This report shows the life of a Service or Product regarding quantity and amount in three different stages: Estimate, Job, and Invoice. You can filter this report by date range, client, city, and postal (zip) code.
The description for each column is as follows:
- Name - The name of the Services or Products.
- Estimate Quantity - The number of Estimates in a stage of "sent" that contains the Service or Product.
- Estimate Amount - The total dollar value for the Service or Product across all Estimates in the stage of "sent".
- Job Quantity -The quantity of jobs scheduled for a Service or Product.
- Job Amount - The total dollar value for the Service or Product across all scheduled jobs.
- Invoiced Quantity - The quantity of an item based on invoices generated.
- Invoiced Amount - The total dollar value of an item across all generated invoices.
Note: Sales tax is not included in any of the totals in this report. If Services and Products are added to one-time visits, they appear in the job columns and invoice columns after completion.