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. 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.

    3 votes
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  2. Calendar Pulls up Same Work Order image when clicking on 2 Different Tasks

    Calendar Pulls up the Same Work Order image when clicking on 2 Different Tasks

    2 votes
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  3. detect duplicate contacts via address

    detect duplicate contacts via address

    2 votes
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  4. Supply tracking

    It would be helpful to be able to track on hand supplies. This would be left over supplies from jobs that didn't need all of the supplies or materials that is kept on hand.

    5 votes
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  5. Make the website load faster

    it's too slow to load

    32 votes
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  6. More compatibility with Safari

    Chrome does not give us a one click option like safari, with safari I can save the dashboard page straight to our home screen but that option is not available with chrome.

    1 vote
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  7. Offline Version of JobNimbus

    I would like to see an offline version of JobNimbus. This could utilize a snapshot of the last update. This way we can still access contacts and tasks when servers are down or if we don't have internet connection

    1 vote
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  8. Suggestion for Terminology

    The repeated use of the same term should be avoided to prevent systemic confusion. If “status” is going to be used to describe a customer, than another term should be used to describe an invoice. Invoices could have “state” instead of status. Better yet customers could have “status(C)” . Invoices could have “status(I)” . That way it would be immediately clear which status you were looking at and more importantly automations would not be created that fail to do their intended tasks because the creator misinterpreted the values they were automating.

    1 vote
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  9. Forwarding Emails

    I would like the ability to forward emails into my team member profiles, and have them attached in the activity feed.

    2 votes
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  10. 1 vote
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  11. Updated Get Training link

    The Help link in the Dashboard left side Navigation bar pulls up the Need Help? window. The Get Training link should be redirecting users to https://support.jobnimbus.com/setting-up-jobnimbus

    1 vote
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  12. New update today and my print function is not working this afternoon.

    New update today and my print function is not working this afternoon.

    1 vote
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  13. Loading issue due to updating the website? Printing contact info differently

    We are having trouble with the links in the email connected to a contact. I don't know if the website is being updated, but it is creating and issue for us.

    Also we tried printing out a client's contact information and in the area's where there is not date set yet, the website put 1969/12/31.

    1 vote
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  14. The ability to clone an existing saved Material Order template

    This would allow us to clone and and create a new saved template without having to start completely fresh.

    4 votes
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  15. Full HTML coding in Notes

    Currently in Notes you are able to enter HTML coding but it will not read correctly for Links. <a> link</a> will not allow you click the link.

    1 vote
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  16. Archived Jobs/WorkOrders cards are still appearing on the board

    Archived Jobs/WorkOrders cards are still appearing on the board even after moving to an archived status

    1 vote
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  17. Payment Automation to Send Email to Contact

    I want to have a Payment automation that sends an email to the Contact. Currently there is no option to choose Contact as the recipient, only All Related Contacts.

    1 vote
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  18. Ability to select which calendar on Google that tasks sync with

    Currently, when syncing with Google calendar, tasks sync from and to JobNimbus with the primary calendar on the Google Account.

    It would be good to be able to select which calendar is synced.

    1 vote
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  19. Disable Chat from automatically opening up

    Ability to disable the chat bot from automatically opening

    1 vote
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  20. Drag Board view left/right to see all lists

    In Trello you can just click onto the Board view to move it left and right rather than having to find a scroll bar to move the screen. It's helpful to be able to quickly move across all boards just by clicking and dragging it.

    1 vote
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