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JobNimbus Feedback

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Dashboard & Reports

← Feedback for JobNimbus

How can we give you the reports you need?

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114 results found

  1. 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

    4 votes
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Dashboard  ·  Admin →
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  3. 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
    0 comments  ·  Dashboard  ·  Admin →
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  4. Notes Viewable on Sidebar

    1 vote
    0 comments  ·  Admin →
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  5. 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
    0 comments  ·  Dashboard  ·  Admin →
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  6. 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.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  7. 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.

    3 votes
    0 comments  ·  Admin →
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  8. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  9. 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
    0 comments  ·  Dashboard  ·  Admin →
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  10. Remove Deactivated Sales Rep from Insights

    I would like to remove any deactivated sales reps from showing on my Insights filters.

    7 votes
    0 comments  ·  Admin →
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  11. Insights Showing Deleted Data

    I would like it if Insights didn't reflect data for things that have been deleted.

    4 votes
    0 comments  ·  Admin →
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  12. Compare Years in Insights

    I would like to compare multiple years in Insights side-by-side or on the same graph.

    4 votes
    0 comments  ·  Sales Reports  ·  Admin →
    How important is this to you?

  13. Take financials tab off contact page, keep in job only

    To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled

    6 votes
    0 comments  ·  Admin →
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  14. The ability to have cross reporting in JobNimbus.

    The ability to have cross reporting in JobNimbus.

    7 votes
    0 comments  ·  Admin →
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  15. Invoices with Insights

    Include invoices as a filter with Insights

    8 votes
    0 comments  ·  Pipeline Reports  ·  Admin →
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  16. Insights Filter - Groups

    It would be nice to filter Insights via Groups.

    6 votes
    0 comments  ·  Admin →
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  17. 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
    0 comments  ·  Admin →
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  18. 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.

    12 votes
    0 comments  ·  Sales Reports  ·  Admin →
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  19. 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
    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.

    4 votes
    0 comments  ·  Custom Reports  ·  Admin →
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