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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

1075 results found

  1. Tag Filters on Job Boards

    We would like to have a tag filter added to the options on our job boards.

    4 votes

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  2. Additional Jobs V2 Fields

    I would like to be able to add more fields to Jobs v2 (like Start and End Date) on the creation page of a job.

    4 votes

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  3. SQ Signature links to choose expiration time

    Customize times for signature links to expire- recent update for 7 days is too short and is inconvenient for the company to keep track

    4 votes

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    1 comment  ·  Admin →
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  4. 4 votes

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  5. Check Mark Tasks on Home Page

    Have the ability to check mark tasks on the home page

    4 votes

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  6. Product selection from authorization page

    Provide a selection of products on the authorizations page

    4 votes

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    1 comment  ·  Admin →
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  7. Create Email Groups for employees

    Send emails to groups created in JobNimbus

    4 votes

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  8. Ability to edit forms after saved

    Customer requesting to have the ability to edit forms after they have already been saved. this is useful for change orders, work orders and many other reasons and would be a massive improvement on how forms currently functions.

    4 votes

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  9. 4 votes

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  10. Document time stamp

    When a document gets uploaded to a contact or job seeing the date and time is needed.

    4 votes

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  11. 4 votes

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  12. Mass delete tasks

    Customer finds tasks annoying and wants a means to delete all tasks / multiple tasks, en-mass.

    4 votes

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  13. Automatically Resent Estimates to Show in Activity Feed

    When Estimates are sent for signature, there is a chance that the signing link will expire before the homeowner signs it. When that happens, clicking the link triggers the automatic sending of a new email. However, this doesn't currently add an activity in JobNimbus. It would be a lot more helpful if it created an activity that indicated it was a resend due to an expired link click.

    3 votes

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  14. AssistAI to Add Custom Lead Source

    It would be nice if it wasn't always "AssistAI"

    3 votes

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  15. NSE Customization of Colors throughout the Estimate

    Would like to be able to customize the color on the individual line items. We don't like that the grey color is there and want to change the colors.

    3 votes

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  16. AssistAI Appointment vs lead status

    When a lead is created with AssistAI it only goes to one status. Could be nice if it went to one status (Lead) if no appointment was scheduled, and a different status (Appointment scheduled) if an appointment was scheduled

    3 votes

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  17. Make related contact pinned to top of side bar on V3

    It is a bit frustrating to have to scroll down on the side bar (under the new photo) to find related contact. Would be nice to be able to re-arrange the order of the tiles on the right

    3 votes

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  18. NSE breakdown in the Mobile App

    Would like to have the same breakdown on the New Sales Experience estimate in the Quote Details Page on the app as well as the desktop.

    3 votes

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  19. Double Enter ACH Information

    When ACH payments are put in, and the customer put in incorrect account or routing information the return causes an enormous headache that has made people churn from JobNimbus Payments.

    3 votes

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  20. Engage - Group Texts

    Referrals from adjusters that want to be included in the text so they are needing to send texts outside of engage now

    3 votes

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