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
-
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.