When a customer signs an estimate from home, they think that the job is automatically booked. A report that shows sold estimates without a booked job would be ideal, but I cannot find one. Solutions?

[terri_ch]

We were also looking for a closed estimate report to see if we missed booking any. . . I just ran an Estimates report -  filtered by Estimate Status = Sold, added columns Install Job(s) and Estimate Sales Installed - hoping that the ones without Install Job(s) are the ones that need to be looked at. . .  

[kgarvey8]

Is there a report function though? We have some pretty high volume and having a report would be beneficial. 

[CJackson]

We created a custom report that shows all sold estimates for whatever time period we are looking at it.  It includes the associated install job.  Any that have no associated install job are unscheduled, so we can follow up with them from that report.  

[maureenv]

That is great, I am going to have to set that up. Thank you

[Previous ContributorPrevious Contributor]

Our company gets a text message when an estimate sells and needs to be booked. This can be set up in settings. I even know when a customer signs an estimate after work hours because it comes to my cell phone,