JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

General

  1. Make Chat and Help Buttons Hideable/ Change location

    Please make the icons for chat and help hideable. They are always in the way of the boxes that I need to click that are behind them and I cannot scroll any further to gain access to the boxes that I need to be clicking.

    17 votes

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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    4 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    3 votes

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  4. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. Turn off Automation for individual customers.

    The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Estimate Automation for status change

    The ability to change the status of an estimate from an automation.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. In person Signatures

    Would like to have In person Signatures back so that the customers without an email can sign without having to create an email

    7 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  8. Database search for existing record.

    With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Search P&S by unit of measure

    Have ability to search Products and Services by typing in units of measure and have it populate the different products in that measure to select and create a quick estimate.

    2 votes

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  10. No Client Whitelisting.

    Wants a better system for customers to receive emails and not have to have them whitelist the @jobnimbusmail.com email.

    2 votes

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  11. Minimize Card size on new board

    I would like to be able to minimize the size of the cards on the new boards.

    4 votes

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  12. Stay on same place on the page when downloading photos

    When downloading photos it scrolls you back to the top of the page. Allow the page to stay in the same place when a photo is downloaded.

    2 votes

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  13. Change font on line items

    Change the font on the line items for estimate templates.

    2 votes

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  14. Hide Forms Tab.

    Be able to hide the forms feature.

    2 votes

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  15. Dismiss GlobalPayments Ad

    When creating an invoice, currently there is an Ad advertising GlobalPayments integration. There should be an option to dismiss this ad.

    3 votes

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    Started  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow customers access to JobNimbus

    Allow customers access to JobNimbus

    1 vote

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  17. Live Refresh for JobNimbus

    It would be great if JobNimbus automatically refreshed the page after changes are made in the account. As of right now, other users have to manually refresh their pages after changes are made.

    1 vote

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    Planned  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to delete/edit more than one contact at a time without doing it one by one or ALL

    Have the ability to mass edit contacts. Currently the only way to edit contacts is one by one. We can only delete them one by one al ALL contacts. this makes things really difficult when importing contacts and the system doesn't import them correctly.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Clone JobNimbus Account for Another

    Have the ability to clone all data from one JobNimbus account to the other.

    1 vote

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  20. Days in Status should have a year option.

    The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days

    2 votes

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