JobNimbus Feedback

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Dashboard & Reports

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  1. 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.

    2 votes
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    1 comment  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Export Built-In Reports

    User would like the ability to export built in reports; specifically the Sales Lead Source Report.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to Download all photos/documents without having to download per contact/job.

    Is there any kind of script the developers can run to generate all documents and images and put them in a folder to be download where I can http or ftp them.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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 →
  6. 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.

    1 vote
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    Viewed  ·  0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Reports based on Scanned documents entered

    We scan checks and put copies under the documents tab in jobnimbus. The document Type we enter is "Checks" then we save it. I want to be able to run a report to see all the "Checks" that have been put into jobnimbus for a specific date range.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Build Custom Summary Reports

    I run task reports in order to pay our contractors. But I have to export the data, pull it into Excel, and create a pivot table to figure out how much to pay each contractor. I really wish I could build a task custom report where I could add filters (date, task type, assigned to, etc) and get a summary in JN. It would be even better if I could add additional parameters, such as how much we pay per task so the summary would include the amount I am paying each contractor for that period of time.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Contact's company on task report

    Add Contact's Company column to available columns in a task report

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. PIPELINE REPORT

    Where did contacts go on job pipeline report? The loss of this field just made this report worthless to us as far as I can tell and we no longer have a way to track our close rates.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to recover deleted reports/have them tracked in the activity log

    User would like a way to recover deleted reports as well as have those deletions be tracked in the activity log

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    14 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to Bulk Change Status in Reports

    The ability to bulk edit a group of contacts/jobs in custom reports

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

    Add "Internal Notes" as a Column option in Reports

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Report and Board view for specific Profiles and Users

    The current option are either to have the reports and boards available to the user that has created this, or to all users.
    It would be very helpful to have the option of availability to specific profiles and users

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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