JobNimbus Feedback

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Dashboard & Reports

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  1. 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 →
  2. 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.

    12 votes
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    Viewed  ·  1 comment  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to create a photo report

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

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to run Report on all jobs and how long they stayed in a certain status

    For example: We want to know on average how long jobs are staying in QC Inspection status.

    Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

    Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

    4 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Work Order Reports - Cost amount

    It would be great if you could add a column in the work order report to see the "cost" and "price" totals for each work order. Then we could print a report that calculates the total for the work order report for budgeting.

    4 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. More Bulk Edit Options for Reporting

    Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

    5 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Next or previous button inside a contact board

    When in a specific board and clicking on the first contact in that status, it sure would be great to have a next or previous button. That way you don't have to go out to the board and back into the next contact. It would help my office staff work their boards more easily.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. A way to identify what team member created a custom report

    I would like there to be a way to identify which user created what report under 'my saved reports'

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Notifactions

    We need notification area where someone has emailed you get a notification on phone and job nimbus desktop. I can touch base more with a phone call.

    3 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  10. Accounts Receivables 30/60/90

    I think it would be great if we were able to run a 30/60/90 day report. This will greatly help us keep track of our delinquencies. Plus, in Minnesota, we have to file liens before the 120 day mark or we lose all lien rights. I wish the reports weren't so clunky.

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. PLEASE Get Rid Of The "Back To Board" Button/Link, Or Change Its Function

    The "Back To Board" button/link is poorly placed and pointless. Please either completely remove it OR change it to allow the user to step back to the previous page they were on, which is more intuitive.

    (whoever added this button/function please slap yourself)

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  12. More customization on Dashboard View

    User would like more options to customize the dashboard. Currently, he can choose what features of the dashboard are visible, however, he cannot control how they are displayed. User would like a simple feature, such as being able to sort his tasks on the dashboard with the newest tasks on top. User is aware that he could use a custom report but does not want to lose the ability to check off tasks from the dashboard.

    4 votes
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. Report on Contacts by Attachment Category

    I would like the ability to pull a report to see contacts by the specific Attachment Category for documents or photos they have in their file

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Filter Option for Task Type or Attachment Type

    It would be helpful to have a Filter Option for Task Type or Attachment Type

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Activity report for deleted notes

    The ability to create an activity report for deleted notes. Currently,once a note is deleted, it is lost. You no longer have any trace of the note.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Folders on Dashboard

    I would like to be able to have folders so you can add similar items together and view on dashboard.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Filter Invoice Report by Related Contacts Address

    Ability to filter Invoice Reports by the related contacts location.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Show notes on the contact dashboard so when i'ts exported notes also appear.

    Show notes on the contact dashboard so when i'ts exported notes also appear.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  19. Multiple Dashboards

    I would like to see a tabs that allow me to toggle between multiple customizable dashboards. Perhaps that is where you are going and that's why the Dashboard icon at the top looks like a tab. It would be wonderful if I could have a general dashboard, a production dashboard, an accounts receivable dashboard, and whatever else I could think of.

    3 votes
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    Viewed  ·  1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. Expanded Grouping Options

    There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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