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JobNimbus Feedback

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Dashboard & Reports

← Feedback for JobNimbus

How can we give you the reports you need?

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114 results found

  1. 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
    0 comments  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  3. 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
    0 comments  ·  Admin →
    How important is this to you?

  4. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  6. 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
    0 comments  ·  Custom Reports  ·  Admin →
    How important is this to you?

  7. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  8. Insights Showing Deleted Data

    I would like it if Insights didn't reflect data for things that have been deleted.

    4 votes
    0 comments  ·  Admin →
    How important is this to you?

  9. Notes Viewable on Sidebar

    1 vote
    0 comments  ·  Admin →
    How important is this to you?

  10. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  11. Compare Years in Insights

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

    4 votes
    0 comments  ·  Sales Reports  ·  Admin →
    How important is this to you?

  12. 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
    0 comments  ·  Dashboard  ·  Admin →
    How important is this to you?

  13. 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
    0 comments  ·  Admin →
    How important is this to you?

  14. Invoices with Insights

    Include invoices as a filter with Insights

    8 votes
    0 comments  ·  Pipeline Reports  ·  Admin →
    How important is this to you?

  15. The ability to have cross reporting in JobNimbus.

    The ability to have cross reporting in JobNimbus.

    7 votes
    0 comments  ·  Admin →
    How important is this to you?

  16. 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
    8 comments  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Sales Reports  ·  Admin →
    How important is this to you?

  18. Insights Filter - Groups

    It would be nice to filter Insights via Groups.

    6 votes
    0 comments  ·  Admin →
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  19. 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
    2 comments  ·  Custom Reports  ·  Admin →
    How important is this to you?

  20. 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
    0 comments  ·  Custom Reports  ·  Admin →
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