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. @mentions issue

    When receiving a push notification on our phones from mentions, it opens jobnimbus but does not go to the profile or note. You have can only do that through email. This is a bit cumbersome.

    2 votes

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  2. Add Other Address to Tasks

    We would like to be able to add additional addresses to a task; such as an additional task field to manually input a task if the address is not associated with a specific contact.

    3 votes

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  3. I think it would be really cool if JobNimbus had similarities with Social Media like Notifications and things that display on the dashboard

    I know we get emails, but instead of going back and forth it would be cool if there was a notifications bell to directly see "this person tagged you in a note" ... things like that. It would be a list of your most recent notifications to directly get to them without flopping back and forth. I would imagine it would make tasks and workflows more easy and streamlined

    1 vote

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  4. Custom field for URLs on Jobs

    Make it so we can create our own fields where we can put a website URL.

    1 vote

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  5. Pinning Notes

    Ability to pin important notes at the top of the activity section.

    1 vote

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  6. notification

    Receive a notification when a contact status changes

    1 vote

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  7. Add Margin Adjustment to Templates

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

    4 votes

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  8. 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.

    5 votes

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  9. print notes

    Provide a way to print the expanded version of all notes at time time instead of just the shortened or abbreviated version that displays in the activity section.

    2 votes

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  10. 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.

    4 votes

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  11. boards

    It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.

    1 vote

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  12. GDRP certification

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

    7 votes

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  13. 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.

    3 votes

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  14. 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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  15. 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.

    13 votes

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  16. 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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  17. Use existing subject when replying to an email with a template

    Keep/maintain/use the existing subject line when replying to an email with an email template.

    Currently users have to copy the existing subject to their clipboard before selecting the template, then paste the original subject back in after the template has overridden it.

    1 vote

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  18. Multiple Calendars

    We would like to have the ability to break out calendars out by task/event type. This would alleviate a lot of the visibility issues. IE: 1 calendar for tasks 1 for appointments 1 for scheduled jobs 1 for work orders etc

    1 vote

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  19. Change Font Back to Original

    The new font since the most recent update makes the site difficult to read; it'd be beneficial to have it back to the way it was.

    1 vote

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  20. Automation for Tagged Team members

    It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.

    1 vote

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