Cheryl Morris
My feedback
37 results found
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7 votes
An error occurred while saving the comment Cheryl Morris
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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 ????!
Cheryl Morris
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5 votes
An error occurred while saving the comment Cheryl Morris
commented
This would be a fantastic feature, since all of our customer contact info is already stored in JN. Maybe there could be an opt-in option under each contact to avoid getting flagged as spam.
Cheryl Morris
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8 votesCheryl Morris
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13 votes
An error occurred while saving the comment Cheryl Morris
commented
I would like to be able to have my classic reports automatically emailed to me regularly like Insights can.
An error occurred while saving the comment Cheryl Morris
commented
We have a set of custom reports that we go over as a company every week. It would be fantastic if I could use an automation to have them emailed to me.
Cheryl Morris
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13 votesCheryl Morris
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15 votesCheryl Morris
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Cheryl Morris
shared this idea
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6 votesCheryl Morris
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11 votesCheryl Morris
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11 votesCheryl Morris
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172 votes
Good news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
An error occurred while saving the comment Cheryl Morris
commented
JN already has the phone number and email on the contact, shouldn't it be simple to have it carry over to the job the same as the address? It would save a lot of back and forth.
Cheryl Morris
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130 votesCheryl Morris
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76 votes
An error occurred while saving the comment Cheryl Morris
commented
I have missed several emails from our customers because I have no way of knowing when a new email comes in. Please fix!
Cheryl Morris
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14 votes
An error occurred while saving the comment Cheryl Morris
commented
Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?
Cheryl Morris
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32 votesCheryl Morris
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88 votesCheryl Morris
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30 votes
An error occurred while saving the comment Cheryl Morris
commented
Our office has been trying to utilize the @mentions because it's great to be able to tag a note with both the customer and the staff member involved.
Without a way to view all @mentions (sorted by date received?) WHILE actually working in JN, we are missing critical notes. Like the one yesterday when we realized that a customer was never invoiced even though there was an @mention.
Cheryl Morris
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37 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 Cheryl Morris
commented
We also need KPI reporting that we can display in our office. We need to be able to pull closing rates, average tickets, dollars generated by lead source, monthly sales by sales rep (to create competition), company wide monthly sales vs our goal, booking percentages, and a lot more.
Cheryl Morris
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6 votesCheryl Morris
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8 votesCheryl Morris
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Accidentally moved a job backwards that was complete and now my Insights is totally wrong. Need a way to fix this please!