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. 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

    4 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Download All Unique IDs

    Please make the unique ID (the random letters and numbers) generated and added to the end of the file name when download all the photos more professional.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Track COIs - Vendor/Contractors Certificates of Insurance

    Tracking subs COIs, Certificates of Insurance, is a timely, but necessary part of contracting. It would be incredibly helpful to have this an option for all of us. I know that other CRMs allow for it.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Adding a insert template field for personal signatures

    the ability to choose an insert template field for different signatures

    2 votes

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    Gathering Feedback  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. Undo Button

    Quick undo button added to the JobNimbus, so that if a calendar event is moved by mistake i can hit undo and it'll come back.

    2 votes

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  6. View only access profile option

    Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Document Signatures -Choosing where the document signature line goes on the document.

    I would like to choose where the signature line is placed on the document

    2 votes

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  8. Red Flag or Identifier to show when a customer sent in a new email.

    WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.

    2 votes

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  9. Change the location of company documents

    Logo isn't liking the location of where company documents are.

    2 votes

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  10. 2 votes

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  11. Clock In/Clock Out Button in JobNimbus to Calculate True Cost of Labor

    Create a clock in/clock out feature to allow customers to track true cost of labor through reports.

    2 votes

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  12. Take Wide angle photos using the camera in mobile app

    Would like to be able to adjust parameters (take a wider angle) in photos taken using the JN app

    1 vote

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  13. Edit saved units in Products and Services

    User would like the ability to edit and delete a saved unit type and not add a new one.

    1 vote

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  14. Automations

    Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts

    1 vote

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  15. Job Template information

    Have the ability when entering a job for it to have a box to input email and for it to automatically populate when sending an email.

    1 vote

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  16. Show sum calculations of all invoices on the financials tab

    Allow the invoice section on the financials tab to be customized so that sum calculations can be added to the total, paid, and due columns

    1 vote

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  17. 1 vote

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  18. More info when searching

    Logo would like to be able to hover over the contact name to get a little more information to make sure their selecting the right contact or make the search bar a little bit longer.

    1 vote

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  19. Move/Hide Blue message icon

    Customer wants to be able to hide the message bubble icon. He stated that it is in the way on his screen.

    1 vote

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  20. Resize Images

    Ability to resize photo.

    1 vote

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