Dashboard & Reports
102 results found
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Report filter for the user who marked a task as complete (or incomplete)
Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.
3 votes -
Ability to Send out Custom Reports Automatically
Send automated emails with custom reports daily, weekly, etc.
Example:
Send out a report with all jobs in a certain status to the operations team daily
Send out a report with all scheduled jobs for a specific sales rep weeklyetc.
Could be done with any report and any time interval
6 votes -
Create Task to notify me every time a form is created
They have to tag me each time and every manually process is another room for error.
2 votes -
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget. And a spot to manually add bonuses.
2 votes -
Remove Deactivated Sales Rep from Insights
I would like to remove any deactivated sales reps from showing on my Insights filters.
6 votes -
Don't sent automated texts and emails to lost jobs.
If a job status is changed to lost, or the job is complete, the customer should not still receive automated timeline based emails and texts. For example: We have the system reminding customers that they have not approved an estimate after certain time frames. If a customer tells us they are not interested or went a different direction and we change their status to "lost" they still get the automated reminder emails which makes them very mad
3 votes -
Specific Documents Viewable to Specific People
I want to be able to upload my supplier invoice for each job into the documents. The problem is we do not want the entire company being able to view it and see our pricing. We want to be able to limit it to Office Staff or select people. I know we can do "Private Attachments" but that's only viewable by one person not multiple people.
3 votes -
Adding the Branch custom field to an insights report or Class which is not a custom field
Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.
1 vote -
Ability to block visibility of pricing on work orders and jobs from the subcontractors while still allowing them to view and add pictures...
Currently you either have to let the whole team see pricing or no one. It should be set up so you can allow salesmen to see pricing on jobs and work orders but block field employees or subcontractors from seeing the pricing.
2 votes -
Create the ability on automations to block tiles from going backwards in status.
When an automation linked to checking off a task is done after someone else on the team has already moved the job forward by status, it pulls the tile back to the job status that the automation moves it to which is confusing for the team and may lead to repeat actions. Ultimately it causes chaos on the team if there is more than 1 person handling the job.
2 votes -
JN needs to have the ability to create a contact, without an attached job name, from the green "Create +" button.
So I personally use PipeDrive and Sales Rabbit in the commercial (multi-property owners) sales cycle, but need the ability to create a contact without a job attached for myself and my team.
I also think it would help JN be a better program.
3 votes -
Lead Source MACRO, MICRO AND MORE MICRO
OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.
1 vote -
Printing Without Viewing PDF First
It would be nice to be able to click the three dots next to the invoice/material order/work order and hit "Print" instead of having to hit "View PDF" and then print it from there.
2 votes -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards
It would be useful to see who work orders and jobs are assigned to on the job board.
1 vote -
1 vote
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Recent Jobs - Dashboard Links
Have a widget on the dashboard called "Recent Jobs" that has a link to all recently accessed projects in the order that they were accessed in. See attached for an example, and old solar CRM had this function and it was extremely helpful.
1 vote -
Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
4 votes -
Insights Showing Deleted Data
I would like it if Insights didn't reflect data for things that have been deleted.
3 votes -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote
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