Dashboard & Reports
114 results found
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Specific Documents Viewable to Specific People
I want to be able to upload my supplier invoice for each job into the documents. The problem is we do not want the entire company being able to view it and see our pricing. We want to be able to limit it to Office Staff or select people. I know we can do "Private Attachments" but that's only viewable by one person not multiple people.
4 votes -
Create the ability on automations to block tiles from going backwards in status.
When an automation linked to checking off a task is done after someone else on the team has already moved the job forward by status, it pulls the tile back to the job status that the automation moves it to which is confusing for the team and may lead to repeat actions. Ultimately it causes chaos on the team if there is more than 1 person handling the job.
2 votes -
Printing Without Viewing PDF First
It would be nice to be able to click the three dots next to the invoice/material order/work order and hit "Print" instead of having to hit "View PDF" and then print it from there.
3 votes -
JN needs to have the ability to create a contact, without an attached job name, from the green "Create +" button.
So I personally use PipeDrive and Sales Rabbit in the commercial (multi-property owners) sales cycle, but need the ability to create a contact without a job attached for myself and my team.
I also think it would help JN be a better program.
3 votes -
Lead Source MACRO, MICRO AND MORE MICRO
OK, many JN Support said it was possible. I want to know Macro what lead sources are the best "Past Customer" "Employee", Ect. Also would like to know Micro, " Past customer 1", "Past Customer 2" Ect. , "Employee 1", "Employee 2", Ect. And then even More Micro/ Refined what jobs went through and what Lead sources were the Best/ which lead should we focus on marketing too.
1 vote -
Activity Report - Contains Filter for Note Field
Previously, reports would allow you to pull an activity report and then apply a contains filter to the note field. Please reinstate this functionality.
1 vote -
Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards
It would be useful to see who work orders and jobs are assigned to on the job board.
1 vote -
Insights Showing Deleted Data
I would like it if Insights didn't reflect data for things that have been deleted.
4 votes -
1 vote
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Recent Jobs - Dashboard Links
Have a widget on the dashboard called "Recent Jobs" that has a link to all recently accessed projects in the order that they were accessed in. See attached for an example, and old solar CRM had this function and it was extremely helpful.
1 vote -
Compare Years in Insights
I would like to compare multiple years in Insights side-by-side or on the same graph.
4 votes -
Add Notifications to the Home Page
It would be super helpful to have the ability to choose notifications to be on our homepage rather than just in the side column. Have it be an option like Jobs, Contacts etc
1 vote -
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
6 votes -
Invoices with Insights
Include invoices as a filter with Insights
8 votes -
The ability to have cross reporting in JobNimbus.
The ability to have cross reporting in JobNimbus.
7 votes -
Thread in Notes
In Notes;
It'd be great to have a thread or comment feature to a post to continue the subject, or comment to the note, so we can keep one subject in one thread to keep it going.
54 votes -
Better Sales Reports
We need to be able to run better sales reports. Closing radio and NSLI are important metrics that are missing from the reports feature.
12 votes -
Insights Filter - Groups
It would be nice to filter Insights via Groups.
6 votes -
Automated Report Exporting in Classic Reports
wanting to add a feature for automated reporting where someone can set (for themselves or on behalf of other users) a certain report to kick out at a desired interval via file (PDF, Excel, etc.).
15 votes -
Real Time Google Sheets Sync
I wish my data could sync in real time with Google Sheets. That way I could create automated metrics that combine data from QuickBooks, JN, and my GPS tracking. Right now we are tracking manually and it's time consuming.
15 votes
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