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JobNimbus Feedback

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How can we give you the reports you need?

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3 results found

  1. export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel.

    export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel when exported they are treated as text

    1 vote

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    0 comments  ·  Pipeline Reports  ·  Admin →
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  2. Invoices with Insights

    Include invoices as a filter with Insights

    9 votes

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    0 comments  ·  Pipeline Reports  ·  Admin →
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  3. 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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