Dashboard & Reports
101 results found
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1 vote
Merged with other ideas, fixed, or declined.
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Show Number of Tasks on Dashboard
It would be beneficial to have a number of non-completed tasks shown on the dashboard. This would give customers a quick-view of how many actionable items they have to address each day when they login to JobNimbus.
2 votesMerged with other ideas, fixed, or declined.
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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.
4 votesMerged with other ideas, fixed, or declined.
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Expanded Grouping Options
There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.
2 votesMerged with other ideas, fixed, or declined.
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Monitoring
on setting add a field ( monitoring )
we should be able to monitorize any environment
example i wan to see how long takes to that rep to finish the process
or i wan to monitorize changes on a field1 voteNot enough community interest.
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Customizable columns for the work order and the material order from Financials tab
When in the financials tab Id lke to be able to add a column to both the WO and the MO so I can see the costs on each. Some screens allow for customizable columns but these do not .
9 votesNot enough community interest.
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Line Item Report (for Estimates, Invoices, Work Orders, etc)
search by item in job or contact work order as we would like to see which customers are ordering those items specifically
3 votesNot enough community interest.
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Surface Relevant Info for Routes or Appointments of the day
A button to click in each individual line for job info and contact info so that I can pick and choose which things I want searchable in the search bar at the top. Let's say I want to look for my jobs that are in that way if I I'm going to a job in Naples I can see who lives nearby and that way I can see who I need to get info for in that area like paperwork or other things along the way.
3 votesNot enough community interest.
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Lead Source Report - Status Drilldown
It would be extremely helpful to have an editable sales lead source report form, specifically so we can adjust the status compared. As an example, during initial set up, it prompted us to fill in a status and we chose to compare "Estimates" to "Signed Contract", so now we only see this percentage. We are trying to dig deeper into our process and, were this form editable, we would be able to utilize it much more efficiently.
1 voteNot enough community interest.
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Reports able to pull work order dollars field
I would like to have the work order reporting be able to pull the work order dollar amount into reports. We have some reports built, but have to have manually entered fields to get the amounts to show up in the reports. Being able to pull this number would eliminate the redundancy and possibility of manual error.
4 votesNot enough community interest.
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Expose Date Range when viewing Reports, not just in Edit menu
I have a report that shows all of "this week's" installs, but it would great if any team member could put in a date range for installs at any time, instead of having to customize the report each time they want to see a different date range.
2 votesNot enough community interest.
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More In-Depth Sales Funnel Tracking
Ability to create reports in anytime frame calculating sales and marketing status based on the unique statuses you create. Example instead of just tracking just sales, you can create analysis and slugging averages based on several different dispositions of a lead. Will make it easier to show more accurate closing % than those just based on if it sold. Incorporate no pitches, demos, no damage, no shows etc to see patterns with sales and marketing
1 voteNot enough community interest.
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control all jobs and steps by rep
monitor all steps of claim on one page by sales rep.
By the way your feedback option does not work even with cookies enabled.
1 voteNot enough community interest.
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Group Task Reports by Related Contact/Job
More robust task reporting allowing for grouping by related records (i.e. jobs) allowing for all tasks in a report segmented by multiple job, etc.
3 votesNot enough community interest.
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Ability to Add Calculations Across Columns in Reports (Horizontal)
I'd like to see a calculation added that allows us to perform a calculation on column calculations in a report.
For example, if I have a field with job income and fields with job expenses such as materials, subcontractors, etc. I can calculate the sum of income and the sum of each of the expenses using the calculate button in a report. I would like to take this one step further and be able to do a final calculation of subtracting all of the expenses from the income to see the P&L of a job.
I know JobNimbus has it's…
2 votesNot enough community interest.
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3 votes
Not enough community interest.
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Edit Built-In Reports
It would be nice to be able to edit the built in reports to our liking.
6 votesNot enough community interest.
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Filter/Edit Built-In Task Report on Dashboard (e.g. Task Type)
Our sales guys handle a LOT of customers. They get tons of phone calls every day to the office, which we then sort and assign as applicable. Lately, we've been finding it more effective to group the tasks by a few categories (lead, repair, schedule request, etc.) which makes it easier for the sales people to follow up. It is crazy overwhelming to just assign as tasks, however, since there is no sense of organization.
It would be amazing if we could add a section to the dashboard (exactly like My Tasks with ability to check off to complete) but…
4 votesNot enough community interest.
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Material Order Report - with Customers
a report which shows material order numbers with customers
4 votesNot enough community interest.
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Material Order Line Item Totals, Sums on Reports & Grid
Create the material order report so I could see how much I owe for the material to my suppliers. This way I can see a better picture of my business.
7 votesNot enough community interest.
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