JobNimbus Feedback

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  1. 2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Reports - return to where you left off

    When going through a report, we click on a job on page 3 of the report...when we want to return to the report, we'd like to return to spot where we left off as opposed to returning to the first page of the report. PLEASE :)

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Bulk Edit Tasks to Mark as Incomplete

    Since there is a way to bulk edit tasks and mark them all as complete, the customer is requesting a way to also be able to mark the tasks as incomplete in bulk.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Include Activity in Contact Report

    Would like to have the option when exporting Contact list into CSV to include activity for Contacts as well.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. freeze report headers

    Report headers should be able to be frozen and locked so you can scroll down without losing the column title.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Jobs report including option to separate contact information columns

    Jobs report should include option to separate contact information columns, ie Address Line 1, Email, Main phone (similarly to how Contacts report works)

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Material Order Report - Option to Display Purchase/Price Amounts

    I need the material order report to show totals of amounts purchased, quantity and total price

    3 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have custom reports keep the same cell formatting when exporting to excel (i.e. text, number, date, etc...)

    We have a report which we use and when we extract it to a spreadsheet there are a couple of issues. The numbers that are extracted are NOT NUMBERS – so you cannot do numerical formulas with them. It would be very helpful if at least the numbers would work, otherwise, someone has to go each cell and convert each cell to a number.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Add Job Type to the Budget Reports

    For the love of all that is holy :)

    Can you please add a column for job types to the Budget Report creator in Reports in Job Nimbus.

    Sincerely,
    Every Contractor Everywhere :)

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Meta audit log

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

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Cross referenced custom reports

    It would be nice to be able to populate data from related records on a report. For example, create a custom contact report that populates information from the related jobs or work orders such as the type, status, start date, etc...

    4 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Lead Source Reporting

    Create a report with the ability to input marketing costs to generate an accurate depiction of money spent/earned regarding a specific lead source. Integrate an option to then view breakdown of lead sources as percentages.

    2 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding timestamps to reports

    Time stamping when a lead has been moved to a particular stage when creating a report to better understand activity flows

    1 vote

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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Partial searching in an Activity Report by note content

    Currently the filter for note contents will not allow for partial searching. The filter needs to have the entire contents of the note for it to populate in the report.

    This limits this filter quite a bit and does not allow for searching for specific words that show up in notes.

    3 votes

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    2 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to create a photo report

    Users should have the ability to create a report for photos uploaded.

    7 votes

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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Assignee column on invoice and budget reports

    I would like to be able to filter my invoice and budget reports by assignee so I can see how much revenue and profitability each project manager is making.

    9 votes

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to run Report on all jobs and how long they stayed in a certain status

    For example: We want to know on average how long jobs are staying in QC Inspection status.

    Right now, I can report on the jobs specifically in that status, but I want a way for even if they are not in the status currently.

    Basically the length of time between status changes. (Which I know you can see when you go into a job's system activity - but I want to run a report on this).

    11 votes

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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reports - 'nil' feature

    Would like the ability to filter my reports to exclude empty fields. Currently am generating a report to populate a mailing list and would to be able to exclude contacts that have not provided an email address.

    1 vote

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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
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