Job and estimate reports

Three tabs about the work itself: what you did, what you quoted, and whether it was done properly.

Jobs

Every job in the range, with breakdowns by service and by lead source.

The lead source breakdown is the one worth your time. It tells you that yard signs produced eleven jobs and paid ads produced two, which is a marketing budget decision rather than a curiosity. It only works if lead source is set on jobs, which is a habit rather than a setting.

1. Import with AI

Bulk import historical jobs from a previous system, so your reporting has history rather than starting from zero the day you switched.

Import customers first, since jobs attach to them.

Estimates

Quotes sent, with attribution by source. The number to derive here is your quote-to-job conversion rate: estimates sent against jobs won in the same period.

If that number is low, the fix is usually follow-up rather than pricing. Most quotes aren't rejected, they're forgotten, which is what the estimate follow-up automation exists for.

Quality checks

Completed jobs waiting on a manager's review.

2. Needs review

The working queue. Jobs completed but not yet signed off, with Approved and All alongside it.

Review daily rather than weekly. You're checking evidence, photos and a completed checklist, and technicians can still remember the visit.

Tips and gotchas

• Lead source on jobs is what makes the Jobs report useful. Without it everything reads as Direct.
• Quote conversion is a follow-up problem more often than a pricing one.
• Import customers before jobs.
• Work the quality queue daily. Memory is the limiting factor.

Next up: Customer and map reports