Use the Maintenance Agreement tab to create reports based on maintenance agreement data including total annual fee, last job occurrence, status, and more. Some common maintenance agreement reports include maintenance agreements by frequency, by billing frequency, and by customer.

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Create a Maintenance Agreement Report

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Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a preset 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

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Columns

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

• #ID: Maintenance agreement number
• Title: Maintenance agreement title
• Status: Maintenance agreement status
• Customer: Customer linked to the agreement
• Location: Service location for the agreement
• Created At: Date and time the agreement was created
• Created By: Author of the agreement
• Job Notes: Notes on related job records
• Agreement Notes: Notes on agreement
• Start Date: Maintenance agreement start date
• Price per Bill: Price per agreement bill
• Total Annual Fee: Total agreement price per year
• Frequency Display Name: Frequency of maintenance agreement
• Last Job Occurrence Month: Last maintenance agreement job occurrence
• Next Occurrence
  • Next Occurrence Month: The month and year of the next scheduled occurrence (e.g., May 2026). If a job has already been created for that occurrence, the cell links directly to the job record.
  • Next Occurrence Record: Blank if no job has been created yet. If a job exists, displays the job title with a hyperlink to the job record.
  • Next Occurrence Schedule Status: Blank if no job exists or if the job is unscheduled. If the job has been scheduled, displays the date and time it’s booked for.
  • Next Occurrence Job Status: Blank if no job exists. If a job has been created, it displays its current status.
• Billing Frequency Display Name: Frequency of billing
• Custom Fields: User-created fields related to the maintenance agreement
• Customer
  • Custom Fields: User-created fields related to 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 Lead Source: Lead source on the 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

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Filters

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

• #ID: filter by contents
• Title: filter by contents
• Status: select status
• Customer: filter by contents
• Location: filter by contents
• Created At: filter by date
• Created By: filter by contents
• Job Notes: filter by contents
• Agreement Notes: filter by contents
• Start Date: filter by date
• Frequency Display Name: filter by contents
• Last Job Occurrence Month: filter by contents
• Billing Frequency Display Name: 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 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

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.

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Common Maintenance Agreement Reports

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Maintenance Agreements by Frequency

Use this report to view your maintenance agreements sorted by frequency of services. Columns: Customize to your needs, but must include Frequency Display Name. Group by: Frequency Display Name

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Maintenance Agreements by Billing Frequency

Use this report to view your maintenance agreements sorted by billing frequency. Columns: Customize to your needs, but must include Billing Frequency Display Name. Group by: Billing Frequency Display Name

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Maintenance Agreements by Customer

Use this report to view your maintenance agreements sorted by customer. Columns: Customize to your needs, but must include Customer. Group by: Customer

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