 2: Customer’s secondary email address

    • Customer Assigned To: User assigned to customer record

    • Customer Pipeline Status: Customer’s custom sales pipeline status

    • Customer Next Steps: Next steps listed on custom sales pipeline

    • Customer Notes: Notes on customer record

    • Customer Job Notes: Job notes on customer record (automatically inserted onto job records)

    • Customer Created Date: Date and time the customer was added to FieldPulse

    • Customer Tags: Tags attached to the customer record

  • Job

    • Custom Fields: User-created fields related to the job record

    • Notes: Notes on job record

    • Field Notes: Notes left by assigned user(s) on the job

    • Tags: Tags attached to the job record

    • Assigned Team Members: Users assigned to the job

Filters

Click on Filters

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

  • Company: select company

  • #ID: filter by contents

  • Customer: filter by contents

  • Estimate Title: filter by contents

  • Parent Job: filter by contents

  • Status: select status

  • Estimate Creator: filter by contents

  • Created Date: filter by date

  • Invoiced Date: filter by date

  • Expiration Date: filter by date

  • Accepted Date: filter by date

  • Estimate Total: filter by contents

  • Pre-Tax Subtotal: filter by contents

  • Cost Basis: filter by contents

  • Profit Margin: filter by contents

  • Profit Margin Percentage: filter by contents

  • Payment Status: select status

  • Related Invoices: filter by contents

  • Estimate Notes: filter by contents

  • Internal Notes: filter by contents

  • Tags: select tag

  • Tax Rate: filter by contents

  • Tax: filter by contents

  • Commission Method: select method

  • Commission %: filter by contents

  • Commission: filter by contents

  • Related Project: select project

  • Location: filter by contents

  • Custom Fields: select custom field

  • Customer

    • Customer Phone: select phone number

    • Customer Email: select email address

    • Customer Phone 2: select phone number

    • Customer Email 2: select email address

    • Customer Assigned To: filter by contents

    • Customer Lead Source: select lead source

    • Customer Pipeline Status: select status

    • Customer Next Steps: filter by contents

    • Customer Notes: filter by contents

    • Customer Job Notes: filter by contents

    • Customer Created Date: filter by contents

    • Customer Tags: filter by contents

  • Job

    • Status: select status

    • Notes: filter by contents

    • Field Notes: filter by contents

    • Tags: filter by contents

    • Assigned Team Members: filter by contents

When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.

Operator

Retrieves Data

Example

Data Retrieved

Equals

Equal to a specified value

Created By - Equals Tom Gause

For all records created by Tom Gause only

Not Equal

Different from a specified value

Tag - Not Equal to HVAC

For all records except those using the HVAC tag

Less Than

Lower than a specified value

#ID - Less than 1144

For all records below #1144

Less Than or Equal To

Lower than or equal to a specified value

Job Date/Time - Less than or equal to 12/13/2023

For jobs scheduled before or on 12/13/2023

Greater Than

Greater than a specified value

Job Duration - Greater than 60 minutes

For jobs in the In Progress status type for over 60 minutes

Greater Than or Equal To

Greater than or equal to a specified value

Job Date/Time - Greater than or equal to 1/1/2024

For jobs scheduled on or after 1/1/2024

In Range

Including and between two specified values

#ID - Between 1225 and 1236

For all estimate records with #IDs between 1225 and 1236

Starts With

Begins with a specified value

Title - Annual

For all job records beginning with Annual

Ends With

Ends with a specified value

Location - TX

For all job locations ending with TX

Blank

No values are in the field

Subtitle

For all job records with blank subtitles

Not Blank

Values in the field

Notes

For all job records with values in the notes field


Common Estimate Reports

Estimates by Status

Use this report to view how many estimates are sent/accepted/rejected and the total dollar amount in each status.

Columns: Customize to your needs, but must include Status and Estimate Total

Group by: Status

Estimate Conversion Rate

Use this report to view the percentage of estimates converted to invoices by each member of your team.

  • Select Quick Reports

  • Primary Field = Conversion Rate

  • Group by = Created By

  • Click Configure Pivot Table

Estimates by Location

Use this report to view estimate data by city or zip code to inform your business decisions.

By Tags:

Columns: Customize to your needs, but must include Tags

Group by: Tags

By Location:

Columns: Customize to your needs, but must include Location

Filter: Location

  • contains [Zip Code] or [City]

  • does not contain [Zip Code] or [City]


Have additional questions?

Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.

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