Use different statuses so the dashboard can show open, won, and lost decisions.
Add quote historyCleaning Quote Tools
Quote Reports
A local reporting workspace for cleaning business owners to review saved quote value, average quote size, status mix, and pricing follow-up priorities.Reports
See whether the quotes you saved are worth the calendar space.
Reports use the quote history saved in this browser. They are intentionally simple: quote value, average size, status mix, and recent jobs to review before you accept thin work.
$0 trackedSave a quote to start building local reports.Add quote history
Reports need owner data
Save two or three quotes before reading the dashboard.
The report desk is built for weekly owner review: open sent quotes, won value, overdue follow-ups, and jobs that were thinner than expected.
Sample tour / Reports
Read the report like a Friday owner meeting.
The sample has one sent move-out quote, one won office job, and one draft deep clean. Use the report to decide what gets chased, what gets reviewed, and what belongs on next week's list.
First weekly review setup
Reports answer owner questions after a few saved quotes.
This page is meant for a quick weekly check: which quotes need follow-up, which work is too thin, and where pricing should change before the next bid.
Set the next action and follow-up date on sent quotes so overdue work appears here.
Open CustomersReviewed labor hours and collected amount reveal margin leaks and pricing corrections.
Review JobsSent quotes grouped by how long they have waited for a customer decision.
Jobs where actual labor or extra costs made the accepted price too thin.
Which lead sources bring valuable jobs instead of just more busy work.
Money checkWhat should the owner chase today?
Sent quotes waiting on decisions.
Customer touches due now.
Accepted work from the last 7 days.
Combined customer totals from saved quotes.
Quick signal for job size and sales mix.
Up to the latest quotes stored locally.
Last saved customer or job label.
Accepted quotes stored in this browser.
Sent quotes with a follow-up date due today or earlier.
Quotes marked high priority from the owner workflow.
Declined quotes with reasons to review before pricing the next job.
Actual profit from quotes with after-job review data.
Average actual margin on reviewed work.
Weekly owner review
Where the quote desk needs attention.
Due sent quotes and open value choose the first money task.
Open revenue moveMissing contact, stale touches, and repeat customers surface here.
Open customer touchThin reviewed jobs and labor misses point back to Jobs.
Open pricing fixAccepted quotes divided by sent or accepted quotes.
Open quotes still waiting on a customer decision.
Sent quotes with follow-up due today or earlier.
No open sent quotes yet.
Save quotes this week to get a plain-English owner summary.
Saved quotes, sent quotes, and won quotes from the last 7 days.
Pre-send issues, overdue follow-ups, or high-priority open quotes.
Sent value and overdue follow-ups will choose the first revenue move.
Open revenue taskLow-margin jobs and labor misses will point back to Jobs.
Open pricing taskMissing send proof, contact details, and checklist risks appear here.
Open cleanup taskCRM loop audit
Reports should prove the follow-up loop was closed.
Use this as the weekly check for owner discipline: every open quote should have a contact channel, a real outcome, and a next date or a reason to stop chasing.
Open quotes are fine when the last touch is clear and the next date is saved.
After a text, email, or call, save whether the customer accepted, declined, or needs time.
Do not spend sales time chasing a lead until phone or email is stored in Customers.
If a sent quote keeps aging with no reply, decide whether to reprice, call, or close it.
Last 7 days
Saved quote trend
Sent quotes that are due will appear here.
Open CustomersUse this to chase the biggest sent quote first.
Open follow-upJump back into Jobs when pricing details need review.
Open in JobsHigh priority quotes from Jobs appear here first.
Open taskOpen customer value and overdue sent quotes will appear here.
Open CustomersLow-profit or over-hours jobs will point back to Jobs.
Open JobsSent audits and missing handoffs will point to customer cleanup.
Open cleanupToday's tasks
Next actions from saved quotes.
Tasks appear after a quote has a follow-up date or next action.
Follow-up pack
No follow-up pack yet
Customers will turn due sent quotes into a copy-ready owner checklist.
Follow-up pack rows appear after sent quotes need a customer decision.
Priority queue
Handle these before low-value admin.
High priority quotes will appear here after Jobs marks them.
Lost reason summary
What blocked the sale?
Declined quote reasons will appear here.
Owner weekly print
One-page weekly quote review.
Last 7 days from this browser workspace.
Ready to print
Quote value saved in the last 7 days.
Accepted value from the week.
Sent or draft value still waiting.
Due sent quotes that need owner action.
The top follow-up or open decision appears here.
Low-profit or over-hours work appears here.
Unconfirmed sent quotes or pre-send risks appear here.
Owner tasks appear after quotes have next actions.
Pricing review rows appear after actuals are saved.
Risk notes appear after follow-ups, sent audits, or review flags.
The printed report should leave the owner with follow-up, pricing, and data cleanup work for the next week.
1. Revenue:Choose the first quote to chase.
2. Pricing:Pick one job type to price more carefully.
3. Data:Clean up missing send proof or customer contact.
Decision cockpit
Turn the report into next week's pricing decisions.
Reviewed actuals build this number.
Draft to sent to accepted quote movement.
Reviewed jobs below the owner's safety band.
Open value that needs a follow-up or decision.
Quotes saved with checklist review or fix items.
Sent quotes without SMS, email, PDF, or Customers activity.
Reviewed actuals from this month and last month build this signal.
The healthiest reviewed month appears here.
Thin months show where pricing or labor control needs attention.
Monthly profit trendNo reviewed profit yet
Use this to see whether reviewed work is getting healthier or thinner.
Reviewed profit trend appears after actuals are saved.
Conversion funnelNo funnel yet
Shows where quotes stall: draft, sent, won, or lost.
Saved quote statuses will appear here.
Low-profit watchlistNo low-profit jobs yet
Open the worst reviewed jobs before copying similar pricing.
Low-profit reviewed jobs will appear here.
Lost quote reviewNo lost pattern yet
Summarizes declined value so the next quote can handle the objection earlier.
Lost quote patterns will appear here.
Customer value next moveNo customer move yet
Ranks where owner attention can protect the most value.
Customer value decisions will appear here.
Pre-send checklist reviewNo checklist pattern yet
Shows which saved quotes were sent or saved with owner-review or fix-before-sending items.
Pre-send checklist risks will appear after Jobs saves quote readiness.
Sent delivery auditNo unconfirmed sent quotes
Find quotes marked Sent before any copy, PDF, or Customers handoff was recorded.
Sent quotes without send activity will appear here.
The dashboard gets sharper after saved statuses, follow-ups, and actuals are recorded.
Open JobsPricing review
What should change before the next quote?
Quotes with actual labor, extra cost, or collected amount recorded.
Reviewed work that landed below the target margin band.
Jobs where actual labor exceeded the original estimate.
Collected value covered by after-job review data.
Margin leaksNo margin leaks yet
Find jobs where collected revenue did not protect the owner's margin target.
Add actuals in Jobs to see margin leaks.
Labor missesNo labor misses yet
Spot job types where estimated hours were too optimistic.
Jobs with actual labor hours will appear here.
Next pricing actionKeep collecting actuals
Record actual labor and collected amount after each accepted job.
No pricing adjustment recommended yet.
Open latest jobPricing memoryNo job type pattern yet
Review two or more jobs in the same category to see reusable pricing memory.
Job type patterns will appear after reviewed work is saved.
Owner review checklist
Four checks before the next week gets busy.
Open sent value and overdue follow-ups appear here.
Low-profit reviewed jobs appear after actuals are saved.
Draft, sent, won, and lost mix appears here.
Unconfirmed sent quotes or missing records appear here.
Quote intelligence
Where quotes come from, what sells, and what needs caution.
Source performanceNo source pattern yet
Shows whether Jobs, Customers, CSV imports, or report reviews are producing useful quote value.
Quote sources appear after saving or importing quotes.
Service mixNo service mix yet
Compare house, office, move-out, Airbnb, and imported work by value and win rate.
Service type performance appears after quotes are saved.
Risk queueNo risk pattern yet
Prioritize quotes that are high value, thin margin, overdue, or lost to prevent repeated mistakes.
Risk-ranked quotes will appear here.
Decision riskNo decision score yet
Jobs will save owner decision scores after quotes are calculated.
Quotes that need owner review will appear here.
Customer insight board
Which customers deserve attention first?
Customer value rankingNo customer value yet
Rank customers by total quoted value, open work, and decision status.
Saved customer quotes will appear here.
Follow-up agingNo aging risk yet
Spot sent quotes that are getting stale before the calendar fills with lower-value work.
Sent quotes with follow-up dates will appear here.
Repeat customer signalsNo repeat pattern yet
Find names that show up more than once, won work, or high-value recurring potential.
Repeat customer signals will appear after more quote history.
Customer segment mixNo customer segments yet
Segments appear after customers have saved quotes, follow-up dates, or profiles.
Won work, high quoted value, or high-value / recurring tags.
Sent quotes due now or stale enough to chase.
Declined, overdue, or owner-review customer situations.
Customers without phone or email in the local profile.
Contact loopNo contact loop yet
Open contact deskCustomers records last contact, next due date, and outcome after follow-up actions.
Sent quotes with a saved customer touch.
Open sent quotes still waiting on the customer decision.
Contacted quotes that need a fresh touch.
Contact loop rows appear after Customers logs follow-up activity.
Pipeline board
Move attention by quote status.
Saved quotes will become a simple owner pipeline here.
Quote ledger
Recent saved quotes.
Saved quotes will appear here after you draft or copy a quote.