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174 results found

  1. 3 votes

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  2. reports

    Needing to track average ticket and closing rates and making it more user friendly

    3 votes

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  3. Report columns for job type, service type, assigned...

    Add column options on the report to allow you to pull job type, service type, assigned to (PM) and subcontractor.

    3 votes

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  4. Compare Years in Insights

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

    2 votes

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  5. Ability to filter by who created the lead between JN and QB

    Example: "We have leads created by employees and by QuickBooks (past jobs from newly active customers). Because of this we have leads/jobs created by Quickbooks that are included in the Insights report and sales dashboard with no way to filter them out. It’s a pain but at least in Classic Reports I can add a filter to only give me records created by each employee which leaves off the QuickBooks created jobs/leads."

    2 votes

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  6. Deleted Payments on the activity report

    It would be very nice to have the ability to see deleted payments on a custom activity report.

    2 votes

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  7. A way to flip through the material orders with the arrow keys on the Material orders report

    A way to flip through material order in the report without having to click on each individual one (without having to go back to the report)

    A way to flip through the material orders with the arrow keys

    2 votes

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  8. 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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  9. 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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  10. Free style hand-signature available in mobile app but not in desktop version?

    If we send a doc to be e-signed, when the signer open it at their end, they can only "type" their names (on separate note: the spelling NEEDS to match how their name spelling was entered in the contact page - another glitch), but if we open the doc in the mobile app and hand the device to the customer, the signer CAN do e-sign free style hand signature using their finger.
    Which is weird, because that can only happen when we are in the same room with the signer, because the only people who have the mobile app are…

    2 votes

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  11. TO GET REPORT FROM CUSTOM NOTE TYPE

    We created a Note type "Production Notes".

    Tried to create a WO report to pull only those notes, and filtered using the "TYPE" column, selected the custom type to be the only one pulled, but the code did not recognize the list of type that we have. It's pulling different names of activity types.

    2 votes

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  12. Commission reports

    When running commission reports we want to be able to take off any unused overhead from a project so the sales rep isn't overpaid.

    2 votes

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  13. Attachment Report

    Would like to generate a report that lists all attachments

    2 votes

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  14. Better Lead Reports

    We're trying to create a report that tells us all leads that came in last year and how many of those ended up in the paid & closed status. I can't find a great way to do this with my custom reports.

    2 votes

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  15. Improve street address line filter

    Be able to just put a street name into a filter and have it pull all jobs on that street name that are paid and closed or just filter a street name without a status is fine too.

    2 votes

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  16. A way for reports to be sent to Google drive?

    My thought is that if I can send multiple reports to google sheets, then I can have my key info be able to sent to a main page with all of my KPI's on it.

    2 votes

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  17. Include Estimate count in Sales Pipelie

    I want to be able to see the number of estimates created within a given time along with the total dollar amount

    2 votes

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  18. Report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for.

    I would like to pull a report to know what clients have paid the most (total) this year and also which clients we did the most jobs (invoices) for. This would be extremely useful to have in the future.

    2 votes

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  19. 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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  20. 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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