Dashboard & Reports
144 results found
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Export reports with job web-link
When exporting reports to Excel, is it possible to include a weblink for the job number or name? I need to further sort and filter my reports (and sometimes combines reports) to gather the data that I need for weekly account reviews. It would be so handy to be able to just click the job number or name and have it open a weblink to that job. I know it's a possibility as I've done this at other companies and I can do it myself within the reports, but I run reports several times a week and that would be…
1 vote -
Lead Book Rate
Lead Book Rate
Ability to track the book rate per day or for a selected time period based on the lead status within the workflow.
Currently, we have access to a lead loss rate, but this metric is not very useful for evaluating performance. Many lost leads are simply due to customers being unresponsive, which is outside of our control. Because of that, the loss rate does not accurately reflect how well the team is performing.
Tracking the lead book rate would allow users to see how many leads are successfully booked compared to the total number of leads received…
8 votes -
Separate emails and phone calls from the Activity section
The communications, such as emails and phonecalls made directly from JN, should be in a separate column from the rest of the activity. Or at least an option to separate it. Currently everything is mixed together and it creates a situation where you have to filter though a lot of information to find an email chain you want to reply on.
1 vote -
Pinning column headers in classic reports
Currently in classic reports once you scroll far enough down the column headers are removed from the screen. The request is to implement a way to keep those column header names at the top of the screen as you scroll to better tracker which column and information you are viewing in the classic report.
1 vote -
Add the "Property Data" Widget back onto the Dashboard
There used to be a widget which gave a quick measurement of the roof. I used to use a lot. It was just an easy quick way to get info on the size of the roof but they took off the widget. Now it's not even an option anymore
1 vote -
Date Signed field should be completed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists, just have sumo quote use the day's date…
2 votes -
Make Custom Fields Available in Insights Filtering
Custom fields are not currently available as filters in Insights filtering. They should be. Thanks!
2 votes -
Reports to be available on mobile version
I would like the customize reports that we have on insights to be available on the mobile version app.
1 vote -
Track Conversion Rates by Status
To be able to track custom conversion rates for specific statuses
1 vote -
Select or Deselect All Insights Filters
'Select all' or 'Deselect all' options for when selecting filters on Insights
1 vote -
Add "Date Estimate Signed" Filter for Estimates
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
10 votes -
Classic Report Filter for Template Type
Ability to create a report based on Template Type, or template used in Estimate, Work Order, and Material Orders.
1 vote -
Full Screen Insights
It appears that this is already partially built out? We would like to have the sales leaderboard fullscreen so we can put it on a TV for our sales reps so they can see how they are doing in real time
1 vote -
Automated/Scheduled Reports
Hello JobNimbus Team,
I’d like to formally request a feature for automated, scheduled report emails within JobNimbus.
Currently, reports must be manually exported on a recurring basis. Having the ability to schedule reports to be automatically generated and emailed (daily, weekly, or monthly) would greatly improve efficiency and reduce manual workload for our team. This would be especially valuable for operational, sales, and financial reporting that needs to be reviewed consistently.
We understand this feature may not be available at the moment, but we wanted to submit our request for consideration, as it would significantly enhance reporting workflows for many…
1 vote -
Reports
When I edit a job from a report and save it, JN takes me to the job. It would be better if, after saving, it took me back to the report like before. That way I can continue reviewing and quickly editing what I need from that specific report.
2 votes -
NSE Estimate Creator in Reports
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
On Job Card - Dominant placement - Job Color Primary
On Job Cards have a dominantly positioned box to enter primary job color. Make this item searchable. Example: In customer file we enter the roof color. It can be standing seam or shingles or any color really. In the search box have it pull up any color that matches letters in search box. CT Weathered Wood LM Pro - Green Standing Seam Etc. We get calls all the time for can you show us a few roofs locally you did in this color from our prospective customers. It would be nice to be able to search this and pull up…
1 vote -
UI Change for Home/Dashboard
It would be really nice to have a UI change for the home/dashboard page. Probably like a combination of the Insights and current Dashboard.
2 votes -
Split Related Records to "Contact" and "Job" Columns in Invoice Report
Want to be able to create an invoice report to filter by either contact or job and have them be separate columns within the report
1 vote -
Overhead Calculation Needed
The prior system allowed us to enter expenses to be used when calculating job profit and cost automatically for every job. These will be used on all jobs. I see the setting is still there, however the new dashboard does not account for any company overhead. This is causing commissions to be over paid, with no company overhead!! The only work around is to add a line item manually. This should be an automated option
1 vote
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