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
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
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.