Product and Service Usage Report

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.

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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 contain the Service or Product
  • Estimate Amount - the total dollar value for the Service or Product across all Estimates in a 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

No columns include sales tax. If services and products are added to one-time visits, they appear in the job columns and invoice columns after completion.

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