Estimates on Jobs Report Overview

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.

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.

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.

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.