JobNimbus Feedback

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Dashboard & Reports

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  1. Description field used as job number entry line

    Please add the Description field from Contact page (suggestion: field is used as job number) to work orders, reports, production boards so that when that field is used as the job number, it can be added to those reports to easily view the job number or customer name.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. All Closing-Ratio Reports are highly inaccurate.

    ALL REPORTS HAVING ANYTHING TO DO WITH CLOSING RATIOS (THE NUMBER OF ESTIMATES PRESENTED, DIVIDED BY THE NUMBER OF THOSE ESTIMATES THAT TURNED INTO A SALE) ARE HIGHLY INACCURATE.

    Your current report formulas correctly count all the estimates presented within the specified date-range, BUT, and this is the crux of the matter: it only counts jobs which were signed-up or became jobs during that same date-range, and ignores the jobs that were signed-up after the specified date-range of the report, even though they were originally estimated within the specified date-range of the report.

    Most contractors, including my company, do a…

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Material Order Report Filter - Supplier/Line item

    User would like to have the ability to filter line items (products/services) as well as Suppliers in order to accurately view the cost per job as it relates to different suppliers. This would aid in trying to create more profit.

    1 vote
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    0 comments  ·  Production Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Show all tasks created inside the dashboard task list

    Currently it seems like some tasks that are created are not showing up in the built-in Tasks list in the dashboard. It would be nice to have all of those show up!

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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).

    10 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add a filter to custom activity reports for email status

    Adding a filter and a column for email status to an activity report would make it easier to confirm the statuses of all emails sent from JobNimbus.

    For example, periodically emails are getting stuck in the "Sending" status. This would help to followup with the contacts to ensure they received any important emails.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Creating Reports of Probability Data

    Develop a feature to calculate percentages of leads likely to move on to the next stage based on previous data to then establish better goals for the company

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Job pipeline report based on estimate status

    We usually have multiple estimates under a job, using a couple to work up numbers which are then rolled into one estimate which actually get sent to the customer. This renders the Jobs/Sales pipelines useless, because it pulls in estimates which were created last, but which were just in-house tools. Would be super nice to be able to view the pipeline based on ESTIMATE STATUS instead of just most recent estimate.

    13 votes
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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. query multiple reports

    Currently there is no way to utilze info from say a estimate report to your payment report without pulling the data out and manipulating outside of jobnimbus. I would like the ability to mingle multiple reports inside of jobnimbus to give me access to all the data while keeping it in Jobnimbus.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Bulk editing assigned rep on a job auto updates the assigned rep on a contact

    When bulk editing the assigned rep for jobs, the contact assigned rep is also updated.

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Dashboard, Contacts & Reports Should be able to sort by workflow

    Everything should have the option to sort through the progression of your contact workflow & days in status

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    2 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add a column for "Supplier" in a Material Order Report

    The ability to add and sort a Material Order report by the contact"Supplier" .

    1 vote
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  19. Task Pipeline Report/ Daily Run Sheet

    We need a Daily Run Sheet (Daily Task Report) that INCLUDES the status field. A Task Pipeline Report would be great!
    Something for the sales manager to view on a quick glance that shows, rep, task time/day, status, product, notes and address.

    1 vote
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    0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. More Bulk Edit Options for Reporting

    Would like to bulk edit any type of information for a custom report. I.E., if doing a custom contact report. All of the fields that do not make a customer unique should be bulk editable. Currently you can edit the assignee, sales rep, status, and type of contact. But you can't edit bulk edit things like the location or the lead source.

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