JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Dashboard & Reports

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Note Report for customers

    We are able to customize reports for almost anything EXCEPT including 'notes' in a contact report, or an activity report that includes 'assigned to' option. Created by and assigned to are almost always different in our company. If you can at least add a 'notes' in the drop down for adding a column, would be perfect!

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sales rep performance reports

    It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..

    As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.

    Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each…

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. Sync Contact Info to Bill To and Job Info the Ship to in QuickBooks

    When Job Nimbus syncs to QuickBooks it pushes job info to QuickBooks as "ship to". It really should send the Contact info as the ship to and the Job info as the bill to info. This is absolutely necessary when you have work for builders, contractors and business with one address but the work is being performed at a different address. It is also important with customers that have PO Boxes or year round residences out of state that mail goes to.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Paid Commission breakdown for each commission line item

    The option to see partially paid commission on the commission report. We have 3 commission line items and the commission will only show as paid if all 3 line items have been marked as paid

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. an option to remove the time from date created on reports

    I want the option to remove the time created from reports.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Field "Date Sold" available to other reports

    Please make the "Date Sold" field that is used in the Jobs Pipeline Report available to use in other custom job reports

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Dashboards for KPIs

    It is hard to explain because JobNimbus uses the "term" differently then I am accustomed to. But I will give it a shot.

    I would like to see the ability to build KPI dashboards. Much like the graph that is displayed in the "jobs" or "sales" built in report. But being able to edit them.

    Currently we are having to look into a company like geckoboard for KPI display in our sales office because we cannot customize reports in a displayable manner.

    See attached picture. Having this function would be really great!

    22 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This is where we’ve always wanted to be with our Dashboard, but many of the graphics and other elements have been de-prioritized when compared to other features.

    This is a big effort but one that we wholly endorse and will be working to get this implemented into our web and mobile apps as soon as we can!

    Stay tuned for more updates!

  8. Select what Estimates are used in reporting

    Right now, only the newest estimate is what is included in reports. But this skews our information greatly as we may have different estimates for the same project. As a fence company we may have temporary fencing that gets bid early on in a project and then we have a separate number for permanent fencing or railing that would be a separate estimate. We also get government contracts that require us to submit each product/service as a separate estimate. But if we list them separately in our Job Nimbus Estimates, then in reports, we aren't getting all of the data…

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Shared Dashboards

    I organize our system development and automation for our growing company. Nimbus has a great system of using reports on dashboards to show a daily workflow. I would like the ability to modify other user's dashboards to reflect the information they interact with. Perhaps this could even be saved as a template and applied to a user.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  10. Status display on Action Required

    Maintain and Display previous status of the job when changed to action required. Currently, if we change a job to action required, we are forced to read the entire activity history to know what's going on.
    if very frustrating we are forced to write everything down on the description of the job, and opening and working in that little window is impossible, also I've requested to please allow us to Bold and put red writing on description to easily locate data.
    please allow us to work decently, is causing us a lot of problems time wise, and we are constantly…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  11. Work Order Items and Quantities to Reports

    It would be extremely helpful if selected line items created on work orders, could be added to reports. For example: We have jobs that encompass multiple aspects of work. In order to schedule these jobs, we need to know the quantities of certain items (edging - LF, block apron - Sq. Ft., whether or not a rip out is needed before other work can begin, etc.).

    I realize this could be handled with custom WO fields, however it would be extremely time consuming to do this on every WO rather than just being able to pull this same information from…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Commissions/Budget Report (Needs Column Customization Options)

    I need the option to create a commissions report with options to customize columns, as I would with a contact report.

    Currently, on the "commission" or "budget" reports, it does not allow me to add custom field options to identify who the lead setter was who sold the job and who the sales rep was that sold it. Additionally, the commissions report is lacking the back end calculation that the budget does as well.

    We would like to streamline this process so that we can avoid human error.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Contract Pipeline in dollars per status

    Ability to show contract pipeline in a dollar amount figure, per status stage.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. 3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Material Order Report - shingle brand and color report

    Id like to see a report that would show customer addresses with the roofing type, brand, and color that pulls the info off the material order

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Pipeline Value Total - Job Running Total at the top

    Please see screenshot. This is a very simple fix you can get done and put on top of the Dashboard and/or the Jobs section. Let us know! Thanks team.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Birthday month reporting

    I would like the ability to report birthday months for my client base. IE all clients born in the month March, April etc. Thank you!

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Filter by empty fields

    If it's currently not possible to require *selected* built-in Contact Fields, it would be helpful to run reports with a filter for empty fields so we can have a report that shows all contacts missing that field. One or the other would be very helpful, both would be extremely helpful. At this point the only way to do that is to manually add a tag to each contact, for example "Missing Lead Source." This is a very time-consuming process.

    7 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Auto report refresh after deleting a record

    when deleting a record in a report, the report closes and I have to reopen the report.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. to combine reports

    we need to be able to add fields from different databases in to one report.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base