Dashboard & Reports
144 results found
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Add "Date Estimate Signed" Filter for Estimates
We need to know the date that the estimate is signed on the Classic Report for Estimates. This is a must and was in SumoQuote. It is an easy way to filter for the jobs that have been approved/signed on and for us to filter for a certain time period for those records. WIthout this specific filter, the report isn't helpful. "date status change" field doesn't always show that the estimate was signed and/or approved, so that filter is not reliable. We need JobNimbus to be easy to track data on like SumoQuote was.
10 votes -
Lead Book Rate
Lead Book Rate
Ability to track the book rate per day or for a selected time period based on the lead status within the workflow.
Currently, we have access to a lead loss rate, but this metric is not very useful for evaluating performance. Many lost leads are simply due to customers being unresponsive, which is outside of our control. Because of that, the loss rate does not accurately reflect how well the team is performing.
Tracking the lead book rate would allow users to see how many leads are successfully booked compared to the total number of leads received…
8 votes -
Columns in Classic Reports with Contacts
We need to have reporting capabilities back for reporting on the Sales Rep field in Contact Reports. We use the Sales Rep field on Contacts to assign a POC in their office for anytime that Contact calls in.
I should be able to build out Columns from any field that is on a Contact so that my reporting is accurate. Excluding certain fields on the report is causing frustration and extra work for my team
11 votes -
Customizable Dashboard
The ability to organize the entire dashboard view any way i want. Movable boxes that can go side by side or be resized to be bigger or smaller so my tasks can be the size I want vs job if i want that to be bigger . And not just linier (top to bottom), I want the ability to have tasks on the right side and jobs on the left or vice versa, or something in between. Ultimately the ability to customize my dashboard similar to a phone screen with widgets and the weather and my selection of what is…
23 votes -
Date Signed field should be completed
In legacy estimates there used to be a field called Date signed that was filled when the document was esigned, but that has been abandoned since the sumo quote integration. Now there is no way to expose the actual date that a job is sold. This is extremely frustrating and I have asked in a variety of different ways so I am spamming user voice in every related place. I am tired of making workarounds and exporting information to an external server so I can filter out my data. The field exists, just have sumo quote use the day's date…
2 votes -
Make Custom Fields Available in Insights Filtering
Custom fields are not currently available as filters in Insights filtering. They should be. Thanks!
2 votes -
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.
2 votes -
Export reports with job web-link
When exporting reports to Excel, is it possible to include a weblink for the job number or name? I need to further sort and filter my reports (and sometimes combines reports) to gather the data that I need for weekly account reviews. It would be so handy to be able to just click the job number or name and have it open a weblink to that job. I know it's a possibility as I've done this at other companies and I can do it myself within the reports, but I run reports several times a week and that would be…
1 vote -
Separate emails and phone calls from the Activity section
The communications, such as emails and phonecalls made directly from JN, should be in a separate column from the rest of the activity. Or at least an option to separate it. Currently everything is mixed together and it creates a situation where you have to filter though a lot of information to find an email chain you want to reply on.
1 vote -
Pinning column headers in classic reports
Currently in classic reports once you scroll far enough down the column headers are removed from the screen. The request is to implement a way to keep those column header names at the top of the screen as you scroll to better tracker which column and information you are viewing in the classic report.
1 vote -
Add the "Property Data" Widget back onto the Dashboard
There used to be a widget which gave a quick measurement of the roof. I used to use a lot. It was just an easy quick way to get info on the size of the roof but they took off the widget. Now it's not even an option anymore
1 vote -
Reports to be available on mobile version
I would like the customize reports that we have on insights to be available on the mobile version app.
1 vote -
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 -
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel.
export reports to excel with correct formatting for numbers, zip, etc. Numbers aren't seen as numbers by Excel when exported they are treated as text
2 votes -
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 -
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 -
Save Column Organization when Drilling Down on Insights
When I drill down data from a category such as "This year: Sold" I can control the columns of type of data I see by deleting ones I dont want and adding ones I do. But every time I do this the next time I go to the data the original settings have been reverted. This is a problem. It should save the settings I create and not revert back. It should do that for every category as each category will have different relative data to review and sort by
3 votes
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