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FieldPulse offers a library of pre-built report templates covering the most common things businesses want to track, from job status to sales tax. Instead of building a report from scratch, download any of these ready-made templates and import them directly into your account. Find the template you want below, then follow the steps in that section to add it to your account. To learn more about building your own reports, check out our Raw Data Reporting and Custom Reporting Dashboard articles.

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Jobs by Status

See exactly where every job stands across your pipeline: how many are new, scheduled, in progress, or complete. Download the Jobs by Status template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Jobs tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Jobs Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Jobs tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Sales by Technician

Track performance and revenue by team member, so you can see who’s closing the most jobs and generating the most revenue. Download the Sales by Technician template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Jobs tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Jobs Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Jobs tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Estimate Conversion Rate

See how well your estimates are converting into paid jobs, overall a quick way to gauge how your sales process is performing. Download the Estimate Conversion Rate template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Estimates tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Estimates Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Estimates tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Estimate Conversion Rate by User

Break estimate conversion rate down by team member, so you can see who’s most effective at closing estimates. Download the Estimate Conversion Rate by User template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Estimates tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Estimates Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Estimates tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Estimates by Status

See where every estimate stands — draft, sent, accepted, or declined — all in one view. Download the Estimates by Status template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Estimates tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Estimates Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Estimates tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Total Sales

Get a clear financial snapshot of your overall sales. Download the Total Sales template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Sales Tax

Keep a clean, accurate record of the sales tax you’ve collected. Download the Sales Tax template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Overdue Invoices

Stay on top of invoices that are past due, so nothing slips through the cracks. Download the Overdue Invoices template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Unpaid Invoices

See every invoice that hasn’t been paid yet, in one place. Download the Unpaid Invoices template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Sales by Lead Source

See which marketing channels are actually bringing in business. Download the Sales by Lead Source template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Sales by Invoice Creator

Track sales by the team member who created the invoice. Download the Sales by Invoice Creator template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Commissions by Recipient

Keep payroll and commission numbers straight, broken out by who’s receiving them. Download the Commissions by Recipient template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Invoices tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Invoices Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Invoices tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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Payment History

Keep a clean, complete record of every payment received. Download the Payment History template How to add it to your account:
  1. Download the template above and save it to your device. It will save as a .json file.
  2. In FieldPulse, go to Reporting in the left-side menu under the Management section. Click the Payments tab, then click into the Raw Data subtab. Click Load Data. (It doesn’t matter what date range is selected, this just opens the report screen.) The Payments Raw Data subtab with the Load Data button highlighted
  3. Click Manage Reports and drag the file you downloaded into the box, or click the box to browse for it. The Manage Reports drag-and-drop box on the Payments tab for importing a JSON file
  4. Your new report appears at the bottom of the list. You can open it anytime from the Select Report dropdown.

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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.