Report library
Quotes & pipeline
The quotes & pipeline report tracks quoted work from quote creation through customer decision — open quote value, win rate, average time to close, and pipeline by stage — so sales and operations can see what revenue is likely to convert and when.
The columns.
- Benchmark
- None. There is no universal figure; track it against your own baseline.
What the report tracks
Every quote generated in Thermal — a repair quote, an equipment replacement, an agreement upsell — is tracked through its lifecycle: sent, viewed, approved, declined, or expired. The report rolls these up into total open pipeline value, win rate, average time from send to decision, and pipeline broken down by stage, technician or salesperson, and quote type.
For a contractor whose quote flow spans everything from a same-visit repair quote to a large equipment replacement, tracking these separately matters — win rate and close time look very different for a small repair approved on the spot versus a large rooftop unit replacement that needs a facilities committee sign-off.
Why pipeline visibility matters for service contractors specifically
Quote work is often generated in the field by technicians during a service call, not by a dedicated sales team working a CRM — which means pipeline can be genuinely invisible to operations leadership unless it's tracked at the point it's created. A technician who quotes a repair and never hears back has effectively lost that revenue with no one aware it happened.
The report closes that gap by tracking every quote from the moment it's generated, regardless of who created it or how it was delivered, so open pipeline value is a real, current number instead of an estimate built from memory.
Where it lives, and what to read with it
Quotes generated from a work order or equipment record are tracked automatically through customer view, approval, and decision status, using the same records already tied to the job and equipment involved. Because a quote on an equipment replacement links back to that unit's service history, a manager reviewing pipeline can see the repair-versus-replace context that generated the quote, not just the dollar amount.
Straight answers.
Does this track quotes created by technicians in the field, not just office staff?
Yes. Any quote generated from a work order or equipment record is tracked the same way regardless of who created it, so field-generated repair and replacement quotes show up in pipeline alongside office-quoted work.
How is win rate calculated?
Win rate is approved quotes divided by total quotes sent within the selected period, and can be broken down by quote type, technician, or branch to isolate where conversion is strong or weak.
Can I see how long a quote has been open?
Yes. The report tracks quote age from send date and surfaces aging open quotes so follow-up can happen before a quote goes cold.
Does a quote on equipment replacement link to that unit's service history?
Yes. A replacement quote generated from an equipment record carries that unit's service history with it, so anyone reviewing the pipeline can see the repair pattern that justified the quote.