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JobNimbus Feedback

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178 results found

  1. System Activity Report

    User is looking for a cycle time report to see how long it takes each individual job through their pipeline. He can see system activity under the contact but that cannot be pulled in via a report.

    4 votes

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  2. Add the address as a filter option in a payment report

    I customized a payment report that I filter out for my sales rep. I need to added the customer's address. I want to create mail outs to the customers who have paid. Currently, the only option is to manually enter each job number to create labels. To have the address as a filter option, would be helpful in our day to day workflow.

    2 votes

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  3. Ability to add "days in status" to an estimate report

    We'd like to have the option to have a column that tells us how long an estimate has been open, rather than just adding a count at the bottom of the report.

    1 vote

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  4. Payment Report Filter for a specific status

    The ability to filter payment reports by a specific status type.

    1 vote

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  5. Accounts Receivable

    Need to be able to utilize the invoice feature under financials that we not only see the total revenue but also what is still outstanding per project.

    1 vote

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    0 comments  ·  Admin →
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  6. Note Filters- When entering sequences of text, have filter locate the text match.

    Customer would like to be able to have a searchable feature in reports. An example, when using a filter, if they search for a sequence, then it should be able to find the text match in the string.

    3 votes

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  7. Easier way to hide inactive team members on Sales Dashboard

    I want an easier way to filter out inactive team members from the Sales Dashboard

    2 votes

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  8. Work Order Reports/Add amount section

    Ability to have an amount column in the work order reports and the ability to add a calculation to those columns for accurate tracking.

    2 votes

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  9. Merge Saved Reports

    Would like a way to merge reports such as a budget report and a job report to make one report that can be used.

    4 votes

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  10. Export Built-In Reports to Excel or PDF

    I would like to export built in reports to excel or pdf format

    4 votes

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  11. Add Column- "Assigned to" in an Invoice report

    Be able to have the option to add a column, to display who an invoice got assigned to, in a custom Invoice report.

    1 vote

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  12. Sold Date and Custom Reprts

    I would love the ability to pull data from all fields that are collected by JobNimbus or add filters to built-in reports.

    For instance, I can create a custom report and pull data on when the job was created, but not for the date it was sold. But that timestamp is used for a built-in report by JobNimbus so the data is there. So would love to either create a custom report and pull from all data fields or be able to put filters on built-in reports.

    This would help so much with determining sold rate for lead sources, cost…

    3 votes

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  13. Filter Reports to See when Estimates were Signed

    It would be very helpful if we could filter reports so that we can see the exact that our estimates were signed. That is not a possibility right now.

    3 votes

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  14. Job Report- Improve the name filter option

    Using the Name filter under a job report, the user would like to be able to just type in part of the job name and to have JobNimbus be able to pull all the jobs, that have that word in name.

    3 votes

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  15. 1 vote

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  16. Export as PDF REPORT

    We need option for PDF report

    6 votes

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  17. Report filter by team member to have "Select All" option

    When filtering by "Created By" I would like a "Select All Team Members" optiion

    1 vote

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  18. "Address Info" column in contact reports should not include phone numbers

    The column labeled "Address Info" in a contact report includes the phone numbers. There could be a "Phone Numbers" column where all phone #'s are listed, but address & phone number should not be listed together.
    This is important for mailing purposes. We need just the address (and the whole address) in 1 cell in excel to make this efficient. After exporting, we're having to manually delete the phone number(s) from each address cell.

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  19. Built In Reports- Be able to adjust for prior data

    On built in reports, Revenue leaderboard. Customer would like to be able to go back to estimates that were supposed to be marked approved in prior months and have the reporting adjust to project those estimates to their corresponding months. Currently report will count them for current month but actually some were for prior months.

    3 votes

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  20. Activity Board filtered by person or showing all user activity and timing

    It would be great to have an activity board showing notes and tasks completed by an employee or by all employees. This would help streamline covering employee workload in the event of employees being sick with minimal time loss.

    1 vote

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    1 comment  ·  Admin →
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