In this article, you will learn how to use the estimate reports built into Workiz — what each report shows, when to use it, and how to make it work for your business.

What are estimate reports?

An estimate is your first step toward a paying job. Estimate reports help you track how your proposals are performing — how many you're sending out, which ones are turning into work, and how much potential revenue is sitting in your pipeline waiting to be closed.

Instead of digging through individual estimate records one at a time, you can pull up a report that answers a specific question in seconds.

For example:

• “How many estimates are still open and waiting for a decision?”
• “What percentage of my estimates are actually converting into jobs?”
• “How much did we sell from estimates this month?”
• “Which estimates have been declined — and why?”

Workiz has four ready-to-use estimate reports that answer these kinds of questions right out of the box. Each one is pre-configured so you can get to the answer quickly, without needing to set anything up yourself.

How estimate reports work

Every estimate report in Workiz is built on the same foundation, which means they all work the same way. Each report shows you a list of estimates, and you can shape what that list looks like using three tools:

Filters
Filters let you narrow down which estimates appear in the report. For example, you can filter to show only estimates with a status of Won, or only estimates created this month. If you do not set a filter, the report shows all estimates.

Grouping
Grouping rolls your estimates up into categories so you can see totals at a glance. For example, grouping by status shows you one row per status with a count and total for each — instead of listing every estimate individually.

Visible columns
Each report comes with a default set of columns — the pieces of information shown for each estimate. You can add or remove columns depending on what you want to see.

Each of the reports below comes pre-configured with sensible defaults for filters, grouping, and columns. You can use them as-is or adjust them on the fly.

Your default estimate reports

Workiz includes four pre-built estimate reports. Here is what each one does and when you might use it.

All estimates

This is your full estimate directory — every estimate in your account, regardless of status. It is the best place to start when you want to look up a specific estimate, review your full proposal history, or export estimate data.

Conversion rate

This report shows all estimates created this month grouped by status, including how much was won. Use it to understand what percentage of your proposals are turning into real jobs and where the rest are dropping off.

By status

This report shows all estimates across your account grouped by their current status, with a count and total amount for each. Use it to get a high-level view of where your proposals stand at any given moment.

Sold this month

This report shows every estimate that was marked as Won this month. Use it to track closed proposals and see which technicians are converting the most estimates into jobs.

Saving your own custom reports

Every report above is a great starting point, but your business is unique — and sometimes you need a report that is set up exactly the way you want it, every time.

Rather than adjusting filters or groupings every time you open a report, you can save your own version of any estimate report as a custom report. Give it a name that makes sense to you and Workiz will save all your settings so the report opens exactly the way you left it.

When you save a custom report, you can lock in:

• The date range or filters you always use
• Your preferred grouping (by status, by technician, etc.)
• The columns you want to see

To save changes to a pre-built report or create a new one from scratch, you will need access to the new Custom Reports feature. To learn more, please see this help article.

Your custom reports are always available in the Reports section alongside the built-in ones. The original pre-built reports stay untouched, so you can always go back to the default if you need to.