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JobNimbus Feedback

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178 results found

  1. Work Order Reports/Add amount section

    Ability to have an amount column in the work order reports and the ability to add a calculation to those columns for accurate tracking.

    2 votes

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  2. Eagle View Reports

    Would like the ability to filter the reports that get sent from Eagle View to JobNimbus We are using the eagelview integration and seeing three reports come into each file when we pull and eagleview. There is a "json" formate, a "property owner" and another one which I forgot. We neither need the json or property owner report but the longer one.

    2 votes

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  3. 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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  4. 2 votes

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  5. Freeze Rows/Columns in Reports

    If it's possible could you lock the top bar where it shows the columns so that as we scroll down we can still see the labels?

    2 votes

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  6. 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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    0 comments  ·  Dashboard  ·  Admin →
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  7. Adjust Column Height

    It would be beneficial to have the option to adjust column height on reports & the dashboard.

    2 votes

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  8. Meta audit log

    Meta audit log, to track changes in JN and who made the changes

    2 votes

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  9. Show Number of Tasks on Dashboard

    It would be beneficial to have a number of non-completed tasks shown on the dashboard. This would give customers a quick-view of how many actionable items they have to address each day when they login to JobNimbus.

    2 votes

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  10. Expanded Grouping Options

    There are several columns that would be very useful to group by in reports that are currently unavailable as options. Especially relevant is grouping by Primary Contact on a Job report.

    2 votes

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  11. the reports from insights are pulling data from the wrong table.

    I asked for the lead/close rate data via PDF and received the close rate per type. FYI There is a bug there

    1 vote

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  12. Scalable text for Boards Titles

    We need to have the Font be scalable where you enter the Name under List auto resize to fit or if it cannot scale past a certain size point then it will default to 2 lines but keeps the font within the smallest font allowable but flow into two lines for better visibility on the production board.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  13. Activity Tab

    In the Customer Activity Tab there is a Drop Down Bar that has many options on how to view the activity listed. The current Default option is "USER CREATED". We feel that some companies may have a different approach on what view they feel works best for them. We feel that the option ALL would work best for us but every time we pull up a customer activity tab it defaults to show User created content. If there could be a way to add a setting to be able to customize the default view of activity that would be most…

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  14. Sales Rep Commission Reports

    Would be nice if I could run a report for Sales rep based off Budgets, job status type (reps only get paid commission on jobs once deposit received, and final commission when job is paid and closed). Taking into consideration payment on invoice and a $0 balance. Also would be nice to be able to run a report to show jobs with unpaid commissions to see all jobs that a rep is still owed commissions on.

    1 vote

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  15. Mark a Lead as Sold with Multiple Deductions

    JobNimbus needs a feature to be able to mark a lead a "sale" with multiple deductions buttons for things like warranty charges, bank fees, etc, that users can name and categorize their own deductions from gross sale amount.

    JobNimbus also needs to be able to communicate with Foundation Finance and other banks so JobNimbus can see the job is funded, tracking revenue. The more important part though, is the sale and deductions from the sale. I don't want to have to create an estimate to track the sales data.

    like, this is really important. the top 500 remodeling companies in…

    1 vote

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  16. Insights Sales Revenue

    We need the ability to edit "Sold Date". We have a few Jobs that were Sold last year and moved into a "Sold" status last year. A few mistakes were made this year and last year's Job moved out of "Sold" and then back through "Sold" this year. Therefore the Job looks like it sold this year instead of last year. We need to be able to edit that wrong date so the Job still shows last year's Sold date and not this year's sold date. Otherwise my Insights Sales data will be screwed up for the rest of the…

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  17. Job completed by Year Reporting

    I am trying to create a custom job report of jobs 'completed' during a specific year, let's call it 2023. In our workflows we put the 'Stage' of the job. When a job is closed in our workflow the stage is marked as 'Complete'. I would love to be able to create a report to show how many jobs were timestamped by JN as 'complete' during 2023. Then I could further filter it out by Job type (siding, roofing, windows, etc.) in order to see how many of each we completed that year.

    I understand you can look at 'completed…

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  18. Demo Rate Report

    I would like to calculate a demo rate (the frequency of a sales rep, when they go to an appointment, when we can offer our services). We have goals for these metrics and are calculating them manually.

    1 vote

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  19. Improved Filters for Classic Reports

    I want to have a report that shows all the invoices for a job that can be filtered by tags. Currently, I can't see all invoices (only most recent) on a job report, but if I run an invoice report then I can't filter by tag. I also cannot filter by the tag in Insights. This is very important for me to be able to have accurate, accessible data.

    1 vote

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  20. Task Report with Contact Info

    I would like to be able to create a task report that includes the customer's address so that I can provide a list of tasks to the subcontractor and have them know where to go for each one.

    1 vote

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