The Job Quotations report gives you a complete view of all job-based quotes raised in Service Geeni. It pulls together quotation details, financials, margins, and customer and site information so you can track performance and convert quotes more effectively.
Use this report to:
Track your quotation pipeline for job-based work.
Analyse profitability using cost and margin data.
Monitor quoting activity by branch, customer, or site.
Manage follow-ups and monitor expiring quotes.
Identify quotes that are Draft, Sent, Accepted, Rejected, or pending.
Whether you work in operations, finance, or sales, this report helps you stay in control of your job quoting activity.
Getting There
When you are ready to run the Job Quotations report:
Open the Business Intelligence module.
Click Reports.
In the Reports window, open the Records category.
Select Job Quotations.
Apply your filters, then click Apply to generate the report.
Available Filters and Their Impact
Use the filters at the top of the report to narrow down the dataset based on your needs:
Filters: Use the filters at the top of the report to narrow the data.
Branch: Filters results by the branch or depot linked to the quotation.
Use this to compare quoting performance across regions or teams.Period: Filters by the quotation Created Date. Use this to review quotes created within a specific time period, such as last month or last quarter.
Quotation Status: Filters by the current status of the quote, for example, Draft, Sent, Accepted, or Rejected. Use this to track where quotes are in the pipeline.
Customer Account: Limits results to selected customer accounts. Ideal for account managers reviewing specific customers.
Site: Filters by the customer site linked to the quotation. This is useful when customers operate across multiple locations.
Pro Tip: Combine Period, Quotation Status, and Branch to monitor live quoting activity and performance by region or team.
Column Breakdown and Key Fields
Each row in the report represents a single job quotation. Below is a breakdown of the key columns available and what each field means:
Column Name | Description |
Branch | Depot or branch where the quote was issued. |
Quote Year / Month | Derived from the quote’s created date – useful for trend analysis. |
Quote No. | Unique number identifying the quotation. |
Quote Desc. | Description of the proposed work or service. |
Quote Dept. | Department code linked to the quote. |
Quotation Type | The type of quotation – e.g., “Job Quotation.” |
Customer Reference | Reference number provided by the customer. |
Customer No. | Internal customer account number. |
Customer Name | Name of the customer organisation. |
Contact | Main contact person linked to the quote. |
Quote Start | Start date related to the job or service. |
Quote Valid Until | Expiry date of the quote’s validity. |
Site ID / Site Name | Identifiers and names for the customer site. |
Status | Current status of the quote (Draft, Sent, Accepted, etc.). |
Cost Code | Internal cost code associated with the quotation. |
Created Date | The date when the quotation was created. |
Created By | The user who raised the quotation. |
Ref No. | Optional reference identifier. |
Parts Charge | Cost for parts included in the quotation. |
Misc. Charge | Charges for miscellaneous items or services. |
Labour Charge | Labour charges are included in the quote. |
Additional Charge | Sum of consumables, environmental, and other charges. |
Charge Fixed Price | Fixed price quoted for the job, if applicable. |
Minimum Job Charge | Minimum charge applied regardless of work done. |
Total Cost | Combined internal cost of all job elements (parts, labour, callouts). |
Total Charge | Total amount quoted to the customer (sales price). |
% Margin | Calculated profit margin using: (100 / Total Cost) * (Total Charge - Total Cost); Returns 0 if cost is 0 or higher than charge. |
Accepted Date | Date when the quote was marked as accepted (if applicable). |
Date of Last Action | Timestamp of the most recent update to the quote. |