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. Add Contact column to the Activity report for Filtering and Sorting

    The Activity report currently has no Contact column available which would allow sorting and filtering by Contact. This would also allow reports to be generated for individual Contacts.

    1 vote
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  2. I wish the email feature was a "Do Not Reply" system

    When an email is sent through Nimbus to a company email through activity note, or @mention and it is replied to , the system duplicates the information and it grossly cloggs up the activity notes. A 1 or 2 word reply can take up an entire screen due to email signatures and the original content.

    If the emails were sent as a DO NOT REPLY, then people would be forced to create a new activity note and keep the system neat and organized.

    Attached is a 5 word reply that is unnecessary.

    1 vote
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  3. I wish the email feature was a "Do Not Reply" system

    When an email is sent through Nimbus to a company email through activity note, or @mention and it is replied to , the system duplicates the information and it grossly cloggs up the activity notes. A 1 or 2 word reply can take up an entire screen due to email signatures and the original content.

    If the emails were sent as a DO NOT REPLY, then people would be forced to create a new activity note and keep the system neat and organized.

    Attached is a 5 word reply that is unnecessary.

    1 vote
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  4. Job numbering

    I would like for all my financial tab assigned numbers to be a function of the Job#. Having a Budget/Estimate/invoice#, etc. be the same as the Job# can be quite confusing.

    1 vote
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  5. Tasks listed on dashboard newest on top

    New tasks ideal on top of list as opposed to oldest on top.

    1 vote
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  6. a way to email customers of estimate date

    I would like when we change the customer from a lead to a scheduled estimate for our salesman that it would generate an email to the customer with the date and time of their estimate as a reminder.

    1 vote
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  7. Less figure button clicking-scrolling

    Old J.N. use to go back to the original opened document after closing.
    So, If I now scroll down mid screen and open a document and then close it, the screen will go back all the way up to the top, thus losing my original lookup document location.
    It's a hazel figure button clicking scrolling over and over.

    1 vote
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  8. Automation moving to a different status

    It would be great if that when you invoiced a job in JobNimbus the status was able to automatically change to pending payment. If there is away to do this that would be great and save time.

    1 vote
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  9. When creating an automation

    It would be great if when entering an automation for payment if there was a way to have the automation deduct against invoice resulting in an invoice with a zero dollar amount can be moved to a different status.

    1 vote
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  10. The ability to have a job in 2 statuses at the same time

    For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.

    1 vote
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  11. time tracking in mobile app

    Can track time on desktop app, but can't track time on mobile app? Seems odd. And also seems that it would be of significant importance. So much double-entry already!

    1 vote
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  12. Time entries should be editable

    The job report should have the ellipsis that would allow you edit or delete incorrect time entries. Currently, it's nearly impossible to fix a mistake.

    1 vote
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  13. Time report should have a Jobs Column

    If we had a Jobs column one could group by jobs and hopefully subtotal time by jobs

    1 vote
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  14. Adding a note that would reflect across the customer's entire record

    When you add a note to a job, wish it would reflect on the main customer record screen without having to go to each job and see what notes have been added

    1 vote
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  15. For those of us that like streamlined performance

    Install a back to top button either at the bottom or static on the page

    1 vote
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  16. Optional Template Options

    User sometimes has work orders with scheduled times. He then uses an automation to send an email with information about the work orders scheduled date and time. If the user does not assign a scheduled time, the template defaults to using 12am even though the work order scheduled time is blank. User would like to set a default for the template field if it's empty rather than it defaulting to 12am.

    1 vote
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  17. Reports for individual contacts

    I want to be able to export to a CSV or Excel file an Activity report and a Tasks report for specific Contacts but there is currently no way to do it. It would be nice to be able to export on the Activity and Tasks tab as well as in the Reports section.

    2 votes
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  18. Assign an entire group to a job/contact

    User would like to be able to assign an entire group to a contact instead of each team member individually

    2 votes
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  19. Insert template field

    Task Start date in Insert template field is showing time as well and I don't want it to.
    This is in an email template

    2 votes
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  20. Section totals

    Would like to see section totals

    4 votes
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