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Documentation Index

Fetch the complete documentation index at: https://fieldpulse.mintlify.app/llms.txt

Use this file to discover all available pages before exploring further.

Use the Customers tab to create reports based on customer data including location, tags, custom fields, and more. Some common customer reports include customers by pipeline status, lead source, and invoice total.

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Create a Customer Report

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Date Range

Begin by selecting the start date range for which you’d like to report on. Click on the calendar icon to select a preset date range and click Load Data.
  • Today: From 12:00 AM to the current time
  • Yesterday: Previous day from 12:00 AM to 11:59 PM
  • This Week: From Monday through Sunday of the current week
  • Last Week: Previous week
  • Last 7 Days: Previous seven days, including today
  • This Month: From the first of the current month to the current day
  • Last Month: Entire month before the current month
  • Last 30 Days: Previous 30 days, including today
  • Custom: Use the calendar to select start and end dates

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Columns

Click on Columns Select the columns to include in your report by clicking Columns. The customer report includes these columns by default:
  • Display Name: Customer display name (if synced with QuickBooks)
  • First Name: Customer first name
  • Last Name: Customer first name
  • Company Name: Customer company name (if commercial)
  • Customer Phone: Customer’s primary phone number
  • Customer Email: Customer’s primary email address
  • Customer Phone 2: Customer’s secondary phone number
  • Customer Email 2: Customer’s secondary email address
  • Customer Assigned to: User assigned to the customer record
  • Customer Lead Source: Customer lead source
  • Customer Pipeline Status: Customer’s custom sales pipeline status
  • Customer Next Steps: Next steps listed on custom sales pipeline
  • Customer Notes: Notes on customer record
  • Customer Job Notes: Job notes on customer record (automatically inserted onto job records)
  • Parent Customer: Group and analyze data by the Parent Customer
  • Location: Customer service address
  • Status: Customer status
  • Created At: Date and time the customer record was created in FieldPulse
  • Total Invoice Amount: Total amount on related invoice
  • Total Estimate Amount: Total amount on related estimate
  • Total Invoice Amount Due: Remaining balance on related invoice
  • Estimate - Product
    • Estimate - Total Product Cost: Sum of product line item costs on related estimate
    • Estimate - Total Product Amount: Sum of product line item prices on related estimate
    • Estimate - Total Product Margin: Overall margin on product line items on related estimate
  • Estimate - Service
    • Estimate - Total Service Cost: Sum of service line item costs on related estimate
    • Estimate - Total Service Amount: Sum of service line item prices on related estimate
    • Estimate - Total Service Margin: Overall margin on service line items on related estimate
  • Invoice - Product
    • Invoice - Total Product Cost: Sum of product line item costs on related invoice
    • Invoice - Total Product Amount: Sum of product line item prices on related invoice
    • Invoice - Total Product Margin: Overall margin on product line items on related invoice
  • Invoice - Service
    • Invoice - Total Service Cost: Sum of service line item costs on related invoice
    • Invoice - Total Service Amount: Sum of service line item prices on related invoice
    • Invoice - Total Service Margin: Overall margin on service line items on related invoice
  • Customer Tags: Tags attached to the customer record
  • Account Type: Residential or Commercial
  • Custom Fields: User-created fields related to the customer record
  • Tax Exempt: Whether the customer is marked as tax exempt

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Filters

Click on Filters Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
  • Display Name: select name
  • First Name: select name
  • Last Name: select name
  • Company Name: select name
  • Customer Phone: select phone number
  • Customer Email: select email address
  • Customer Phone 2: select phone number
  • Customer Email 2: select email address
  • Customer Assigned to: filter by contents
  • Customer Lead Source: select lead source
  • Customer Pipeline Status: select status
  • Customer Next Steps: filter by contents
  • Customer Notes: filter by contents
  • Customer Job Notes: filter by contents
  • Location: filter by contents
  • Status: select status
  • Created At: filter by date
  • Customer Tags: filter by contents
  • Account Type: filter by contents (Residential or Commercial)
  • Custom Fields: select custom field
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator. Operator Retrieves Data Example Data Retrieved Equals Equal to a specified value Created By - Equals Tom Gause For all records created by Tom Gause only Not Equal Different from a specified value Tag - Not Equal to HVAC For all records except those using the HVAC tag Less Than Lower than a specified value #ID - Less than 1144 For all records below #1144 Less Than or Equal To Lower than or equal to a specified value Job Date/Time - Less than or equal to 12/13/2023 For jobs scheduled before or on 12/13/2023 Greater Than Greater than a specified value Job Duration - Greater than 60 minutes For jobs in the In Progress status type for over 60 minutes Greater Than or Equal To Greater than or equal to a specified value Job Date/Time - Greater than or equal to 1/1/2024 For jobs scheduled on or after 1/1/2024 In Range Including and between two specified values #ID - Between 1225 and 1236 For all estimate records with #IDs between 1225 and 1236 Starts With Begins with a specified value Title - Annual For all job records beginning with Annual Ends With Ends with a specified value Location - TX For all job locations ending with TX Blank No values are in the field Subtitle For all job records with blank subtitles Not Blank Values in the field Notes For all job records with values in the notes field

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Common Customer Reports

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Customer Invoice Total

Use this report to view the total invoice amount for each customer. Columns: Customize to your needs but must include First Name, Last Name, and Total Invoice Amount.

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Customers by Pipeline Status

Use this report to view your customers sorted by pipeline status. Columns: Customize to your needs but must include First Name, Last Name, and Pipeline Status. Group By: Pipeline Status

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Customers by Lead Source

Use this report to view your customers sorted by lead source. Columns: Customize to your needs but must include First Name, Last Name, and Lead Source. Group By: Lead Source
Have additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.