JobNimbus Feedback

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Dashboard & Reports

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  1. Personalized Reports

    I would like to be able to personalize a report to show different options like in QB. I could choose re-roofs vs repairs, One Est to another. I would be able to choose different fields to view different reports.

    8 votes
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    Viewed  ·  1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. PIPELINE REPORT

    Where did contacts go on job pipeline report? The loss of this field just made this report worthless to us as far as I can tell and we no longer have a way to track our close rates.

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add "Workflow type" as a Column option for invoice Reports

    The ability to select a Workflow type on an invoice report.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sort Contacts/Jobs Reports by Stage

    User would like the ability to sort his contact and/or job reports by the stage they are in. Currently you cannot sort by stage.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Wildcards to Reports

    The ability to search with a wildcard, or part of a condition. I.E, if searching for the Note "JobNimbus," reporting will only show a note that says "JobNimbus" verbatim with nothing else rather than searching for a note that includes JobNimbus at any point in the note or starts with JobNimbus.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Auto refresh the Classic dashboard when clicking on "Dashboard" from the sidebar or clicking the company logo

    Currently when you are on another page (not the main dashboard) and make a change to any record (i.e. contacts/jobs, tasks, Work Order, etc...) , it will not reflect the changes when you click on "Dashboard" from the sidebar or the logo in the top left corner. You have to refresh the browser or the specific report on the dashboard to show the changes.

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  7. Manual change for actual "Date Sold"

    Occasionally, we miss changing the STATUS to "Paid & Closed". We have had a few instances where end of the month deals do not get changed until the following month and then the internal "Date Sold" field shows the date we first mark the account "Paid & Closed" as the "Date Sold" date. This is normally not an issue if we catch it during the current month. However, if we make the change in the current month for any deals from last month, it counts the deals within the current month, which skews monthly sales reports.

    We need a way…

    1 vote
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    Viewed  ·  0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  8. Lead Source Report - Revenue Drilldown

    I would love to have the ability to show revenue from a lead source. We have many lead sources and I would like to track that information for referrals as well as to see which lead sources are the most valuable.

    18 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  9. Reports based on Scanned documents entered

    We scan checks and put copies under the documents tab in jobnimbus. The document Type we enter is "Checks" then we save it. I want to be able to run a report to see all the "Checks" that have been put into jobnimbus for a specific date range.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  10. Build Custom Summary Reports

    I run task reports in order to pay our contractors. But I have to export the data, pull it into Excel, and create a pivot table to figure out how much to pay each contractor. I really wish I could build a task custom report where I could add filters (date, task type, assigned to, etc) and get a summary in JN. It would be even better if I could add additional parameters, such as how much we pay per task so the summary would include the amount I am paying each contractor for that period of time.

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to recover deleted reports/have them tracked in the activity log

    User would like a way to recover deleted reports as well as have those deletions be tracked in the activity log

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 3 votes
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    1 comment  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to Bulk Change Status in Reports

    The ability to bulk edit a group of contacts/jobs in custom reports

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  14. Job Report - Who changed the status

    It would be nice, if you could see who moved a job on the board.

    4 votes
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    0 comments  ·  Production Reports  ·  Flag idea as inappropriate…  ·  Admin →
  15. Attachment Category Report

    Need to create reports based on Attachment Category type

    3 votes
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add "Internal Notes" as a Column option in Reports

    Add "Internal Notes" as a Column option in Reports

    1 vote
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    Viewed  ·  0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  17. Report and Board view for specific Profiles and Users

    The current option are either to have the reports and boards available to the user that has created this, or to all users.
    It would be very helpful to have the option of availability to specific profiles and users

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  18. On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    On Boards, I wish JobNimbus had the ability to filter by "Product/Service".

    1 vote
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    Viewed  ·  0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  19. Leaderboard on mobile app

    Need a leaderboard on Mobil app

    2 votes
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    Viewed  ·  0 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
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