JobNimbus Feedback

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Dashboard & Reports

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  1. Contract Pipeline in dollars per status

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

    2 votes
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    0 comments  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  2. 3 votes
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    1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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  4. 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
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    Viewed  ·  2 comments  ·  Pipeline Reports  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    0 comments  ·  Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    8 votes
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    Viewed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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  8. to combine reports

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

    4 votes
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  9. Sales Reports

    Reporting of current sales based on invoices that includes use of graphs or bar charts. I have a way of doing this by manually going through JobNimbus and pulling invoices every week and then entering them into Excel, but it is a VERY manual process and is costing a ton of time and money. If we had the reports in Job Nimbus it would be amazing.

    The alternative is to add a filter in the current report option to filter by date of last payment entry. This would allow me to run the report and then export to excel to…

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

    Our Sales/Job Pipeline Report should be able to show you most of this information, including the drill-downs, based on invoices during a chosen date range. The one thing it can’t show right now is the month-to-month change at once, rather it will show each month individually as a given date range.

    Would the addition of seeing multiple months complete this feature request for you or is there something else we are missing from our current Sales Pipeline Report?

  10. Invoice Report - Add assigned to field

    I need to pull an invoice report, but it won't allow me to add the person assigned to the customer, only the sales rep and the person who last updated it.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Commission Reports based on Job status

    It would be great if we could create a commission report based on job statuses ("paid and closed") and ispaid in the commission section. That way our sales people and admin asst can see what commissions have not been flagged as ready to be paid.

    7 votes
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    Viewed  ·  1 comment  ·  Sales Reports  ·  Flag idea as inappropriate…  ·  Admin →
  12. Less Click-Through & more intuitive/user friendly reporting

    When working in JN, there is a lot of click-through, click-around and overall backtracking to get to what I'm looking for, or return to where I was. For example. If I'm reviewing my reports I need to return to the report list to move on to the next report. Is there a way to add a drop down list from inside the open reports to change what I'm looking at? Another example. If I'm on the financial tab and I edit a budget I can't just return to the financials I have to click the job link which returns me…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Report/List for @mentions

    I want to make a report that shows the places where I am tagged in the @name option for a note.

    12 votes
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    Viewed  ·  5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. PDF conversion for budget and commission reports for one individual jobs

    This would be great so we could give copy to our sales people for their records and our office filing purposes

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Search bar within report titles on dashboard

    I have my reports on my dash exactly the way I want them. Unfortunately, Some reports have 100 entries in them that are all the exact same status. If I could type in "Patel" in the search at the top of that list and have it only populate users within that report with that name, it would be very helpful.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Task Notes Report

    We'd love to have the opportunity to run reports based on task notes.
    See attached for a sample.

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

    Thanks for your submission! We’ll see what we can do to help you out on this one.

    Normally task notes are used less because when tasks are marked as complete then they essentially hide away, so most customers use the Contact/Job notes area for this info instead.

    But that doesn’t mean it isn’t valuable or a reason to improve them, so I’ll pass this on to our dev team and we’ll see what we can do to help!

  17. Reports on Products & Services

    When evaluating products & services it is important to review the numbers on which products/services were successful or not. Can we please have reports that allow us to search based on Item names/descriptions?

    For example: We frequently have customers call and ask for examples of our work. It would be great if we can search all completed jobs/work orders for a specific item that ties into what they are interested in doing.

    Alternatively, we can see what products are being sold most often and which items may not be worth our while to continue offering.

    Thanks!

    7 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Incentive Programs

    The ability to create bonuses and incentives on the fly. Tracked and incentivized based on whatever parameters you want. Maybe points-based in completion times of tasks or status updates which could equate to a monetary bonus daily, weekly, monthly etc. Create sales or marketing groups and have contests with bonuses all mapped and tracked on the parameters set in the system. Creates a competitive and motivated work environment. Auto-assign leads based on closing percentages and scaling commissions based on volume. A self-regulating ecosystem that fosters motivation, discipline, and accountability for performance in a fair and objective manner. Would make it…

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

    Thanks for the great suggestion! We’ve toyed around with similar ideas for fostering a performance-oriented system that teams could use to get motivated, compete, and improve. We’ll keep working towards achieving these goals!

  19. Report field crossover

    Ability to create contact reports and add columns that are related to invoices and commissions. It would eliminate the need to create a separate report for each of the selerate reports

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sales Pipeline Report - Filters and Graphs

    I wish I could do more in the sales pipeline report. It's a great quick snapshot, but in order to get the view I want, I have to export and manually do reporting in Excel with pivot tables. Would like to be able to add all sorts of filters, similar to how we can build custom reports, but more robust, with the ability to add graphs, and to only show top line data, not client level.

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