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Customers - Create Jobs & Estimates Reports

Filter your Jobs and Estimates in the new reporting feature under the Customers tab.

Taylor L avatar
Written by Taylor L
Updated today

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

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

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?

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?

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 #

  • 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 duration

  • Total labor hours

  • Total time on job by employee

  • Total travel time by employee

  • Job travel duration

  • Total duration

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

  • 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?

Customer Information

  • Customer name

  • Customer email

  • Customer mobile number

  • Customer home number

  • Customer work number

  • Customer tags

  • Address

  • Company

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

  • Open value

  • Won value

  • Lost value

  • Discount amount

  • Sub-total

  • Tax rate

  • Tax amount



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