JobNimbus Feedback

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Dashboard & Reports

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  1. Show all tasks created inside the dashboard task list

    Currently it seems like some tasks that are created are not showing up in the built-in Tasks list in the dashboard. It would be nice to have all of those show up!

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  2. Assignee column on invoice and budget reports

    I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

    8 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Lead Source Reporting

    Create a report with the ability to input marketing costs to generate an accurate depiction of money spent/earned regarding a specific lead source. Integrate an option to then view breakdown of lead sources as percentages.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Adding timestamps to reports

    Time stamping when a lead has been moved to a particular stage when creating a report to better understand activity flows

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a filter to custom activity reports for email status

    Adding a filter and a column for email status to an activity report would make it easier to confirm the statuses of all emails sent from JobNimbus.

    For example, periodically emails are getting stuck in the "Sending" status. This would help to followup with the contacts to ensure they received any important emails.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Creating Reports of Probability Data

    Develop a feature to calculate percentages of leads likely to move on to the next stage based on previous data to then establish better goals for the company

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to export all invoices from a report

    The ability to download to a CSV file of all invoice would be super helpful. Reviewing sales and getting the info into accounting software is something that should be a top priority. Having jobs and invoices is only part of the business, you cannot forget the accounting piece.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    13 votes
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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. query multiple reports

    Currently there is no way to utilze info from say a estimate report to your payment report without pulling the data out and manipulating outside of jobnimbus. I would like the ability to mingle multiple reports inside of jobnimbus to give me access to all the data while keeping it in Jobnimbus.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Bulk editing assigned rep on a job auto updates the assigned rep on a contact

    When bulk editing the assigned rep for jobs, the contact assigned rep is also updated.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Dashboard, Contacts & Reports Should be able to sort by workflow

    Everything should have the option to sort through the progression of your contact workflow & days in status

    1 vote
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  12. 1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  13. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    2 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add a column for "Supplier" in a Material Order Report

    The ability to add and sort a Material Order report by the contact"Supplier" .

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Task Pipeline Report/ Daily Run Sheet

    We need a Daily Run Sheet (Daily Task Report) that INCLUDES the status field. A Task Pipeline Report would be great!
    Something for the sales manager to view on a quick glance that shows, rep, task time/day, status, product, notes and address.

    1 vote
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    0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to expand the Recent Activity section or move to the main Dashboard view

    I need the Recent Activity section to be either expandable so it's more visible/easier to read or be able to add it under the main Dashboard so I can see it like a live feed or what's going on. It would also be great if filters could be applied to it.

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. Custom report option where columns can be from different records assigned to same contact

    Because contact status cannot be automated to change based on invoice status, the very real possibility exists to send out automated late notices based upon pending payment status in a contact when the payment has already been made. Fully functional automation should allow the communication of one record with another. Short of that, the ability to make a custom report that can pull both the customers status as well as the invoice status into the same report would knock out about ten mouse clicks per payment and contact.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. All Closing-Ratio Reports are highly inaccurate.

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a…

    1 vote
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Reports filtering by quarter does not reflect quarters correctly

    Currently when using any custom report created in Jobnimbus. If you select to filter the report by date created and then quarter it is not currently working. When selected on quarter 2 information for quarter 1 is appearing.

    2 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. The option to collapse details within a Budget report

    The ability to collapse details within a budget report and still show each row calculation.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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