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JobNimbus Feedback

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How can we give you the reports you need?

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2 results found

  1. Invoices with Insights

    Include invoices as a filter with Insights

    8 votes

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    0 comments  ·  Pipeline Reports  ·  Admin →
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  2. 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.

    15 votes

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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Admin →
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