Dashboard & Reports
137 results found
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Motivosity integration on the home/dashboard of JobNimbus
I was wondering if it was possible to have (now or in the future) the ability for the MOTIVOSITY main feed to show up on the JOB NIMBUS “dashboard” home screen? I saw Kiosk mode and wasn’t sure if there was a way to plug that into the home screen to make sure important updates and kudos are seen from both platforms?
2 votes -
Create Task to notify me every time a form is created
They have to tag me each time and every manually process is another room for error.
2 votes -
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget
Add commissions reporting to invoices collected so that we don't have to do an extra step of creating a budget. And a spot to manually add bonuses.
2 votes -
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.
2 votes -
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.
2 votes -
Markup Amounts (not Percent) in Reporting
The markup column in invoice reports currently gives a percentage, not a total dollars amount. at the moment the best workaround is to export the report and run a calculation
2 votes -
2 votes
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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 -
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 -
Track Conversion Rates by Status
To be able to track custom conversion rates for specific statuses
1 vote -
Select or Deselect All Insights Filters
'Select all' or 'Deselect all' options for when selecting filters on Insights
1 vote -
Classic Report Filter for Template Type
Ability to create a report based on Template Type, or template used in Estimate, Work Order, and Material Orders.
1 vote -
Full Screen Insights
It appears that this is already partially built out? We would like to have the sales leaderboard fullscreen so we can put it on a TV for our sales reps so they can see how they are doing in real time
1 vote -
Automated/Scheduled Reports
Hello JobNimbus Team,
I’d like to formally request a feature for automated, scheduled report emails within JobNimbus.
Currently, reports must be manually exported on a recurring basis. Having the ability to schedule reports to be automatically generated and emailed (daily, weekly, or monthly) would greatly improve efficiency and reduce manual workload for our team. This would be especially valuable for operational, sales, and financial reporting that needs to be reviewed consistently.
We understand this feature may not be available at the moment, but we wanted to submit our request for consideration, as it would significantly enhance reporting workflows for many…
1 vote -
Reports
When I edit a job from a report and save it, JN takes me to the job. It would be better if, after saving, it took me back to the report like before. That way I can continue reviewing and quickly editing what I need from that specific report.
1 vote -
NSE Estimate Creator in Reports
We create Estimate reports and want to track any issues to the creator of that record. When creating Estimate Reports in Classic Reports, only the Legacy Estimates show who created the estimate, you are not able to track who created the SumoQuote Estimates.
1 vote -
On Job Card - Dominant placement - Job Color Primary
On Job Cards have a dominantly positioned box to enter primary job color. Make this item searchable. Example: In customer file we enter the roof color. It can be standing seam or shingles or any color really. In the search box have it pull up any color that matches letters in search box. CT Weathered Wood LM Pro - Green Standing Seam Etc. We get calls all the time for can you show us a few roofs locally you did in this color from our prospective customers. It would be nice to be able to search this and pull up…
1 vote -
Split Related Records to "Contact" and "Job" Columns in Invoice Report
Want to be able to create an invoice report to filter by either contact or job and have them be separate columns within the report
1 vote
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