Dashboard & Reports
128 results found
-
Keep previous estimate legacy template
In our modern age, customers do not want extra fluff and more pages to sift through when an estimate lands in their email. It needs to be basic and straight to the point. I constantly get emails and phone calls because people don't scroll far enough for their bottom line pricing. The new Estimate is rubbish and doesn't always work well. It's difficult to navigate on mobile for our estimators as well. It's too long with cover pages that no one cares about...talk about stepping back to 1990. Even trying to strip it down to resemble the old Legacy estimate…
4 votes -
Report filter for the user who marked a task as complete (or incomplete)
Management wants to be able to easily see who completed tasks of a specific nature. For instance, we have tasks automatically created for our reps to follow up with old clients. We want to be able to see how many follow up tasks each rep checked off.
4 votes -
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 -
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 -
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.
4 votes -
Insights Showing Deleted Data
I would like it if Insights didn't reflect data for things that have been deleted.
4 votes -
Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
4 votes -
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 -
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 -
Signature date column
The signature date column is added on the report feature but does not read anything because the contact or job when a document is signed the status shows as signed but there is no space to record the date for when the signature was signed or completed.
4 votes -
Add columns for full address, email and phone in reports
Add columns for full address, email and phone numbers in separate columns of their own instead of having them in one column
4 votes -
Ability to combine report types into one.
Ability to combine reports types into one would be very helpful.
4 votes -
Saved reports editing access for non-admin users
Within JN, you cannot edit/save in the built-in report system unless you have allowed access to Account Settings and Built-in Reports, or created the report as that user.
I need staff (admins, supervisors, and other team members) to be able to edit reports created by superiors, but I have ZERO desire for them to have Account Settings access.
There is an ability to give someone access to the built-in report system. Why would there also be another access for them to be able to edit/save reports, especially when that is tied to the entire Account Settings?
4 votes -
Filter invoice report by contact status
Create the ability to make a custom report for invoices with a filter for contact status so I can filter the contacts in that status to see amount paid, balance due, etc.
4 votes -
Report Including Budget and Lead Sources
I need to generate a report in which I can cross reference different status with budget and lead sources.
Ideally I want to see how much revenue I generated for different status we have set up, specifically for each one of our sources.
4 votes -
Budget Report Filtered by Trades
We should be able to pull a budget (profitability report) filtered by the trade.
I don't have a way of seeing how my different trades are performing.
Ex: roofing,windows, siding....4 votes -
Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
3 votes -
Make Maps available on desktop for office staff
Having a map view of estimates and their breakdowns is great however office staff also needs to be able to access this information from a desktop. Often we are responsible for assigning territories for estimators and it would be most helpful if we can access this from a desktop where we can see the larger picture. Mobile screens are small and not always easy to navigate. At the bare minimum, it would be helpful if we could breakdown estimate requests by towns on our dashboard and filter by waiting for estimate, completed, commercial, residential, etc (basically all the search parameters…
3 votes -
Adding the Branch custom field to an insights report or Class which is not a custom field
Hello, we have a custom field for Branches within a location. We would like to add the custom field "Branch" to a Workflow insights report. Please advise. Or have a column "Class" added to the Workflow insights report. Thanks.
3 votes -
Ability to block visibility of pricing on work orders and jobs from the subcontractors while still allowing them to view and add pictures...
Currently you either have to let the whole team see pricing or no one. It should be set up so you can allow salesmen to see pricing on jobs and work orders but block field employees or subcontractors from seeing the pricing.
3 votes
- Don't see your idea?