Estimates

Estimates

What is Included in This Report?

Estimates Details

What is Included in This Report?

This report reports only on non-revenue bookings of type Estimate. It shows all the estimates, closed or not, that were created between the date range given (filtering is done on the date of the timestamp in the local time-zone if the company). If the original estimate was created in between the given dates, then that estimate is used in the report.

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Estimates Details

1. Estimate Creation Date
2. Estimate Total
3. Estimate Status
4. Booking Status
5. Estimate Conversion Date
6. CSR Name
7. Technician
8. Company Name
9. Commercial Type
10. Client Name
11. Street 1
12. Street 2
13. City
14. State
15. Zip Code
16. Email
17. Service Phone Number
18. Parent Source
19. Source
20. Estimate Appointment Date
21. Converted Appointment Date
22. Converted Status
23. Converted Total
24. Base Name

 

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