Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Dashboard & Reports

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

176 results found

  1. Invoices instead of Estimates in Insights Data

    I want the sales data in Insights to be based off of invoices and not estimates.

    10 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. Take financials tab off contact page, keep in job only

    To keep records from being entered under customer contacts and not in the appropriate job, option to remove financial tab from contact when jobs are enabled

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Compare Years in Insights

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

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Report Showing Where We've Worked

    I wanted to know if there is a way to take the data from the system and see where we have worked over the last 3 years. I'm looking to map our data.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Insights Using Only Current Workflows

    We had 2 contact types called Gettin Lit and Lit. Instead of deleting them and making new ones we just edited the name and changed them to New Lights and Old Lights. But the Gettin Lit and Lit types are still showing up in our reports so it's throwing off our insight numbers. And we don't have any contacts under the Gettin Lit and Lit type anymore.  Can we change this so Insights only reflects current Workflow names?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Invoices with Insights

    Include invoices as a filter with Insights

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Tracking Pre Sale Data

    I would like to be able to track the amount of money I have in estimates before they are "sold".

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Remove Unnecessary Scroll Bar, top navigation header freeze while scroll

    When on any Job board page, in order to scroll to the right, you must move the right vertical scroll bar all the way down to access the bottom horizontal scroll bar. There are two and you can remove one of them with the following:

    I recommend removing the far right vertical scroll bar and making the top navigation "freeze screen" which can be changed by simple HTML and CSS. This way, there is no need for a scroll bar to access navigation and the navigation would be present no matter which way you scroll. By doing this, you will…

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Filter Invoice Report By Design Template

    I would like to be able to filter invoice reports by the design template that was used to create them.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Ability to check whether a form was filled out

    Ability to check when forms are being filled out - Or to show whether or not a form was filled out

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Update Start Date Filter on Job Report

    When creating a Job report in Classic Reports, I set the start date to be between 10/01/23 and 10/31/23. When doing so, none of the jobs that start on 10/31/23 show up. Changing it to 11/1/23 will then allow the 10/31/23 jobs to show. It's only showing jobs literally between those dates, and not including those dates. Can we get this updated to include those dates as well?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. on boards show parent city option for work orders

    On the work order dashboard it would be nice if you could see/have the option for the the "Parent City". So it would be nice to see the city that on the boards for work orders.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 8 9
  • Don't see your idea?

Feedback and Knowledge Base