My feedback

20 results found

1. Ability to Send out Custom Reports Automatically

   5 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

2. PIE CHARTS

   8 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

3. Report Folders

   8 votes

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   0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

4. Sales Leaderboard

   15 votes

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   4 comments  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

5. Tagged Notes appear on Dashboard

   5 votes

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   1 comment  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

6. Sales Reports

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   26 votes

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   3 comments  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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

   Barbara Chavarria supported this idea  ·  Aug 27, 2024

7. Sales rep performance reports

   20 votes

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   0 comments  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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

   Barbara Chavarria supported this idea  ·  Aug 27, 2024

8. Better Sales Reports

   12 votes

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   0 comments  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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   Barbara Chavarria supported this idea  ·  Aug 27, 2024

9. Dashboards for KPIs - Sales

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   37 votes

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   6 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   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

   Barbara Chavarria supported this idea  ·  Aug 27, 2024

10. Report Breakdown From Sales Dashboard

    5 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Aug 27, 2024

11. Lead Source Report - Revenue Drilldown

    29 votes

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    1 comment  ·  Dashboard & Reports » Sales Reports  ·  Delete…  ·  Admin →
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    Gathering Feedback  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

    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

    Barbara Chavarria supported this idea  ·  May 8, 2024

12. Choose between Invoice data and Estimate data on Sales Dashboard

    19 votes

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    3 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  May 8, 2024

13. Insights Showing Deleted Data

    3 votes

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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14. insights

    2 votes

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    0 comments  ·  Searching JobNimbus  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Dec 6, 2023

15. More consistency with the sales dashboard

    6 votes

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Aug 27, 2024

16. Notifications for When Document is Digitally Signed.

    61 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Mar 21, 2023

17. Google Calendar Sync for Contacts, Work Orders, Jobs, etc.

    47 votes

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    Viewed  ·  3 comments  ·  Integrations » Calendar  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Jun 5, 2020

18. Work orders need to be Appointments on the calendar!!!!! That is the only way to sync with Goggle calendar.

    11 votes

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    Viewed  ·  1 comment  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Jun 5, 2020

19. Setting to adjust the default payment terms.

    16 votes

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    Viewed  ·  1 comment  ·  Settings » Automation  ·  Delete…  ·  Admin →
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    Barbara Chavarria supported this idea  ·  Dec 20, 2019

20. The tax shown on the material order so my job cost projections would be correct

    16 votes

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    Viewed  ·  0 comments  ·  Financials » Material Orders  ·  Delete…  ·  Admin →
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    Barbara Chavarria shared this idea  ·  Jul 9, 2019