General
282 results found
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Job Boards: Organize Work Orders by Type
Within the Job Boards, it would be very helpful to be able to filter the board to display results based on the Work Order Type.
For example, we have different work orders for specific types of jobs (Municipal in this case) that would be better to separate into a different Board. They might all follow the same workflow so we don't necessarily want to reorganize them that way.
1 voteYou can already do this by two ways:
1. When creating/editing a board, you can use the “Add Filter” option to set a filter for Type.
2. When adding or editing the lists, choose the type-specific statuses rather than the “All Workflows” versions, and it will be dedicated to those types instead. -
Job Nimbus needs end user documenation
Honestly, it's a bit inconceivable that there is no enduser documentation for JobNImbus. While the videos are great, the Confulence page has an outline for support which is not helpful at all. You have also disabled search in Confulence.
I can't tell you how much time I've spent trying to figure out how Products and Services sync with QuickBooks. Both trial and error and through tech support.
1 voteWe’ve updated the support and it is at https://support.jobnimbus.com/hc/en-us.
You can email support@jobnimbus.com if you have any other questions.
Thanks.
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Send email to JobNimbus
Wish I could print my email directly to JN. Instead I have to save as a PDF then attach.
1 vote -
Don't go to Page 1 of Task List after editing
So if I go to page 2 of my task list, and then edit one of the tasks, it takes me back to page one. Very frustrating!
3 votesWe just pushed this one out! You’ll now be kept on the same page as you were looking at when editing a task on the built-in report! Enjoy!
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Job types
Add multiple Job type under new jobs . Currently, we can make a custom field in the jobs but Like to have a drop down menu, i am a do environmental consulting and get multiple job types for same job. since some jobs require multiple type of testing. This will also help in invoicing, same drop down can be picked when invoice.
some jobs require multiple visits be nice as well if we can have multiple start and end dates base on job type.
1 voteJob types are restricted to one because they are inseparably connected to the workflow (statuses).
We recommend you use Work Orders to track multiple work types that you’re doing for a certain customer at a time, allowing you to essentially track different job types going on, and the individual processes for each. You can create boards for Work Orders, which is the best way to track your work towards completion.
If you don’t want to use Work Orders, you could also use Tags on the Job in order to specify different work that you’re doing for that job. Tags can be filtered in Reports, making it easier for you to find these jobs.
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Closing Rate by Sales Person Weekly and Monthly
Simple report that shows closing rate probably related to tasks so that we can see how many sales appointments they had and how many were closed.
1 voteYou can see close rates per sales person during any date range that you’d like by using the Sales Pipeline and Jobs Pipeline Reports in the Reports section on the left side.
We’ll have more built-in reports coming that will help you get an even better picture, so stay tuned!
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Be able to add to the drop down list for task, appointment, phone call, email
We would like to be able to pick from the drop down menu and say send proposal,, work order, order supplies, send invoice etc. not just the four listed above.
1 voteGood news! You can already create custom “Task Types”. Just head to your Settings and go to the “Task Types” tab, where you can edit existing types or create new ones to further segment your tasks. This feeds into reports so you can filter by task type, and more.
Enjoy!
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log status change in the Activity
When we change job status that should get logged in the activity with date and time stamp. That way job can tracked when and who change the status.
thank you
1 voteYou can see your status changes on the Activity tab by using the dropdown menu at the top of the activity section and changing it from “User Created” to “All”.
Enjoy!
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A document vault
where would can save blank forms, contracts, etc., accessible to everyone with a company license
2 votesThis is already a feature that you can enable in your Settings > Features tab. It’s called “Company Documents” and it’s a single folder where you’re able to add your company forms, contracts, etc. and anyone with a login can access them from the web app.
The one thing we’re working on is getting this built into mobile 2.0 so you can access these files from the mobile app in the field. Currently, they can be accessed by a mobile browser by logging in to app.JobNimbus.com.
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this feature
Attachments should attach only to the actual job in job mode not the contractor. As a subcontractor it makes it very polluted to have all the attachments there when I am looking at a job.
1 voteAttachments only attach to the contact or job you specifically uploaded them to. However, you can see attachments on related items when the “Related” checkbox is checked on the attachments grid. For instance, if you attach a few photos to a Job and then go to the Contact’s attachments, if you have the “Related” checkbox in the Attachments header checked, you’ll be able to see the photos from that related Job.
To prevent seeing these on the related items, just uncheck the “Related” checkbox on the Attachments grid once and it’ll stay unchecked for you.
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Fresh Start
I would like to start fresh. I haven't used it in a while and would like to have everything back as if it was my first time using it.
1 voteThe fastest way to get a fresh start is to just create a new account and get off to the races that way.
I would, however, suggest you edit your email address in your original account by amending it to include “+old” before the @ symbol (without quotes), that way you can use the same email address to set up the new account.
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Drop Down box annoyance
While scrolling to the bottom of a drop down box, if you scroll too far, the box closes. This can be quite annoying while scrolling through a large list of options.
(We currently use Apple Computers & Safari)
1 voteActually, one of our developers had some free time last night so he jumped on it and made some improvements. Let us know what you think!
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email sent/received logging
Need to be able to see history of emails sent and received on jobs without scrolling through the notes-very cumbersome....
1 voteTo see this on a per-job or per-contact basis, go to the Activity tab and use the dropdown to select “Email” to see just the email correspondences from that job.
To do it on a system-wide basis covering all of your jobs, you can create an Activity report in the Reports section and filter it by “Activity Type: Email” and that’ll get you a list of all emails sent and received on your jobs.
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Need to pull all pictures out at once
When the insurance Company or whomever needs all pictures it's too time consuming to pull each picture out one at a time. We are pushing people to use Google Drive and Dropbox.
1 voteUsing the Job Share function, your recipients will see a “Download All” button where they can get all the attachments at once. Enjoy!
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Sales Pipeline Report
I would like to use our own field, "Contract Amount" to fill the "Sold Revenue" column. Can you allow us to select one of our created fields? We don't currently use the estimating or invoicing portion of JobNimbus so I get a column of zeros.
1 voteYou can already choose your own custom field in the Sales and Jobs Pipeline Reports.
If the field you have is on your Contacts, use the “Amount Field” dropdown at the top of the Sales Pipeline report to choose the field.
If the field you have is on your Jobs, use the “Amount Field” dropdown at the top of the Jobs Pipeline report to choose the field.
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the ability to change a payment amount or remove a payment amount.
The ability to change a payment amount or delete payment from an invoice.
1 voteYou can edit or delete payments you’ve already added to an invoice by doing the following:
1. Go to the invoice page (click on the invoice number on the Financials tab)
2. Scroll down to the bottom of the page to the Payments table
3. Put your mouse over the payment you want to edit or delete and use the action menu (gear icon) to make your selection.Let us know if you have any more questions on this or anything else!
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1 vote
If you have Google Calendar, you can connect to that with your account, or you can use a calendar subscription link to have view-only items on your calendar on Outlook, iPhone Calendar, etc.
Just head to your account, go to your name at the top right, and choose “My Info”. Find the Google Calendar sync section by scrolling down, or use the link at the bottom of the window to subscribe.
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2 party feature on invoices
Recently i've had to invoice property management groups that have wanted both the job location and their business address on the invoice for accounting purposes. Is there a way to do this or add
1 voteWith Jobs turned on, in most cases the Job location is the Job Address and the business address is the Contact Address in JobNimbus.
With that, you can customize the Invoice template to include both the Job Address and the Primary Contact Address information at the top.
You can create a new template or edit an existing one to do this:
1. Go to Templates and edit (or create) the invoice template
2. Click on the “Customer Info” section near the top to edit.
3. Put your cursor where you want the Job Address to appear
4. Use the Insert Template Field menu in the toolbar to select the Job.Primary Contact item and insert the Address Line 1 & 2, City, State, and Zip Code there.
5. Save this section, then click Save Template at the top of the template editor and you’ll be good to go.If you’re still…
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More Estimate Functionality ( multiple items )
Ideally, we would be able to select what to display per line item ( qty, cost, price, markup ). Options for what is displayed to customer aren't necessarily the same as what we want to see when filling out the form. In other words, we could truly use the Estimate form for estimating the Cost and Bid price of a job. This would address multiple issues with how to present information to customer.
Most of us have or still are doing this in Excel, with the result being a nicely formatted proposal to save as a pdf. WIth the current…7 votesWe just updated our estimating and invoicing system to include Sections, which you can use to hide certain items or their totals. Give it a try and let us know if this is what you’re looking for!
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a better video on emailing docs
the "downloading attachments" and "emailing attachments" videos are exactly the same. It would be helpful to upload a separate video for emailing attachments.
1 voteYour wish is our command! http://learning.jobnimbus.com/display/JNL/Emailing+Attachments
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