JobNimbus Feedback

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Dashboard & Reports

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  1. Dead space in dashboard reports

    With new Update to Webapp there was a change to table spacing for reports in the dashboard. Now the reports look enlarged to fit in the table spacing of the report. The previous version was more condensed and easier to read. It would be helpful if this change was reverted or we had the options to set the sizing of the table to manipulate the view.

    5 votes

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. 2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Disable or hide sales dashboard via access profiles

    We do not have a need for the sales dashboard that was recently added and would like the option to be able to disable this feature or filter its access by certain access profiles.

    3 votes

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    1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Job Report should include approved estimates

    In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. The New Email format is not better

    The new format, makes you put in the email address in, and then you have to add new. Also the subject line erases if you use/add a template. It did not improve the ease of use. If it could access a list of contacts saved would be helpful.

    1 vote

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  6. Reports - return to where you left off

    When going through a report, we click on a job on page 3 of the report...when we want to return to the report, we'd like to return to spot where we left off as opposed to returning to the first page of the report. PLEASE :)

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Bulk Edit Tasks to Mark as Incomplete

    Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Include Activity in Contact Report

    Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Dashboard edits

    I have several different reports on my dashboard and often times I have to scroll down the page to find the one I want. If I edit one of the items in that particular dashboard (modify the description), I would like for the system to return me to that dashboard. Oftentimes, I have multiple items to update and each time I have to continue to scroll down again for each update.

    1 vote

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  10. 1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Set a default display on the My Tasks dashboard report

    Would like to see the option to set the default for which Tasks are displayed on my dashboard

    1 vote

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  12. freeze report headers

    Report headers should be able to be frozen and locked so you can scroll down without losing the column title.

    2 votes

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  13. Jobs report including option to separate contact information columns

    Jobs report should include option to separate contact information columns, ie Address Line 1, Email, Main phone (similarly to how Contacts report works)

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Edit Multiple Records at One Time on Dashboard

    It would be great if we could just select multiple records on a dashboard report and update/edit those records at one time, similar to a bulk edit but with a more user-friendly option of clicking to select the records you need to change and then being able to update the data in a column for those records.

    3 votes

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  15. Individual Record Upper Pane Real Estate Utilization Improvement

    Issue: Contact Workflow information located in the upper pane within each record is crowded, unorganized, and hard to decipher & extract when checking status of a particular project (record).

    Recommendation: There is plenty of real estate in that upper pane. Have the ability to include Headers followed by respective fields that correspond to the particular Header. In our case, they will apply and fall under each header for any project undertaken.

    Benefit: Any user can then see very easy the details of the project, what's required or needed to enable them to take appropriate steps to move the project along…

    2 votes

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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  16. Material Order Report - Option to Display Purchase/Price Amounts

    I need the material order report to show totals of amounts purchased, quantity and total price

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Have custom reports keep the same cell formatting when exporting to excel (i.e. text, number, date, etc...)

    We have a report which we use and when we extract it to a spreadsheet there are a couple of issues. The numbers that are extracted are NOT NUMBERS – so you cannot do numerical formulas with them. It would be very helpful if at least the numbers would work, otherwise, someone has to go each cell and convert each cell to a number.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Job Type to the Budget Reports

    For the love of all that is holy :)

    Can you please add a column for job types to the Budget Report creator in Reports in Job Nimbus.

    Sincerely,
    Every Contractor Everywhere :)

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Meta audit log

    Meta audit log, to track changes in JN and who made the changes

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. automation

    I would like a report that lists all automations that are active, including parameters and actions.

    1 vote

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