Josh
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An error occurred while saving the comment Josh commented
I LOVE THIS SUGGESTION!! It would make office admin work easier and more efficient when running reporting.
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We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
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An error occurred while saving the comment Josh commented
I'd also like to have links embedded for job numbers. Once exported, it would be great to be able to click the job number or name and have it open a weblink to that job's webpage. I've worked for other companies that did this, so I know the capability is there. I can do it manually, but I run new reports several times a week so it would be pointless to manually link each file. However, the time it would save if it would export with that link would be amazing!
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I would also like to add an idea to this one... the ability to have recurring reminders when there is a credit balance on an account for refund. Once the credit balance is $0, the reminders stop. This could be set up as a trigger-based automation OR a system notification - either would work.