Dashboard & Reports
97 results found
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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.
2 votes -
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 -
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 -
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 -
Report for activity updates.
The ability to pull a report for when the sales rep is updated on a contact.
2 votes -
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 -
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 -
Ability to Send out Custom Reports Automatically
Send automated emails with custom reports daily, weekly, etc.
Example:
Send out a report with all jobs in a certain status to the operations team daily
Send out a report with all scheduled jobs for a specific sales rep weeklyetc.
Could be done with any report and any time interval
1 vote -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
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.
1 vote -
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
1 vote -
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.
1 vote -
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 -
1 vote
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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 -
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 -
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
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