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JobNimbus Feedback

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173 results found

  1. Team Oversight - Insights

    I’d like our entire team to be able to see the hard numbers of the whole company in Insights to drive competition, but if they are a limited access user & not a group manager, they don’t have the ability to drill down to see other users’ jobs

    1 vote

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  2. 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.

    28 votes

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  3. Better Sales Reports

    We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.

    8 votes

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  4. Allow most recent note to be a column

    Allow most recent notes to be added as a column - specifically for when calling old leads

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  5. Please make reports more usable.

    Currently to look at budgeted expenses paid , invoiced and payments separate reports are required and to be merged in excel. Allow the reports to be built from scratch with the various components. A simple report such as Client Name, Address, Budget expenses, Invoiced amount and Payment amount would be so beneficial!

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  6. Change sale rep in profit reports to match the contact and job!

    Currently when running profit reports, the original sales rep is listed. Our company occasionally needs to switch sales rep. Although the contact and job is updated with correct information the reports show the old sales rep. This is very confusing when trying to demonstrate sales rep performance with revenue and profit .

    1 vote

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  7. 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.

    14 votes

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  8. Ability to filter by who created the lead between JN and QB

    Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."

    2 votes

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  9. 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.).

    10 votes

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  10. Common fields to link reports

    I would like to combine data included in multiple reports but currently cannot do so without a lot of manual manipulation. For example, I would like to analyze timing of customer payments by pulling both a payment report and an invoice report, however there is no common field to combine the two reports. The "related" field is almost the same, however changes slightly depending on the report.

    5 votes

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  11. Work Order Totals on Reports

    It is imperative that I am able to run a report that shows all the current work order price totals and the grand total. When I create a work order, that work order is added to on a daily basis until the job is complete. Many jobs last for several days or weeks, or even months. I need to know the value of all those open work orders, and the easiest way is to have them show in a report just like the invoice reports. I have so much pending income in work orders, yet I have no way of…

    1 vote

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  12. Report to view activity on a report

    A way to track activity on a report such as who edited the report and what changes they made.

    1 vote

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  13. 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!

    4 votes

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  14. Custom Fields on Estimates that transfer to Work Orders and Invoices

    We need the ability to add custom fields on an estimates such as a product color, payment terms or some other detail that can be either optional or mandatory (so the sales rep doesn't forget). That field should also be possible to be added to the estimate that the customer sees. It should also carry over to the work order and invoice with the option to make it visible to the customer.

    You can add a "special note" or an 'internal note" but it needs to function more like the work order fields.

    1 vote

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  15. Materials vs Labor budget report

    It would be great if I could get a report showing Material costs vs Labor costs based on budgets.

    6 votes

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  16. Have "OR" logic for Board Filters

    It would be nice to have the ability to filter boards with "AND" but also "OR" logic.

    1 vote

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  17. 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.

    4 votes

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    0 comments  ·  Dashboard  ·  Admin →
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  18. 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.

    6 votes

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  19. Need a report that shows each commission breakdown by job, NOT by total commission per related contacts.

    Need to be able to filter all reports by job and/or contact, especially: budget and invoices. Essentially, the budget page we see in an individual but a report of it for ALL jobs.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  20. Deleted Payments on the activity report

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

    2 votes

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