Filter

Description

Stages

Select one or multiple Job Stages (e.g. Active, Approved, Completed). If none are selected, all will be included in the Report.

Date Filter On

This will determine the date range above. Select Job date: Start, End, Converted to Active, Proposal Date, Completed On, Approved On, Created On, Updated On.

Date Range

Choose between Today, Yesterday, Tomorrow, Last 7 Days, Last 30 Days, This Month, Last Month, Year To Date, or Custom Range. The date range selects only Jobs that fall between those dates to calculate the totals. Determine what Items display with Date Filter On (below).

Operation

Operation (e.g. maintenance, design/build, tree service, etc.) If none are selected, all will be included in the Report.

Client

Type in one or more existing Client name(s). If none are selected, all will be included in the Report.

Job Type

Select which job types to include — Recurring and/or On Demand (One-Off). Check the types you want and leave the others unchecked (for example, uncheck On Demand to see recurring jobs only). If none are selected, all job types will be included in the Report.

On Hold

Select whether or not you want to filter by jobs that are On Hold. If nothing is selected, all jobs will be displayed.

Sales rep

Select one or multiple Sales Rep(s) associated to a Job. If none are selected, all will be included in the Report.

Assignee

Select one or multiple Assignee(s) associated to a Job. If none are selected, all will be included in the Report.

Tags

Select one or multiple tag(s) to include Tags associated to a Job.

If selecting multiple tags, toggle to:

All Tags — the report will display Jobs with ONLY ALL of the tags included in the Tags selection.

Any Tags — the report will display Jobs with ANY of the tags included in the Tags selection.

Tag Options:

Include — will only display Jobs that DO include the selected tags.

Exclude — will only display Jobs that do NOT include the selected tags.

Item

Select one or multiple Item(s) associated to a Job. If none are selected, all will be included in the Report.

Item Group

Select one or multiple Item Group(s) associated to a Job. If none are selected, all will be included in the Report.

Custom Input

Select the Custom Input to filter (only Client or Job resource types are filterable). Search an entry to filter by.

Example: Select Custom Input 'Lead Source', search Website Lead to find all jobs with the Website Lead Custom Input.

If none are selected, all will be included in the Report.

Note: Client, Job, and Visit custom inputs are all available as report columns, but only Client and Job custom inputs can be used as a filter.

Tags

Select one or multiple tag(s) to include Tags associated to a Job.

If selecting multiple tags, toggle to:

All Tags — the report will display Jobs with ONLY ALL of the tags included in the Tags selection.

Any Tags — the report will display Jobs with ANY of the tags included in the Tags selection.

Tag Options:

Include — will only display Jobs that DO include the selected tags.

Exclude — will only display Jobs that do NOT include the selected tags.

⚠️ The Jobs Report uses a static date range and does not support Dynamic Date Range. The Saved Reports article illustrates Dynamic Date Range using a Jobs example, but that rolling date behavior applies to the Invoices Report — keep this in mind when building a saved report from Jobs.

Column

Description

Quick Info

Displays the Job's Address, Client's Name, Operation type, and Client's email address.

Is Recurring?

❌ displays if the Job is not recurring.

✅ displays if the Job is recurring.

Fixed Invoice?

❌ displays if the Job's invoice type is not fixed.

✅ displays if the Job's invoice type is fixed.

On Hold

❌ displays if the Job is not currently On Hold.

✅ displays if the Job is currently On Hold.

Job Name

The name of the Job.

Client / Contacts

The Client's name, phone number, and email address. Phone and email will only display if entered in the client details.

Operation

Operation associated with the job (e.g. maintenance, design/build, tree service, etc.)

Job Location

Street name and number, city, state, and country of the Job's location. This may differ from the Client's billing location.

Job Address

Street name and street number.

Job City / Job State / Job Zip

Job city, state, and zip will display in separate columns.

Start / Stop

Job start date and stop date will display in separate columns (month, day, year).

Tags

Displays a list of each Tag associated to a Job.

Terms

Payment term type (e.g. Net 30, Due Upon Completion, etc.)

Created On

The date & time the Job was created (month, day, year hr:min AM/PM).

Updated On

The date & time the Job was last updated (month, day, year hr:min AM/PM).

Submitted By

Name of the User that created the job.

Assignees

Assignee(s) associated to that Job; links to the User's Edit User page.

Sales Rep

Sales representative(s) associated to that Job; links to the User's Edit User page.

First Proposal Sent

The date & time the first Proposal email template was sent for this Job (month, day, year hr:min AM/PM).

Last Invoice Sent

The date the last Invoice email template was sent for this Job (month, day, year).

Last Email

The recipient's email address, the last sent email template type, and the date & time (month, day, year hr:min AM/PM) of the last email sent out of SingleOps for this Job.

Proposal Date

The date & time the proposal was created (month, day, year hr:min AM/PM).

Converted to Active

The date & time the Job was converted to an Active Job (month, day, year hr:min AM/PM).

Last Completed At

The date & time the Job was last marked as completed (month, day, year hr:min AM/PM).

First Completed At

The date & time the Job was first marked as completed (month, day, year hr:min AM/PM).

Prepay Enabled

✅ the Job has prepay enabled. [icon: red X] the Job does not have prepay enabled.

Prepaid?

[icon: green checkmark] the Job has a pre-payment completed. [icon: red X] prepay is not completed.

Requires Deposit?

✅ the Job requires a deposit.

❌ the Job does not require a deposit.

This column will only display if Deposits are enabled in your account. If Deposits are not enabled for your account, please reach out to SingleOps Support.

Unpaid Deposit Amount

Unpaid deposit amount on the Job, in dollars.

This column will only display if Deposits are enabled in your account. If Deposits are not enabled for your account, please reach out to SingleOps Support.

Edit

The Edit button links to the Job's edit page.

Message

The Message button drops down to Send Email or Send Text Message. Select the desired messaging type.

Payments

The Payments button lets you post a payment to the job.

Total Price

The total price of the Job, in dollars.

Total Payments

The total dollar amount of all payments applied to the job.

Balance

The total dollar amount still owed on the job.

Client Info (Multiple Columns)

First name, middle name, last name, company name, email address, billing address (city, state, zip), client phone, and mobile phone number will all display in separate columns.

Total Estimated Hours

The sum of the quantity of Labor items on a job.

Note: If a job does not include any Items of type 'labor', the job will not be included in the report since it will not have an estimated quantity.

Remaining Estimated Hours

The sum of the quantity of Labor items on a job less the work completed. (Total Estimated Hours) − (Completed Actual Hours) = Remaining Estimated Hours.

Total Logged Hours

The sum of the amount of time users have spent on the job based on their clock in/clock out times.

Completed Estimated Hours

The sum of completed hours. (e.g. if there are 10 visits on a job with 1 hour each and 3 visits have been completed, the Completed Estimated Hours will be 3 hours.)

Completed Actual Hours

The sum of actual hours on a completed job. This can be tracked in 2 ways depending on the 'Use timesheet / labor line entries for labor reports?' account setting.

Timesheets — the sum of the amount of time users have spent on the job based on their clock in/clock out times.

Labor line items — the sum of the quantity of actual Labor items on a job.

Current Stage

The current Job stage (e.g. Active, Completed, Approved, etc.)

Created Stage

The stage at which the Job was created (Lead, Proposal, or Active).

Customer Type

The customer type (Residential, Commercial, etc.)

Financing Offered

❌ displays if financing was not offered to the customer.

✅ displays if financing was offered to the customer.

Financing Accepted

❌ displays if financing was not accepted.

✅ displays if financing was accepted.

CUSTOM INPUTS

All Client, Job & Visit Custom Inputs will appear here