I would like to be able to personalize a report to show different options like in QB. I could choose re-roofs vs repairs, One Est to another. I would be able to choose different fields to view different reports.

We need a basic report that tells us total closed sales for the month, quarter and year to date. This seems so simple but the only way you can get there now is by exporting your Jobs report and totaling them in Excel.

I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

it seems crazy to me that JN has sch a robust report builder but they can not be printed. a few years ago, support told me that the world is going paperless. that is just not true. The ability to print reports is a weekly if not daily need. opening in excel sort of works but is super clunky and time consuming to format. I will also add that yes, some times, being able to move to excel is needed. Just not usually.

It would be nice to display my work orders on the Dashboard because I don't always create an estimate. Sometimes i give a client a verbal estimate and get an approval and sometimes they say just do it...

It would be nice, if you could see who moved a job on the board.

Currently as you complete tasks under the My Task feature on the dashboard you can only select one at a time. Idea is to make an option where you can mass select tasks that are completed and mark as completed at once kinda like when you go through your emails. Be able to select numerous tasks and mark either completed or even select a high importance tab.

Need a leaderboard on Mobil app

We are able to customize reports for almost anything EXCEPT including 'notes' in a contact report, or an activity report that includes 'assigned to' option. Created by and assigned to are almost always different in our company. If you can at least add a 'notes' in the drop down for adding a column, would be perfect!

When Job Nimbus syncs to QuickBooks it pushes job info to QuickBooks as "ship to". It really should send the Contact info as the ship to and the Job info as the bill to info. This is absolutely necessary when you have work for builders, contractors and business with one address but the work is being performed at a different address. It is also important with customers that have PO Boxes or year round residences out of state that mail goes to.

By keeping them together you are unable to group things like invoices into together by contact. How else are we able to look and see how much business we have done with a specific contact?

Please make the "Date Sold" field that is used in the Jobs Pipeline Report available to use in other custom job reports

I organize our system development and automation for our growing company. Nimbus has a great system of using reports on dashboards to show a daily workflow. I would like the ability to modify other user's dashboards to reflect the information they interact with. Perhaps this could even be saved as a template and applied to a user.

Would love to see a Sales Pipeline report that shows the total amount invoiced for a month, regardless of status, or if it's marked as sold, because we have potential clients who pay for a consultation, but decide not to hire us. Would also like to see the total amount of payments received in the month. It would be great if we could duplicate the out of the box reports and then customize them.

It is hard to explain because JobNimbus uses the "term" differently then I am accustomed to. But I will give it a shot.

I would like to see the ability to build KPI dashboards. Much like the graph that is displayed in the "jobs" or "sales" built in report. But being able to edit them.

Currently we are having to look into a company like geckoboard for KPI display in our sales office because we cannot customize reports in a displayable manner.

See attached picture. Having this function would be really great!

I need the option to create a commissions report with options to customize columns, as I would with a contact report.

Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.

We would like to streamline this process so that we can avoid human error.