How to track the percentage of quotes that convert to jobs and invoices, and identify ways to improve your conversion rate.
Written by Julian ParkUpdated over a month ago3 min readBeginner
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:
Quotes Sent -- total quotes sent to customers.
Quotes Viewed -- quotes the customer opened.
Quotes Accepted -- quotes the customer approved.
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
Navigate to /reporting.
Click the Quotes tab.
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.
