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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

780 results found

  1. The ability to change the final total of the estimates manually.

    The ability to change the final total of the estimates manually.

    1 vote

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  2. Allow Overall Markups on Work Orders

    Make an option to add an additional markup on Work Orders like there is on Estimates

    1 vote

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  3. The ability to filter insights by the date the estimates was moved to approved.

    The ability to filter insights by the date the estimates was moved to approved.

    1 vote

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  4. Provide Better Mobile Notifications

    With the new Notification update on 10/12/23, notifications now show less information. You must click on them to see what they're about. Emails for example don't have any preview until you click on the notification to open it.

    1 vote

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  5. Notifications for Text Messages or Automation Listeners For Texts

    The user was trying to figure out how to notify members of their team automatically when texts were coming in. Texts are not one of the notification options currently, so we considered making an automation, but automations do not have a way to "listen" for inbound texts.

    1 vote

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  6. Add option to view fees on invoices

    Add an option to view the fees again on invoices so that customers can see what the fees are when making a payment through JNP.

    1 vote

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  7. Rate the Client

    I would like a feature where we can give the client stars like a review to know which were the best clients that we have dealt with to be an easy search to use as references.

    1 vote

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  8. Auto-select custom fields based on lead source

    Automatically select a specific option from a drop-down custom field for leads sent through Zapier depending on where the lead is coming from (ie CBA, website form, etc).

    1 vote

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  9. Ability to Disable Email Notifications

    Currently, you cannot disable the email notifications when a customer replies to a JobNimbus email. Please allow this, I don't send emails from JobNimbus, instead, I CC my JobNimbus emails to my work email conversations. So all my emails are duplicated now.

    1 vote

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  10. Suggest email address (including custom fields) while drafting email.

    This is a suggestion specifically for the process of drafting an email. The desire is for the system to suggest or even autocomplete the email address or a custom field email address when the user is typing into the drafted email. The specific user had a custom field for an insurance carrier email address and wanted it to suggest or autocomplete while they were typing.

    1 vote

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  11. Zip code field

    When entering zip code in simplified view or general view, when changing to either view, city deleted itself but zip code remains. So either has to be typed manually or re-enter zip code to auto-populate the city again.

    1 vote

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  12. Be able to customize contact cards to have date last contacted

    Be able to customize contact cards to have date last contacted

    1 vote

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  13. The ability to pull user activity reporting.

    The ability to pull user activity reporting.

    1 vote

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  14. Add option for zero quantity on estimates

    We need to leave certain items in as options for our customers. For instance, when their roofing estimate includes an option to include gutters the gutter number may not be a part of the base estimate because it has not been selected yet, and providing two separate estimates is not efficient. When we zero out the quantities in the line we use to do the calculations and list the price in the description, that number whether in full or in part, needs to be excluded from the job total.
    Due to this calculation error, our number for the base quote…

    2 votes

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  15. Add option to add recipients to Proposals

    Add option to add recipients to Proposals when sending them via email

    2 votes

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  16. Job scheduling that can be copied to other days

    "when we are moving jobs, sometimes we actually want to copy the details to the next day. Like I could have a job that's running Monday, Tuesday, Thursday Friday - but right now, I can't make one job on Monday and copy it to Tuesday or Thursday. It may not be a whole week. Or it could be Monday, Tuesday, and Wednesday mornings only, I can't book it for both full days, but I don't want to have to manually enter it three times."

    1 vote

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  17. Remove team members from drop-down box when selecting sales rep

    Remove team members from drop-down box when selecting sales rep

    1 vote

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  18. Work Order - Add "Postponement" feature currently on tasks with email notification to Sub

    Currently, you can very quickly postpone a Task. Since we use Work Orders to schedule Subcontractors, it would be great to have this feature on Work Orders in addition to having a new email/text sent out to the Subcontractor. It would make rescheduling more streamlined.

    1 vote

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  19. Weather & Project Date - Project Tile options on Boards

    Boards is a huge advantage in the giant shuffling puzzle of project scheduling. I like that there is the ability to pick and choose what shows up on a project tile. I would love to have two new options I think would give a big advantage in this ongoing challenge: weather forecasts and project dates

    Project Dates: Being able to see scheduled install/repair date on project tile would give easier survey of upcoming projects at a glance without having to use both Boards and Calendar. I don't have a strong grasp on what the different use cases are for a…

    1 vote

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  20. The ability to remove the space between the address and the title on board cards.

    The ability to remove the space between the address and the title on board cards.

    1 vote

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