Use the Maintenance Agreement tab to create reports based on maintenance agreement data including total annual fee, last job occurrence, status, and more. Some common maintenance agreement reports include maintenance agreements by frequency, by billing frequency, and by customer.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.
Create a Maintenance Agreement Report
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
Columns
- #ID: Maintenance agreement number
- Title: Maintenance agreement title
- Status: Maintenance agreement status
- Customer: Customer linked to the agreement
- Location: Service location for the agreement
- Created At: Date and time the agreement was created
- Created By: Author of the agreement
- Job Notes: Notes on related job records
- Agreement Notes: Notes on agreement
- Start Date: Maintenance agreement start date
- Price per Bill: Price per agreement bill
- Total Annual Fee: Total agreement price per year
- Frequency Display Name: Frequency of maintenance agreement
- Last Job Occurrence Month: Last maintenance agreement job occurrence
- Billing Frequency Display Name: Frequency of billing
- Custom Fields: User-created fields related to the maintenance agreement
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Customer
- Custom Fields: User-created fields related to the customer record
- 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 customer record
- Customer Lead Source: Lead source on the customer record
- 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)
- Customer Created Date: Date and time the customer was added to FieldPulse
- Customer Tags: Tags attached to the customer record
Filters
- #ID: filter by contents
- Title: filter by contents
- Status: select status
- Customer: filter by contents
- Location: filter by contents
- Created At: filter by date
- Created By: filter by contents
- Job Notes: filter by contents
- Agreement Notes: filter by contents
- Start Date: filter by date
- Frequency Display Name: filter by contents
- Last Job Occurrence Month: filter by contents
- Billing Frequency Display Name: filter by contents
- Custom Fields: select custom field
-
Customer
- 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 Pipeline Status: select status
- Customer Next Steps: filter by contents
- Customer Notes: filter by contents
- Customer Job Notes: filter by contents
- Customer Created Date: filter by contents
- Customer Tags: filter by contents
| 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 |
Common Maintenance Agreement Reports
Maintenance Agreements by Frequency
Use this report to view your maintenance agreements sorted by frequency of services. Columns: Customize to your needs, but must include Frequency Display Name. Group by: Frequency Display NameMaintenance Agreements by Billing Frequency
Use this report to view your maintenance agreements sorted by billing frequency. Columns: Customize to your needs, but must include Billing Frequency Display Name. Group by: Billing Frequency Display NameMaintenance Agreements by Customer
Use this report to view your maintenance agreements sorted by customer. Columns: Customize to your needs, but must include Customer. Group by: CustomerHave additional questions? Contact us at support@fieldpulse.com or use the chat feature in the bottom right corner of your screen.