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2 results found

  1. Better Lead Reports

    We're trying to create a report that tells us all leads that came in last year and how many of those ended up in the paid & closed status. I can't find a great way to do this with my custom reports.

    2 votes

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  2. Custom Report Filter for Status Date Change or Modify Job Creation Date Manually

    We keep a running job board of all the jobs we bid on and it's separated by year.

    One of the reasons I loved JN was that because we set up the jobs in JN, we could generate these reports automatically and not as a separate step.

    Problem I have with trying to do this through Job Nimbus is that we set up a job days or weeks prior to sending out an estimate. As some jobs have a long bidding timeline or other jobs may take one or two visits or discussions with the client before a final estimate…

    1 vote

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    Hello Melanie,

    This could be accomplished by adding a custom field called “Bid Date” that an automation populates when you set status to “Bid”. Then you could create a report that uses the “Bid Date” to populate the reports. Setting up the field, automation and report shouldn’t be to difficult, but if you have problems feel free to contact support at support@jobnimbus.com.

    Thanks,

    Aaron

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