Site Visit Reports

Site Visit Reports

Use the Jobs > Site Visits tab to create reports based on site visit data including site visit duration, status, assigned users, and more. Some common site visit reports include site visits by status and by assigned team member.

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Create a Site Visit 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

Select the columns to include in your report by clicking Columns. The site visit report includes these columns by default:

• #ID: Job number

• Customer: Customer linked to the site visit

• Contact

  • Contact Name: Customer contact selected on job record

  • Contact Email: Customer contact’s email address selected on job record

  • Contact Phone: Customer contact’s phone number selected on job record

• Title: Site visit title

• Subtitle: Site visit subtitle

• Status: Site visit workflow status

• Start Date/Time: Date and time the site visit was scheduled to begin

• End Date/Time: Date and time the site visit was scheduled to end

• Clock In Date/Time

• Clock Out Date/Time

• Created At: Date and time the site visit was created in FieldPulse

• Created By: Author of the site visit

• Location: Service location for the site visit

• Assigned Team Members: Users assigned to the site visit

• Assigned Teams: Teams assigned to the site visit

• Related Invoice Status: Status of the linked invoice

• 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

• Total Amount Paid: Amount paid on related invoice

• Assets: Assets linked to the job record

• Related Estimates and Invoices: Record numbers for estimates and invoices linked to the job record

• Notes: Notes on job and site visit records

• Field Notes: Notes left by assigned user(s) on the job record

• Tags: Tags attached to the job record

• Related Project: Project linked to the job record

• Job Duration: Time spent in In Progress status type, recorded in HH:MM:SS

• Job Duration Decimal: Time spent in In Progress status type, recorded in hours

• Scheduled Duration: Time scheduled for the site visit, recorded in HH:MM:SS

• Scheduled Duration Decimal: Time scheduled for the site visit, recorded in hours

• Travel Duration: Time spent in On The Way status type, recorded in HH:MM:SS

• Travel Duration Decimal: Time spent in On The Way status type, recorded in hours

• Total Timesheet Duration: Sum of all timesheets related to the job record, recorded in HH:MM:SS

• Total Timesheet Duration Decimal: Sum of all timesheets related to the job record, recorded in hours

• Custom Fields: User-created fields related to the job record

• 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

  • 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

  • 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

Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:

• #ID: filter by contents

• Customer: filter by contents

• Contact

  • Contact Name: select name

  • Contact Email: select email address

  • Contact Phone: select phone number

• Title: filter by contents

• Subtitle: filter by contents

• Status: select status

• Start Date/Time: filter by date

• End Date/Time: filter by date

• Created At: filter by contents

• Created By: filter by contents

• Location: filter by contents

• Assigned Team Members: filter by contents

• Assigned Teams: filter by contents

• Related Invoice Status: select status

• Assets: filter by contents

• Related Estimates and Invoices: filter by contents

• Notes: filter by contents

• Field Notes: filter by contents

• Tags: filter by contents

• Related Project: select project

• Job Duration: filter by contents

• Job Duration Decimal: filter by contents

• Scheduled Duration: filter by contents

• Scheduled Duration Decimal: filter by contents

• Travel Duration: filter by contents

• Travel Duration Decimal: filter by contents

• Total Timesheet Duration: filter by contents

• Total Timesheet Duration Decimal: 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 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

  • Customer Created Date: filter by contents

  • Customer Tags: filter by contents

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 Site Visit Reports

Site Visits by Status

Use this report to sort your site visits by workflow status.

Columns: Customize to your needs, but must include Status

Group By: Status

Site Visits by Assigned Team Member

Use this report to sort your site visits by the team member assigned to complete them.

Columns: Customize to your needs, but must include Assigned Team Member

Group By: Assigned Team Member

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