Cheryl Morris
My feedback
43 results found
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15 votes
An error occurred while saving the comment Cheryl Morris
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35 votesCheryl Morris
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31 votes
An error occurred while saving the comment Cheryl Morris
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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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38 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
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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.
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6 votesCheryl Morris
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8 votesCheryl Morris
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8 votesCheryl Morris
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9 votesCheryl Morris
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4 votes
An error occurred while saving the comment Cheryl Morris
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I need this as well.
I can't make good decisions on which lead sources to invest in without knowing which ones work the best.Cheryl Morris
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7 votesCheryl Morris
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14 votesCheryl Morris
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74 votes
This is definitely something that we’ve wanted to add to JobNimbus. Thanks for the suggestion!
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208 votesCheryl Morris
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31 votesCheryl Morris
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76 votes
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5 votesCheryl Morris
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38 votes
An error occurred while saving the comment Cheryl Morris
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We frequently find ourselves mistakenly putting an estimate or invoice under the main contact instead of the job. It seems like we have to delete and completely re-do the estimate when that happens. It makes a lot of unnecessary work! And, like Tia, having a new document number is a big problem.
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17 votesCheryl Morris
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29 votesCheryl Morris
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14 votesCheryl Morris
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Why does class syncing only work in the desktop version? Any plans to add it to QuickBooks Online?