Quotes Report (Beta) Updated December 07, 2023 16:16

Overview

The quotes report (beta) is where you'll find an itemized list of all your quotes, including a link to view the quote as well as details like the client's contact information (name, email, and phone number), quote title, line items, quote status, user who sent the quote, and deposit information. 

To view the quotes report, navigate to Jobber.com and select Reports from the side navigation. Under Work Reports, select Quotes Report BETA. This report is available as a Beta while we continue to make improvements; in the meantime, the legacy versions of the quotes report will also be available to use.

Set a date range for the quotes report

The quotes that appear in the quotes report all fall within the date range you set on the report. Click the Drafted filter dropdown, then select a date range. Your options are:

• Last week
• Last 30 days
• Last month 
• This year
• Last 12 months
• Custom range

The quotes that show in the report will all have a drafted date that falls between the start and end date of this date range. This is when the quote was originally created, not the date it was sent or issued to your client. 

Quotes report overview

Before your itemized list of quotes, is an overview of your quotes by status with a total of all the quotes in that status. To filter the quotes report by status, click the status heading from the overview to narrow down the report to show only the quotes in the selected status. 

Quote statuses

There are 6 statuses a quote can be in:

1. Draft: This is a quote that has not been sent to your client yet, and is only visible to you.
2. Awaiting response: This is a quote that has been sent to your client and is awaiting approval or a change request.
3. Changes Requested: This is a quote that a client is requesting changes on.
4. Approved: This is a quote that has been approved by the client, or has been marked as approved manually. Learn more about Quote Approvals
5. Converted: A quote that has been converted into a job.
6. Archived: A quote that has been archived in the system. These are only visible to you in Jobber, not to your clients in client hub.

Columns on the quotes report

Columns in the quotes report can be customized by selecting the Columns button, then selecting the columns for the report from the columns list.

The options for columns that can be added to the report are:

• Quote #: This is a fixed column. The quote number links to the quote
• Client name
• Client email address
• Client phone number
• Service street
• Service city
• Service state/province
• Service ZIP/postal code
• Title: This is the quote title
• Status: Learn more about quote statuses 
• Line items
• Subtotal ($): Value before taxes and discounts
• Total ($): Value before taxes and discounts
• Discount ($): Learn more about discounts 
• Required deposit ($)
• Collected deposit ($)
• Job #s: Linked jobs if quote has been converted
• Sent by user: This is the first user that sent the quote
• Viewed in client hub: The most recent date the client viewed the quote in client hub
• Drafted date
• Sent date: First sent date
• Sent to: First phone number or email address the quote was sent to
• Changes requested date: First changes requested date
• Approved date
• Converted date
• Archived date
• Custom fields
  
  • Note: If an quote is created before a custom field has been created, and the new custom field has a default value, this default value will not populate on the quote record on the report.

Export the quotes report to CSV

To receive a spreadsheet version of the quotes report, click Export to CSV then select if you'd like to export the report with all columns or just the selected ones. The report will then be sent to the same email address that you use when you log into Jobber. Exporting to CSV is a good option if you need to work with the data in the report, print the report, or share it with someone who is not a user in your Jobber account.

How to export the quote report and calculate your conversion rate

The quotes report can be exported to a spreadsheet where you can calculate the conversion rate on your quotes. 

To calculate the conversion rate, follow these steps:

1. Select the date range you're interested in and export the report to CSV
2. Add up the number of quotes that have a date in the Converted date column 
3. Take that number and divide it by the total number of quotes, then multiply it by 100 to calculate the conversion percentage

Pivot tables

Another way to analyze the data from the quotes report is to utilize a pivot table. Pivot tables can be set up in most spreadsheet editing tools and can be used to calculate, summarize, and analyze data in order to see comparisons, patterns, and trends in your data.

• Learn how to create a pivot table in Microsoft Excel
• Learn how to create a pivot table in Google Sheets