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172 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.

    8 votes

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  2. 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

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    0 comments  ·  Custom Reports  ·  Admin →
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  3. 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

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  4. Compare Years in Insights

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

    2 votes

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  5. 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

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  6. 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

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  7. 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

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  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

    4 votes

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  9. 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

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    0 comments  ·  Dashboard  ·  Admin →
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  10. Invoices with Insights

    Include invoices as a filter with Insights

    6 votes

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  11. 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

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  12. 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

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    0 comments  ·  Dashboard  ·  Admin →
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  13. 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

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  14. 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

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  15. 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

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  16. 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

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    0 comments  ·  Dashboard  ·  Admin →
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  17. Pre-populating fields when creating a report

    Reports using filters based on Job Fields should pre-populate the Job Fields that were entered. You should not have to manually type in each field you have already entered when you created them. See pictures- first one is what I see when I try to make the report (staircase already there because I manually typed). Second picture shows all of the different types of "scope of work" that we have entered (list is not completed). It is a hassle to manually type in each one to the report (and has to be identical to the way it is written on…

    1 vote

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  18. Trade Reporting

    Currently the only way to identify a Contact or Job with the a specific trade is to use "Tags". Ex. Roof Inspection, Roof Replacement, Roof Repair. We want to be able to track our sales data between the different trades (Gutter, Roofing,Siding) but also between replacement and repair service lines of business. These are normally two different sales process with sales numbers we would like tracked similarly to how easy it is to know the revenue and gross margin differences between Commercial and Retail job types.

    The Legacy reporting system has the option to add tags to custom reports but…

    1 vote

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    0 comments  ·  Sales Reports  ·  Admin →
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  19. Reports on Team

    I would like to be able to run a report that gives me a list of all active users, and their information, such as which location they are assigned to, their phone number, and email. Ideally, I would like to include what position or department they are in too, but I dont see any way to include that type of information in a users profile. There are very limited fields available. Its odd that contacts have a decent amount of customization, but was not applied to users. I think this would be crucial for larger companies to have especially. If…

    1 vote

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  20. Team Oversight - Insights

    I’d like our entire team to be able to see the hard numbers of the whole company in Insights to drive competition, but if they are a limited access user & not a group manager, they don’t have the ability to drill down to see other users’ jobs

    1 vote

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