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 the website load faster

    it's too slow to load

    29 votes
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    Viewed  ·  13 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Use multiple templates in one estimate

    We have very detailed and exhaustive estimate templates built that save us a lot of time creating our estimates. However, sometimes we want to create a separate section in the estimate for a different type of work, etc. It would be great if we could load another template in under that section heading, but as it is now, we just have to build it line by line from that point on.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Better User Interface

    Improved User Interface on web

    6 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to add signature line to estimate template (with page breaks!)

    We send out a LOT of estimates every year, so it would be extremely cumbersome to generate a new document each time someone approves an estimate in order to create a contract. Instead, we add our contract language to every proposal and have signature lines at the bottom. In most cases, this runs onto two or more pages so we include the estimate number for easy reference below the signature.

    That said, we need the customers to be able to esign!! Can we please add this functionality to estimates? It would be extremely helpful to also add pagebreaks to help…

    5 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improve Navigation

    It is difficult to navigate compared to the software I used before.

    5 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Delivery Date entry for Material Orders

    We order roofing materials and frequently want them to be delivered on a specific Delivery Date. Can you please add that? And make Delivery Date a Report Column as well please.

    Thank you!

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. E-Signature through email natively through JobNimbus

    This is our single most requested (and pain point!) item from a technical standpoint. It's 2019, virtually every CRM platform has the ability to offer E-Signatures through their platform to sign estimates.

    Having to ask clients to print and scan or take a picture of their signed estimate is terrible and bogs down the process. Not to mention comes across as unprofessional and behind the times in this day and age.

    Thank you for the consideration.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Out of Office auto email reply through JobNimbus

    Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.

    Thank you!

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Open attachments in separate window

    I need to be able to actually open and read an attachment. It doesn't zoom enough in the little window that it opens. AND I want to be able to keep it open while I click through the pages of the attachment.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  11. a company message board - messaging system

    We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.

    Integrate a Slack-like feature.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. JOB NUMBER COLUMN IN WORK ORDER SECTION

    In the work order tab/section could you add a column that shows what work order it is ( 1of4 or 2of4 ....etc).

    4 votes
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    Gathering Feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. the ability to text customers and texting templates.

    We would really love to give our customers quick updates and reminders to their mobile phones through a text message. It would also be great if we could create these texting templates like we would for a document or an email, and have fields that can auto-poplulate with contact field information.

    2 votes
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  14. subcontractors status

    when I change subcontractor status to inactive it still being listed in subcontractor list when I want to add any to the job which make the list quite long having all active anmd inactive there. can this be changed so inactive subbies are not visible in subcontractors drop down list

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. More visually appealing

    More visually appealing

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. abliltiy to attach photos to work orders

    On other systems I have been able to attach photos to work orders for our technicians. They don't always have access to the system and this is very useful. Is this something you can work on?

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Task

    It would be awesome if there was a way to check of task in bulk. If you get behind on checking off task it takes FOREVER to go through and check them off. I wish there was a way to just select a list of check completed task for all of them at once.

    2 votes
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  18. Ability to add a line item without adding it to company product and labor catalog

    Sometimes I want to add a line to an estimate or to an invoice that is unique and rare and i don't want to fuss with adding a new item to our product/labor offering.

    2 votes
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  19. notifications

    send a notification when a customer e signs a document.

    2 votes
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  20. assending tasks

    It would be nice if we could change the direction of the tasks in customers account. Oldest to newest or newest to oldest, by choice for just me or all to see.

    3 votes
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