Quote Conversion Report

What this guide covers

This guide explains the quote conversion report, which measures how many of your quotes turn into accepted jobs. You will learn how to read the conversion funnel, identify drop-off points, and improve your win rate.

Before you begin

• You need Owner, Admin, or Dispatcher permissions.
• The report tracks quotes from creation through acceptance or decline. Quotes still in draft or pending status are counted as open.

Understanding the conversion funnel

The report displays a funnel with four stages:

1. Quotes Sent -- total quotes sent to customers.
2. Quotes Viewed -- quotes the customer opened.
3. Quotes Accepted -- quotes the customer approved.
4. Jobs Created -- accepted quotes converted to active jobs.

Screenshot: The quote conversion funnel showing the count and percentage at each stage: Sent, Viewed, Accepted, and Jobs Created.

Step 1: Open the report

1. Navigate to /reporting.
2. Click the Quotes tab.
3. Select Conversion Report.

Step 2: Read the headline metrics

• Conversion Rate -- the percentage of sent quotes that were accepted.
• Average Time to Accept -- median days between quote sent and accepted.
• Average Quote Value -- the mean dollar amount of sent quotes.

Animation: The conversion rate gauge animating from zero to the current percentage, with the needle settling on the final value.

Step 3: Filter by service type or team member

Use the Service Type dropdown to see which services convert best. Use the Created By filter to compare conversion rates across your sales team.

Step 4: Identify improvement areas

• If Viewed is much lower than Sent, your quotes may be going to spam or customers are not opening emails.
• If Accepted is much lower than Viewed, your pricing or scope may need adjustment.
• If Jobs Created is lower than Accepted, check your internal process for converting accepted quotes to jobs.

Tip: Follow up on quotes that have been viewed but not accepted within 48 hours. A timely phone call often closes the deal.

Best practices

• Track weekly. Quote conversion is a leading indicator of future revenue.
• Set a target conversion rate. Field service companies typically aim for 40-60%.
• A/B test your quote templates. Small changes in formatting or pricing presentation can improve conversion rates.

Related articles

• View Revenue and Payment Reports
• Revenue by Service Type Report
• Filter Reports by Date Range