JobNimbus Feedback

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Dashboard & Reports

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  1. print report

    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.

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

    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.

    6 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Lead Source Report - Revenue Drilldown

    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.

    13 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Days since Start date or Invoice date

    I have a custom report that shows Start date and Invoice Date (custom field not QuickBooks) of a job. I would like to be able to add a column that tracks how many days since start date and how many days since invoice date. I currently export the report to excel, add the additional columns and type in the days formula. I would love to be able to see this without having to download and adjust the report every time.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add "Internal Notes" as a Column option in Reports

    Add "Internal Notes" as a Column option in Reports

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Be able to have a Mentions Board or Report

    This would be to see all @mentions for a user, especially yourself, easily. Right now we get an email but it would be nice to be able to visibly see them all in one place if needed from within the software.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  9. Leaderboard on mobile app

    Need a leaderboard on Mobil app

    2 votes
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    Viewed  ·  0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Split Related Contact and Related Job Info into two separate columns on reports rather than together as Related Records

    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?

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Job Report - Who changed the status

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

    3 votes
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    0 comments  ·  Production Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Work Order on Dashboard

    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...

    2 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to set a start page per user such as a specific Board

    Ability to specify a starting page within JobNimbus. Some want it to be a particular Board.

    1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  14. Edit fields shown in report

    Any record showing a field should be able to edit that field.

    Example: making calls and changing status' on records shown in the report. Then you can refresh and continue working!

    Example: Adding and modifying addresses in records on report.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Improve Sales Pipeline Report

    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.

    4 votes
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    Viewed  ·  0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. My Tasks on the Dashboard

    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.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. Note Report for customers

    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!

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sales rep performance reports

    It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

    As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

    Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each…

    6 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sync Contact Info to Bill To and Job Info the Ship to in QuickBooks

    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.

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