Let's get started!
The Equipment Open/Rejected Quotes Report provides visibility of quotations raised against service equipment, including quotes that are Active, Rejected, Accepted, or Completed.
Use this report to monitor quotation activity, identify quotes requiring follow-up, and understand how quoted work relates to service activity carried out on equipment.
This report helps teams to:
Track quotation status across customers, sites, and equipment.
Identify open or rejected quotations requiring review.
Monitor quoting activity across branches.
Review the relationship between quotations and jobs raised on equipment.
Support revenue forecasting and customer engagement activities.
Getting There
To access the Equipment Open/Rejected Quotes Report in Service Geeni:
Open the Business Intelligence module.
Select the KPI Viewer sub-module.
Locate and select the Equipment Open/Rejected Quotes report.
(Optional) Select the gear icon on the report tile to add or modify filters before generating the report.
Available Filters and Their Impact
The following filters can be used to refine the report data:
Branch: Filters the report by the branch where the equipment is located.
Tip: Useful when reviewing quotation activity for a specific branch or depot.
Quote Period: Filters quotations based on their creation date.
Tip: Use shorter periods to review recent quotation activity or longer periods to identify quoting trends.
Period: Filters jobs associated with the equipment based on job creation date.
Tip: Consider matching this period with the Quote Period to provide a consistent view of quotation and job activity.
Customer Account: Filters the report by customer account.
Tip: Useful when reviewing quotation activity for a specific customer.
Site: Filters the report by customer site.
Tip: Useful when customers operate multiple locations and site-level reporting is required.
Equip. ID: Filters the report by equipment ID.
Tip: Useful when reviewing quotation history for a specific asset.
Column Breakdown and Key Fields
Each row in the report represents a quotation linked to a specific piece of equipment.
Column Name | Description |
Branch | Name of the depot or branch where the equipment is located |
Customer Name | Customer account to which the equipment is assigned |
Site Name | Specific site or location of the equipment |
Equipment ID | Unique identification number of the equipment |
Make | Manufacturer or brand of the equipment |
Model | Model name or number of the equipment |
Type | Category or classification of the equipment |
Serial Number | Manufacturer’s unique serial number |
Year of Manufacture | Year the equipment was manufactured |
Quotation Number | Unique identifier for the quotation |
Quote Date | Date the quotation was created or issued |
Quote Status | Current status of the quotation (Active, Rejected, Accepted, Completed) |
Jobs on Equipment | Number of jobs associated with the equipment during the selected period |
Job Numbers | Job and sub-job numbers related to the equipment (top 10 shown if more exist) |
Work to be Carried Out | Description of the quoted work |
Insight: When more than 10 jobs exist for a single piece of equipment within the selected period, only the first 10 job and sub-job numbers are displayed, followed by an ellipsis (...).
The Equipment Open/Rejected Quotes report is a valuable tool for monitoring quotation activity linked to service equipment within Service Geeni.
By using this report, teams can:
Identify open or rejected quotes that may need follow-up or review.
Gain insight into customer decisions regarding quoted work.
Track how quotations relate to actual jobs raised on equipment.
Support revenue forecasting and customer engagement strategies.
Improve visibility and accountability across service and sales processes.
Review this report regularly, such as weekly or monthly, to ensure open quotes are actively managed and rejected quotes are analysed for trends or improvement opportunities. Consistent use helps optimise quoting workflows and improve conversion rates.