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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!

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1259 results found

  1. Search P&S by unit of measure

    Have ability to search Products and Services by typing in units of measure and have it populate the different products in that measure to select and create a quick estimate.

    3 votes

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  2. A la carte estimates

    Customers can pick their options on the estimate before signing it.

    3 votes

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  3. 3 votes

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  4. User friendly new mobile app

    The new mobile app needs to be user friendly- the default needs to be upload documents not photos, documents are more important. Al in all, uploading documents to the new app needs to be more user friendly.

    3 votes

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    Viewed  ·  0 comments  ·  Admin →
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  5. Archived Card Count displaying whole number

    Would like to see the full number of archived cards at the top of an archived column on boards. If the count is more than 3 digits, it gets cut off

    3 votes

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    Planned  ·  0 comments  ·  Admin →
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  6. Ability to change default fields

    Ability to change default fields

    3 votes

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    1 comment  ·  Admin →
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  7. Implementation of SSO

    Would like the option to use Single sign-on (SSO) for signing into JobNimbus

    3 votes

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  8. Conditionally Required Custom Fields

    I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.

    3 votes

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  9. Increase Font Size in App

    It would be beneficial if the font-size within the app were larger, or editable to avoid mistakes.

    3 votes

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    Viewed  ·  0 comments  ·  Admin →
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  10. Move Purple Help Button

    It would be better to have the purple ? features icon just above the blue chat icon instead of in the bottom right corner

    3 votes

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  11. Shorter Filenames for CompanyCam Photos

    Photos that sync over from CompanyCam have crazy long filenames. This makes photo reports look terrible because there will be several lines of text for the names. If I share a photo via CompanyCam and then someone clicks into the link and views/downloads individual photos, then it does show those crazy names in the URL. However, if I select download all photos and put in my email, CompanyCam will send a zip file that contains the photos with normal names when unzipped. Please update the integration to pull the shorter names.

    2 votes

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  12. Update New Sales Experience Cover Page

    Add ability to update company info in the New Sales Experience. Changes to company phone number and email addresses do not sync to NSE.

    2 votes

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  13. 2 votes

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  14. Not Require Adding a Phone Number and Email when adding a Contact.

    On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.

    2 votes

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    1 comment  ·  Admin →
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  15. The ability to auto-save to avoid progress loss from glitches.

    The ability to auto-save to avoid progress loss from glitches.

    2 votes

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  16. Require users to change their password every 90 days

    Require users to change their password every 90 days

    2 votes

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  17. Have the option to assign a sales rep to a contact when creating a Job in Jobsv2

    I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.

    2 votes

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  18. Select Address or Name on New Jobs

    When I create a new job, it automatically pulls the contact's address into the job's name. I would like the option to toggle address or name as the job name.

    2 votes

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  19. Add Job ID in Name

    I would like to have the option to automatically include the job ID as part of the job name. This would make it easier to search in JobNimbus and also in QuickBooks after syncing.

    2 votes

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  20. Insights Showing Deleted Data

    I would like it if Insights didn't reflect data for things that have been deleted.

    2 votes

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