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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.

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282 results found

  1. Download PDF of Proposals

    Add option to download PDF of Proposals so they can be saved and printed.

    18 votes

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  2. 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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  3. Remove "Supplier Catalog" From Estimates

    As the "supplier catalog" option requires integration with a supplier, the user would like the ability to disable the field on his estimates. It can be confusing to his team members since it is one of the first options on the estimate as you fill it out.

    3 votes

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  4. Fix PDF view/Printed estimate format

    When we attach photos or have estimates over 1 page the page breaks cut off photos or cut text off halfway through. For being a document that could be signed, it doesn't look good if it needs to be submitted to a court.

    10 votes

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  5. The ability to enter a profit margin on the estimates and have the cost auto populated.

    The ability to enter a profit margin on the estimates and have the cost auto populated.

    2 votes

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  6. 1 vote

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  7. add multiple estimates to a proposal

    add multiple estimates to a proposal

    1 vote

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  8. Edit estimate format

    Add more formatting options for estimates to avoid unnecessary page breaks, or page breaks in the middle of a line of text

    6 votes

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  9. The ability to view related documents and photos on mobile app.

    The ability to view related documents and photos on mobile application.

    7 votes

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    1 comment  ·  Admin →
  10. The ability to use beacon on the smart estimates

    The ability to use beacon on the smart estimates

    2 votes

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  11. 2 votes

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  12. Make Estimate Templates Look Different than Estimates

    When you create an estimate and select a template, it looks similar to the estimate template edit screen. Some of the users accidentally edit the estimate template instead of the estimate so it throws off the numbers when attempting to convert them into invoices.

    2 votes

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  13. Ability to set default to 100 items per page instead of 5 per page

    Ability to set default to 100 items per page instead of 5 per page

    92 votes

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    Hello!


    You may have noticed that the system now remembers how many items you select in viewing pages such as the activity tab in job/contact details pages. 


    Thanks for voting on this improvement!


    -The JobNimbus Team

  14. The ability to have sticky filters on dashboard task list.

    The ability to have sticky filters (aka change the default filter and have it stay) on he task report on the dashboard.

    2 votes

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  15. Contacts and Jobs

    Having the different contacts and jobs records can get confusing when you are trying to attach things like work orders to one record, but meant for it to go to another. It would be nice to have the contact and job records work a little better with one another.

    1 vote

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  16. 1 vote

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  17. Show "Most Recent" Contacts in App Again

    The old app used to show the "Most Recent" contacts at the top when filtering that would include the most recently changed, but now it's only the most recently added. Would be nice to be able to view the most recently updated contacts again.

    1 vote

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  18. Update to JobNimbus Payment Screen for custom amounts

    Right now when a customer clicks to pay through their invoice a box pops up for them to enter their method of payment and then they click next to complete the payment. Often we have clients that want to make a payment of a different amount than what is on their invoice. In order to do that they have to click the back button and then they can enter in the amount they want to pay.

    I include these instructions in my emails to clients but often they are overlooked and their are no instructions on the payment screens as…

    2 votes

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  19. Hide Line Items on Smart Estimates

    Hide line item amounts or be able to make that part of the Smart Estimate Template for my sales team

    3 votes

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    Completed  ·  2 comments  ·  Admin →
  20. The ability to assign phone numbers to locations with Engage.

    The ability to assign phone numbers to locations with Engage.

    1 vote

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