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JobNimbus Feedback

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Dashboard & Reports

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91 results found

  1. 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.

    2 votes

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  2. Searching by signature date in Doc. report

    Ability to filter a document report by signature status and date like the estimates report. Currently, the signature filter is not setup to detect fully signed documents dates. The report blanks out no matter what date range you set it to. It would be great to use this filter to find date signatures using the new signature feature.

    2 votes

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  3. Grouped Reports - Collapsing Groups

    When I have a report grouped with calculations, when I collapse the grouped area, it doesn't retain the calculations. It removes the totals & sums applied such as on an invoice report. I would like to be able to retain that information so that it is easier to view without all of the scrolling.

    2 votes

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  4. Not all sales reps show on sales pipeline

    On the sales pipeline on the home screen, because we have over a certain number of sales reps, the Sales Pipeline only shows the name of every other sales rep. This defeats the purpose of quickly viewing how our sales reps are performing.

    2 votes

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  5. Report for activity updates.

    The ability to pull a report for when the sales rep is updated on a contact.

    2 votes

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  6. Job Report should include approved estimates

    In the Job Report, you currently have the option to include the amount of the last estimate. However, that isn't necessarily helpful if the last estimate is not the one that was approved. You should be able to include the total of ALL approved estimates in order to get some perspective on the value of the project. Thanks

    2 votes

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  7. Set a default display on the My Tasks dashboard report

    Would like to see the option to set the default for which Tasks are displayed on my dashboard

    2 votes

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  8. 1 vote

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  9. 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

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  10. 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.

    1 vote

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  11. 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.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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