JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

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  1. Lead Time Reporting

    I would like to be able to generate a report that tracks the amount of time it takes for a contact/job to go thru a Workflow from Lead to Paid and Closed. That will allow us to track how quickly we can complete a job.

    10 votes

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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. System Activity Report

    User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.

    3 votes

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  3. Merge Saved Reports

    Would like a way to merge reports such as a budget report and a job report to make one report that can be used.

    4 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Be able to track email replies in a report

    Customer would like a way to be able to track which clients have replied to his emails through a report. Currently you can filter by activity type, but does not appear to have a column or additional filtering for reply as the status.

    2 votes

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  5. Note Filters- When entering sequences of text, have filter locate the text match.

    Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Activity Board filtered by person or showing all user activity and timing

    It would be great to have an activity board showing notes and tasks completed by an employee or by all employees. This would help streamline covering employee workload in the event of employees being sick with minimal time loss.

    1 vote

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Work Order Reports/Add amount section

    Ability to have an amount column in the work order reports and the ability to add a calculation to those columns for accurate tracking.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sold Date and Custom Reprts

    I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.

    For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.

    This would help so much with determining sold rate for lead sources, cost…

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Filter Reports to See when Estimates were Signed

    It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Job Report- Improve the name filter option

    Using the Name filter under a job report, the user would like to be able to just type in part of the job name and to have JobNimbus be able to pull all the jobs, that have that word in name.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. have clean dates export from reports to excel

    When exporting a report that contains a date column to an excel or csv, it does not export this column as a clean date. Currently customer needs to configure the column through a formula to get a clean date.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Access to the database for inquires

    To have some sort of access to the database that is the backend for the reporting in JobNimbus. Have an option to query it from JobNimbus (or the related backend).

    1 vote

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  13. Mass Edit/delete

    After running a report, there should be a way to select multiple items/tasks/contacts (like a checkbox) then select mass edit/delete that will only effect those items.

    1 vote

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  14. Export Built-In Reports to Excel or PDF

    I would like to export built in reports to excel or pdf format

    2 votes

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  15. Report Printing and Report Emailing

    Save a custom report as a PDF, so that it could be emailed to those on the team. Also, an option to be able to print the custom report.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Export as PDF REPORT

    We need option for PDF report

    4 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Built In Reports- Be able to adjust for prior data

    On built in reports, Revenue leaderboard. Customer would like to be able to go back to estimates that were supposed to be marked approved in prior months and have the reporting adjust to project those estimates to their corresponding months. Currently report will count them for current month but actually some were for prior months.

    2 votes

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  18. Report Filter for Email Type.

    The ability to filter a report by the type of email their customers have. (Gmail, yahoo, etc.)

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Custom Report Filter for "Date Stage Changed"

    The ability to filter reports by the date stage changed like the date status changed filter does.

    1 vote

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

    Would like the ability to filter the reports that get sent from Eagle View to JobNimbus We are using the eagelview integration and seeing three reports come into each file when we pull and eagleview. There is a "json" formate, a "property owner" and another one which I forgot. We neither need the json or property owner report but the longer one.

    2 votes

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