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. GDRP certification

    Please become GDRP certified so that JobNimbus can be used internationally.

    7 votes
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  2. Taxes on Work Orders

    It would be beneficial to be able to include taxes on the work orders as it is on the other financial document templates.

    3 votes
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  3. Choose between Invoice data and Estimate data on Sales Dashboard

    We'd like data on the Sales Dashboard to come from the total of the invoice rather than the estimate, because the two are rarely the same and we can glean much more useful and actionable business intelligence from the former.

    4 votes
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  4. Product and Service font formatting

    Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.

    3 votes
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  5. Add Margin Adjustment to Templates

    It would be beneficial to have the ability to adjust the page margins on templates.

    2 votes
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  6. Show Number of Tasks on Dashboard

    It would be beneficial to have a number of non-completed tasks shown on the dashboard. This would give customers a quick-view of how many actionable items they have to address each day when they login to JobNimbus.

    2 votes
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  7. Add Past Due on Invoice Terms

    It would be beneficial to add a Past Due option on the terms drop-down for invoices so that we can specify to customers when their payments are overdue.

    2 votes
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  8. Add Invoice as Option to Automations

    I would like to have invoice as an option when creating an automation.

    3 votes
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  9. Ability to add documents to email templates

    I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.

    8 votes
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  10. Automation to send invoice PDF document

    Add an option to automations that can email most recent invoice PDF document.

    4 votes
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  11. Report only Including Contacts with Emails

    It would be beneficial to have the ability to create a report that only shows customers with email addresses associated with them. This would help to be able to drop the report into mailchimp without having to apply multiple filters.

    1 vote
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  12. Edit Email When sending Work Orders

    When sending a work order directly, it would be beneficial to be able to remove or customize the verbiage that is included in the email.

    1 vote
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  13. 1 vote
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  14. Percentage Rate Viewing Budgets

    It would be incredibly beneficial to be able to have the percentage rates visible on my budgets outside of the editing view. It makes it difficult to have to select edit any time we want to know what the specific percentage rate is on a line item.

    1 vote
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  15. Change Color of Lists & Tasks

    It would be beneficial to have the ability to change the colors of our list view & tasks. For example, the colors blend too much when you have a lots of tasks which makes it easy to mark complete because there is not enough differentiation.

    1 vote
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  16. Adjust Column Height

    It would be beneficial to have the option to adjust column height on reports & the dashboard.

    1 vote
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  17. Make duplicate a feature that is togglable

    We would like to disable the new duplicate feature. We have users hitting it by accident and it is causing issues because records are getting duplicated in QB

    1 vote
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  18. Adding top 5 Vendor Emails

    It would be beneficial to have an area where we could add our top 5 Vendor emails.

    1 vote
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  19. MORE FEEDBACK FROM NIMBUS ON UPGRADES

    I catch myself looking through this site on a bi-weekly basis hoping that there has been some reply from Nimbus on when these users' awesome ideas will be implemented. I even spend time telling some users how to accomplish what they want done. It is frustrating to see a company only spending time and resources updating their own website and logo to attract new customers rather than improving what they already have and offering support and feedback to existing customers!

    Please nimbus, I personally choose you because in the beginning you listened and implemented. Dont become acculynx....

    1 vote
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  20. Company specific defaults

    When creating invoices, budgets and others. It would be helpful not to have to choose things like net 30 every time if that is true in 90% of the invoices your company creates. Or in budgets for commissions if your company is always a percent of gross profit and always the sales rep. In settings we should be able to have a company default setting for these things.

    1 vote
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