Job and Estimate List Overview
In the Customer view, you can customize how your Jobs and Estimates data is displayed. Add or remove available columns, apply filters, sort by key details, and export your lists to build reports that fit your business needs. Both the Jobs List and the Estimates List include a wide range of columns you can choose from, covering customer details, scheduling, financials, and more.
Job List View and Reporting
To access your Jobs List:
Navigate to the Customers tab at the top of your navigation bar.
In the left-hand menu, select Jobs to view your Jobs List.
Filtering and Editing your Job List
To view and apply filter options to your Job List:
Click the blue Edit columns button to change the columns that are included in the current view of the Job list.
In the Select columns to view window, check or uncheck the box next to the data you would like to add or remove as a column, then select the blue Done button in the bottom right corner.
Click the blue Filter button to modify your view settings.
You can apply filters based on any of the following criteria:
Job created, scheduled, completed, and paid in full date
Last invoice sent date
Job lead source
Customer lead source
Job Tags
Customer tags
Job Status (Unscheduled, Scheduled, In progress, Completed, and Cancelled)
Employees assigned to the job
Customers
Job type
Job total amount
Job profit
Job amount due
Callback
Once you've added your filters, select the X in the top left corner when finished.
To export your Jobs List, click on the blue Actions button drop-down menu at the top right.
Select Export from the dropdown menu, then click Send file, and you will receive an email with the exported .csv file containing your report.
The email will be sent to the email address associated with the user login of the employee who is viewing the report.
Estimate List View and Reporting
To access your Estimate List:
Navigate to the Customers tab at the top of your navigation bar.
On the left-hand menu, select Estimates to view your Estimate List.
Filtering and Editing your Estimate List
To view and apply filter options to your Estimate List:
Click the blue Edit columns button to change the columns that are included in the current view of the Estimate list.
In the Select columns to view window, check or uncheck the box next to the data you would like to add or remove as a column, then select the blue Done button in the bottom right corner.
Click the blue Filter button to modify your view settings.
You can apply filters based on any of the following criteria:
Estimate Scheduled, Created, and completed date.
Estimate lead source
Estimate tags
Estimate Status (Scheduled, In progress, Completed, Canceled, Unscheduled, and Copied to job)
Outcome (Lost, Open, and Won)
Employees assigned to the Estimate
Customer
Customer tags
Job type
Business unit
Once you've added your filters, select the X in the top left corner when finished.
To export your Estimate List, click on the blue Actions button drop-down menu at the top right.
Select Export from the dropdown menu, then click Send file, and you will receive an email with the exported .csv file containing your report.
The email will be sent to the email address associated with the user login of the employee who is viewing the report.
Job & Estimate List FAQs
How do I sort my Jobs and Estimates List?
How do I sort my Jobs and Estimates List?
Some columns in the reports, such as Job Scheduled Date, Job Description, and Invoice amount, can be sorted in ascending or descending order, while others, such as Address, Tip Amount, and Employee, cannot be sorted. You will see an Up or Down arrow when you hover your mouse over the name of the columns that can be sorted.
What columns can I add or remove from my Jobs List?
What columns can I add or remove from my Jobs List?
Customer Info
Customer Info
Customer name
Customer email
Customer mobile number
Customer home number
Customer work number
Customer tags
Customer lead source
Address
City
State
Street
Street 2
Zip code
Billed to
Company
Job Details
Job Details
Job #
Job name
Job description
Job type
Job status
Job tags
Job source
Job lead source
Segments
Recurring
Callback
Assigned employees
Job arrival window
Job created date
Job scheduled start date
Job scheduled end date
Job completed date
Business Unit
Notes
Job Time Tracking
Job Time Tracking
Job duration
Total labor hours
Total time on job by employee
Total travel time by employee
Job travel duration
Total duration
Job Financials
Job Financials
Job amount
Job revenue
Paid amount
Due amount
Payment status
Discount amount
Tip amount
Tax amount
Tax rate
Invoice due date
Invoice last sent date
Costs & Profitability
Costs & Profitability
Labor cost
Labor cost % of revenue
Material cost
Material cost % of revenue
Miscellaneous cost
Miscellaneous cost % of revenue
Service cost
Commission cost
Commission cost % of revenue
Total job cost
Gross profit
Profit margin
What columns can I add or remove from my Estimate List?
What columns can I add or remove from my Estimate List?
Customer Information
Customer Information
Customer name
Customer email
Customer mobile number
Customer home number
Customer work number
Customer tags
Address
Company
Estimate Details
Estimate Details
Estimate status
Estimate lead source
Estimate tags
Description
Job type
Business unit
Callback
Employees
Notes
Created date
Scheduled date
Completed date
Outcome
Options count
Estimate Financials
Estimate Financials
Open value
Won value
Lost value
Discount amount
Sub-total
Tax rate
Tax amount
Need help or have questions?
We're here for you! Chat with us using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.