Allen Friedman
My feedback
9 results found
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26 votes
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
An error occurred while saving the comment An error occurred while saving the comment Allen Friedman
commented
We need a basic report that tells us total closed sales for the month, quarter and year to date. This seems so simple but the only way you can get there now is by exporting your Jobs report and totaling them in Excel.
Allen Friedman
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8 votesAllen Friedman
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22 votes
Which templates are you wanting to add a page break to?
On certain forms, like an estimate, it seems like the page breaks would need to be conditional based on the number of line items, which would be quite tricky.
Thanks,
AaronAn error occurred while saving the comment Allen Friedman
commented
My guess is that you are referring to Document Templates. The current document template system is pretty weak. Best work around is to create the document in Google Docs and then copy it into JN. That's worked for me on a few issues although I haven't tested the page break issue.
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145 votesAllen Friedman
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230 votesAllen Friedman
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111 votesAllen Friedman
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29 votesAllen Friedman
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86 votes
Great idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
Allen Friedman
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98 votes
This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.
Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!
And we’ll see what we can do about getting you that award ????!
Allen Friedman
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It would even be nice if the Job Pipeline report provided totals.