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JobNimbus Feedback

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Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Dashboard & Reports

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142 results found

  1. 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.

    7 votes

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  2. 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.).

    4 votes

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  3. CC & BCC features in emailing

    When can we have cc & bcc features in an email. They should be default features in all correspondence. Thank you.

    8 votes

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  4. 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.

    6 votes

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  5. PIE CHARTS

    We need PIE CHARTS!! To see sales and invoices and leads. to see it at a glace in color codes would be AWESOME and make our life easier. You already have the ability to make these reports but to see them in color at a glance would be awesome.

    4 votes

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  6. 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!

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  7. A way to flip through the material orders with the arrow keys on the Material orders report

    A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)

    A way to flip through the material orders with the arrow keys

    2 votes

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  8. Full Individual Job Report

    I want to be able to click in a job and produce a job report of just that job that shows all notes, estimates, invoices and payments for that job. It would also be good to be able to see at least the titles and/or counts of any documents or attachments uploaded to that job. It would be REALLY great to be able to see the overview of the job from Lead to Paid. Does something like this exist?

    3 votes

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  9. Deleted Payments on the activity report

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

    1 vote

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  10. Other team member's emails as pull down menu from email feature

    99.99% outgoing email, we want to include our team members in the correspondence. If they are not assigned to the job, we have to type their email address manually.

    Can we please have our team member's emails as a list in a pull down menu from email feature so we do not have to type them manually each time. They do not need to be included as "Assigned member" (so they do not get tagged in every single communication) but if a supervisor or manager level needs to be included, it'd be nice to be able to cc or bcc…

    4 votes

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  11. 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.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  12. Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.

    I would like to have the ability to pull reports that shows the status of client emails. We have tons of clients in the system and automated emails. We would like to pull a report to see which clients have opened them, not opened, or bounced in order to follow up accordingly.

    10 votes

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  13. Changing Pages on Reports

    When on a custom report, and you change the page you're viewing on the report, it keeps you at the bottom of the report instead of redirecting you to the top of the page. This causes the user to have to scroll all the way to the top of the page anytime they change the page on a report.

    4 votes

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  14. Pull American Institute of Architects reports

    The ability to pull American Institute of Architects reports.

    1 vote

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  15. Clickable Board Titles

    It would be great to be able to click on the board title and get a list of the jobs in that status so that we can easily see everyone in that status and export/print the list. If we could still click on a job that would be great too. I am constantly trying to build reports for this but it would be SUCH a major time saver if we could just click on the board titles.

    2 votes

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  16. NOTES ENTERED IN WORK ORDER OR OTHER SUB SECTIONS, THE NOTIFICATION DOESN'T SHOW THE JOB/CONTACT INFO

    If we leave a note and tag a member or self, the tagged members will have a notification at their email (if the user selected that option), the message in the notification will only show the WO / Estimate / Invoice numbers, it does not have any related contact nor job info.

    So to know what job or contact the note related to, we have to click the blue note link.

    Not efficient.

    3 votes

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  17. Grouped Reports - Collapsing Groups

    When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.

    2 votes

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  18. Ability to combine report types into one.

    Ability to combine reports types into one would be very helpful.

    3 votes

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  19. naturalForms fitler for reports

    Add a field on reports for "Sent to natural forms" or something similar to easily track what information was used on naturalForms docs.

    1 vote

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  20. Free style hand-signature available in mobile app but not in desktop version?

    If we send a doc to be e-signed, when the signer open it at their end, they can only "type" their names (on separate note: the spelling NEEDS to match how their name spelling was entered in the contact page - another glitch), but if we open the doc in the mobile app and hand the device to the customer, the signer CAN do e-sign free style hand signature using their finger.
    Which is weird, because that can only happen when we are in the same room with the signer, because the only people who have the mobile app are…

    2 votes

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