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Estimates on Jobs Report

Understanding and customizing your estimates on jobs report

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Written by James N
Updated over a month ago

Estimates on Jobs Report Overview

The Estimates on Jobs report helps you measure how well you and your team convert diagnostic jobs into won opportunities.

This new report provides visibility into how often you and your team are creating estimates on diagnostic jobs, and of these how many are won.

This feature is in Beta and is currently released to a limited number of Pros.


How to Access the Jobs on Estimates Report

To get access to the report:

  • First, you must enable the 'Estimates on jobs' setting in your settings page by clicking on the gear icon in the top right corner of your Housecall Pro account.

  • Use the menu on the left of the screen and select the Jobs tab. Click on Estimates on jobs from the drop-down.

  • Once you've created estimates on jobs, your report will start to populate with data.

📖 Help Article:

For more information on how to use estimates on jobs,

check out "Estimates on Jobs" in the HCP Help Center.

To view your report:

  • Go to the Reporting tab located in the top navigation bar of your HCP account.

  • In the Reporting menu to the left, select 'Jobs' listed below "All reports".

  • From here, select the "Estimates on jobs" report in the Employee category.


Understanding the Report

Default metrics in the report:

  • Job count: this is the total count of jobs that were completed during the time period. In the default report, it only includes jobs with the Job type = Diagnostic.

  • Estimates created on jobs: count of estimates that you create on the jobs. Only includes the estimates created on the jobs within the report. Does not include standalone estimates created, or estimates that were previously copied to the job but not created on it.

  • Won jobs: counts any jobs that have a won estimate that was created on them. If multiple estimates (or options) are won on a single job, only counts the won job once.

  • Won Value: the total won value for the estimates created on the jobs. If multiple options or estimates are won on the job, all of the won options/estimates are summed in this metric.

  • Conversion rate: won jobs divided by job count.

Default report settings:

  • Date range: your report is set to show you completed jobs over the last 45 days.

  • Filter for Diagnostic job types: the report is set to only show jobs with the job type set to Diagnostic. This filter can be removed.

  • By employee: the report shows data by employees assigned to the job. You can update this to any other grouping using the group by settings on the page.

🛠️ Pro Tip: All of the report settings can be customized and additional job metrics can be added to the report.


Customizing the Report

Any of the default reporting settings can be changed, the report can be saved and added to reporting dashboards.

📖 Help Article:

For detailed information on how to customize the report, check out our "Managing Reports" article in the HCP Help Center.


Having trouble finding what you need?

For further assistance, please reach out to our Chat Support team

via the Blue Chat Bubble in your Housecall Pro account, or

contact our Phone Support team at (858) 842-5746.

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