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JobNimbus Feedback

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89 results found

  1. Specific Documents Viewable to Specific People

    I want to be able to upload my supplier invoice for each job into the documents. The problem is we do not want the entire company being able to view it and see our pricing. We want to be able to limit it to Office Staff or select people. I know we can do "Private Attachments" but that's only viewable by one person not multiple people.

    2 votes

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  2. Remove Deactivated Sales Rep from Insights

    I would like to remove any deactivated sales reps from showing on my Insights filters.

    2 votes

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  3. Printing Without Viewing PDF First

    It would be nice to be able to click the three dots next to the invoice/material order/work order and hit "Print" instead of having to hit "View PDF" and then print it from there.

    1 vote

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    0 comments  ·  Admin →
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  4. JN needs to have the ability to create a contact, without an attached job name, from the green "Create +" button.

    So I personally use PipeDrive and Sales Rabbit in the commercial (multi-property owners) sales cycle, but need the ability to create a contact without a job attached for myself and my team.

    I also think it would help JN be a better program.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  5. Insights Showing Deleted Data

    I would like it if Insights didn't reflect data for things that have been deleted.

    2 votes

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  6. Take financials tab off contact page, keep in job only

    To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled

    6 votes

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  7. Compare Years in Insights

    I would like to compare multiple years in Insights side-by-side or on the same graph.

    2 votes

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  8. The ability to have cross reporting in JobNimbus.

    The ability to have cross reporting in JobNimbus.

    7 votes

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  9. Thread in Notes

    In Notes;

    It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.

    48 votes

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  10. Invoices with Insights

    Include invoices as a filter with Insights

    6 votes

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  11. Better Sales Reports

    We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.

    9 votes

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  12. Insights Filter - Groups

    It would be nice to filter Insights via Groups.

    4 votes

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  13. Automated Reporting

    wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).

    11 votes

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    1 comment  ·  Admin →
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  14. Real Time Google Sheets Sync

    I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.

    15 votes

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  15. Common fields to link reports

    I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.

    5 votes

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  16. The ability change the way that reports are ordered / organized

    Example: We have an "Open Jobs Report" with all of our different job status' for currently open jobs. The issue is, in order to use this report; we have to constantly scroll up and down throughout the page because we can't put the job status' in the proper order on the report. They can only be alphabetically ordered.

    I've attached a picture for a better explanation.

    We would like to see

    -Tear off in progress
    -Tear off complete
    -Materials delivered
    -ect.

    all in order!

    4 votes

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  17. Materials vs Labor budget report

    It would be great if I could get a report showing Material costs vs Labor costs based on budgets.

    6 votes

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  18. Report Breakdown From Sales Dashboard

    It would be amazing if you could click on the reports on the sales dashboard and have it take you to a report of all of the items that make up the graph you're looking at. For example- you look at a sales reps numbers on the revenue leaderboard and if you click on the bar for that sales rep it shows a report of all of the customers included in that number.

    It would be helpful if this feature applied to all of the graphs on the sales dashboard.

    5 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  19. Deleted Payments on the activity report

    It would be very nice to have the ability to see deleted payments on a custom activity report.

    4 votes

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  20. Reporting around uploaded documents.

    The ability to pull reports on uploaded documents. Such as when uploaded, and by whom.

    5 votes

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