Dashboard & Reports
117 results found
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Keep previous estimate legacy template
In our modern age, customers do not want extra fluff and more pages to sift through when an estimate lands in their email. It needs to be basic and straight to the point. I constantly get emails and phone calls because people don't scroll far enough for their bottom line pricing. The new Estimate is rubbish and doesn't always work well. It's difficult to navigate on mobile for our estimators as well. It's too long with cover pages that no one cares about...talk about stepping back to 1990. Even trying to strip it down to resemble the old Legacy estimate…
2 votes -
Make Maps available on desktop for office staff
Having a map view of estimates and their breakdowns is great however office staff also needs to be able to access this information from a desktop. Often we are responsible for assigning territories for estimators and it would be most helpful if we can access this from a desktop where we can see the larger picture. Mobile screens are small and not always easy to navigate. At the bare minimum, it would be helpful if we could breakdown estimate requests by towns on our dashboard and filter by waiting for estimate, completed, commercial, residential, etc (basically all the search parameters…
2 votes -
"Contact" not an option in customization of Work Order list report.
The Work Order list report does not allow a Contact Name column. Work Orders are used to route service calls, estimate requests, repair requests, etc. The only way to add a Contact Name is to create a custom work order field and re-enter the contact's name manually, which is inefficient.
1 vote -
Marketing
Have a Marketing Dashboard for specific information like: New Leads (Today), Appointments Set (Today), Estimates Sent Today with $ amount, Sold Estimates Today with $.
1 vote -
Give the ability to customize where the Insights dashboard pulls reports from. For example, we often create multiple estimates for a custome
Give the ability to customize where the Insights dashboard pulls it's data from. For example, we often send multiple estimates to a customer because they are unsure which material they would like and want to compare the price difference. The insights dashboard cannot be used for our reports because it is based on estimates and not invoices or jobs. I have one lead that has 2 estimates, now my dashboard tells me I have 2 leads instead of 1. The sales insights also pulls estimates which skews our numbers drastically. I want the ability to pull data based on invoices…
1 vote -
Combined Custom Reports
JobNimbus needs to have the functionality to create custom reports. As an admin, I need to be able to run a report that shows each customer, job status, any work or material orders created and their status, invoice balance, date of last update and by whom. Currently I have to run several individual reports to get this information. I understand having separate reports pull from its designated section within the software, but there should be an option for a report to pull any data from within a single job. This is VERY important for administrative reporting.
1 vote -
Report filter for the user who marked a task as complete (or incomplete)
Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.
4 votes -
When pulling reports, it would be great if the format could be kept in the different tiers. Either pdf or kept Excel format would be nice.
It would be awesome if the reports could keep the same formatting either through exporting to a pdf document, or into Excel (while keeping all of the same type of formatting with the different tiers).
2 votes -
Favorites
Add a favorite button for the reports most used in classic reports by each user. Save time sorting through everyone else's reports.
2 votes -
Bulk Editing Work Orders
Logo wanted to be able to bulk edit the status of his work orders and that is not currently available in JN.
1 vote -
Report for pulling information from Forms
We need a report that we can pull for the information in Forms. Dates/Contacts/form type, etc.
2 votes -
Customer Map
The ability to see a map with your jobs on it and be able to filter it by dates or locations. This would allow you to see where a lot of contracts have been signed and have a visual.
1 vote -
Integration with Looker Studio
It would be nice to have Insights integrate with Google Looker Studio so we can display our data in real time. At the very least, making JN Insights more customizable, and having the ability to "present" it would be awesome.
1 vote -
Motivosity integration on the home/dashboard of JobNimbus
I was wondering if it was possible to have (now or in the future) the ability for the MOTIVOSITY main feed to show up on the JOB NIMBUS “dashboard” home screen? I saw Kiosk mode and wasn’t sure if there was a way to plug that into the home screen to make sure important updates and kudos are seen from both platforms?
2 votes -
Customizable Dashboard
The ability to organize the entire dashboard view any way i want. Movable boxes that can go side by side or be resized to be bigger or smaller so my tasks can be the size I want vs job if i want that to be bigger . And not just linier (top to bottom), I want the ability to have tasks on the right side and jobs on the left or vice versa, or something in between. Ultimately the ability to customize my dashboard similar to a phone screen with widgets and the weather and my selection of what is…
1 vote -
Ability to change days in status
When you add a job to a contact, it currently defaults to a "days in status" of 0. Logo would like the ability to input an accurate "days in status" manually for their data reporting needs.
2 votes -
I need an "ASSIGNED TO" filter for invoice reports.
I can not filter my claims per PA the claim is assigned to see amount invoiced per PA. I need to be able to run this report ASAP. and the only way to do this is to make "assigned to" available in the filter and columns. Sales Rep doesn't help, as the same rep is on all claims.
1 vote -
Adding the Branch custom field to an insights report or Class which is not a custom field
Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.
3 votes -
Remove Deactivated Sales Rep from Insights
I would like to remove any deactivated sales reps from showing on my Insights filters.
8 votes -
Create Task to notify me every time a form is created
They have to tag me each time and every manually process is another room for error.
2 votes
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