JobNimbus Feedback

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Dashboard & Reports

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  1. 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.

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

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to export all invoices from a report

    The ability to download to a CSV file of all invoice would be super helpful. Reviewing sales and getting the info into accounting software is something that should be a top priority. Having jobs and invoices is only part of the business, you cannot forget the accounting piece.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Cross referenced custom reports

    It would be nice to be able to populate data from related records on a report. For example, create a custom contact report that populates information from the related jobs or work orders such as the type, status, start date, etc...

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to create a photo report

    Users should have the ability to create a report for photos uploaded.

    6 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Material Order Report Filter - Supplier/Line item

    User would like to have the ability to filter line items (products/services) as well as Suppliers in order to accurately view the cost per job as it relates to different suppliers. This would aid in trying to create more profit.

    1 vote
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    0 comments  ·  Production Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Show all tasks created inside the dashboard task list

    Currently it seems like some tasks that are created are not showing up in the built-in Tasks list in the dashboard. It would be nice to have all of those show up!

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  8. Reports - 'nil' feature

    Would like the ability to filter my reports to exclude empty fields. Currently am generating a report to populate a mailing list and would to be able to exclude contacts that have not provided an email address.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Assignee column on invoice and budget reports

    I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

    8 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Lead Source Reporting

    Create a report with the ability to input marketing costs to generate an accurate depiction of money spent/earned regarding a specific lead source. Integrate an option to then view breakdown of lead sources as percentages.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Adding timestamps to reports

    Time stamping when a lead has been moved to a particular stage when creating a report to better understand activity flows

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add a filter to custom activity reports for email status

    Adding a filter and a column for email status to an activity report would make it easier to confirm the statuses of all emails sent from JobNimbus.

    For example, periodically emails are getting stuck in the "Sending" status. This would help to followup with the contacts to ensure they received any important emails.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Creating Reports of Probability Data

    Develop a feature to calculate percentages of leads likely to move on to the next stage based on previous data to then establish better goals for the company

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Job pipeline report based on estimate status

    We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

    13 votes
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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. query multiple reports

    Currently there is no way to utilze info from say a estimate report to your payment report without pulling the data out and manipulating outside of jobnimbus. I would like the ability to mingle multiple reports inside of jobnimbus to give me access to all the data while keeping it in Jobnimbus.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Bulk editing assigned rep on a job auto updates the assigned rep on a contact

    When bulk editing the assigned rep for jobs, the contact assigned rep is also updated.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Dashboard, Contacts & Reports Should be able to sort by workflow

    Everything should have the option to sort through the progression of your contact workflow & days in status

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    2 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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