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JobNimbus Feedback

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Dashboard & Reports

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How can we give you the reports you need?

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144 results found

  1. Classic reports, filter by estimate type

    The ability to pull reports for the type of estimate that was created. Examples being: full/half roof, roof repair, etc

    1 vote

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    0 comments  ·  Custom Reports  ·  Admin →
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  2. Lead Source MACRO, MICRO AND MORE MICRO

    OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.

    1 vote

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    0 comments  ·  Dashboard  ·  Admin →
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  3. 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

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  4. 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

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