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. Like to see what docs/photos I attach to the email and be able to remove them before sending will be nice.

    Like to see what docs/photos I attach to the email and be able to remove them before sending will be nice.
    Now, I have to redo the email if I want to take out one doc in the attachment.

    1 vote
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  2. Sometime have to click twice and chase down the button to click in sub-window

    I am new to JobNimbus and found this very annoying, customer support told me this is what it is and no fix.
    It only happens inside sub-window, like editing a job, doing email, etc.
    When I try to click on a button, the sub-window content moved and I have to find the button again to click on it. Very inconvenience.
    Check box of who to send the email to have to click twice for the check mark to appear in the box.

    1 vote
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  3. 1 vote
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  4. E-signing - Company Logo

    When customer takes emailed link for e-signing, the logo should match the location of the customer (not the parent company)

    1 vote
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  5. One way sync from Google Calendar to JobNimbus Calendar

    Would like to set up a one way calendar sync from Google Calendar to JobNimbus Calendar, so that JobNimbus Calendar events are not populating on Google Calendar.

    1 vote
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  6. Add Sales Rep identifiers as fields that sync with Sales Rabbit.

    User would like the ability to tag SalesRabbit leads to multiple different Sales Reps who are not JobNimbus users.

    1 vote
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  7. Speed

    When you save something, the confirmation popup box pops up over the "close screen" " or "X". It would be cool if the popup was moved away from the X so I don't have to wait on it to fade or click an extra X.

    This might be a speed thing so it has time to save, but if it is saved and safe to move on, get it out of my way. Please. ha.

    1 vote
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  8. The ability to create a custom tab under contacts

    The ability to add a custom tab under contacts/jobs.

    1 vote
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  9. 1 vote
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  10. 1 vote
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  11. Export/Import product list to/from Excel for editing

    Export/Import product list to/from Excel

    3 votes
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  12. User would like start/due times included in the daily Task Reminder email notification.

    User would like start/due times included in the daily Task Reminder email notification. At the moment only a list of due/overdue tasks are included and must be selected for user to see what time that day they are/were due.

    1 vote
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  13. 2 votes
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  14. Zapier able to pull contact info when triggered from a Job

    Zap trigger based on a job status, but to pull info from the contact

    1 vote
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  15. Restore Account to a previous date

    The capability to restore deleted automations, custom fields, and workflows.

    1 vote
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  16. change defaulted task options in Jobnimbus

    allow access to change default task type to appointment

    1 vote
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  17. Global Dropdown window

    the apple wheel is horrible on the mobile apps. (I have to fight to get it to land & stay on my selection) I would like the dropdown window like what is on the PC (on-line) version to be global on any device.

    1 vote
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  18. Auto Assign Contacts at a Certain Status

    To have an automation auto assign a team member to a contact at a certain status.

    1 vote
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  19. Duplicate Estimate to relatedr Contacts

    The ability to duplicate a quote to a related contact.

    We are a fence contractor. Often times, we meet with one home owner who initiates contact. From there, one or multiple neighbors may jump on board.

    It would be great to duplicate the quote, and select a related contact at the top, thus allowing us to split the project by neighbors more seamlessly and efficiently.

    1 vote
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  20. Better User Interface

    Improved User Interface on web

    11 votes
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