JobNimbus Feedback

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I wish JobNimbus had...

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  1. Multi-Rep Selection

    At present, only one rep is selectable; would be nice if it was a dropdown list to select at least two to trigger tasks to both etc.

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. JOB NUMBER COLUMN IN WORK ORDER SECTION

    In the work order tab/section could you add a column that shows what work order it is ( 1of4 or 2of4 ....etc).

    1 vote
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  3. Some of the tasks entered on the computer are not syncing with app

    Some of the tasks entered on the computer are not syncing with app. This is a fairly serious problem

    1 vote
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  4. Stay in the screen you are working in

    It is pretty aggravating how when you are working in the customer account anything you do job nimbus always takes you back to the customer activity page.

    1 vote
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  5. Change Document Display Format

    This removes the ability to copy text from the document.

    1 vote
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  6. 1 vote
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  7. HIGHLIGHTING AND FLASHING TEXT FEATURE

    When I create a related contacts for a customer, I wish within the description field you could HIGHLIGHT or make something flash or stand out for that related content. I put important information in the related content record and in the description field. i want it to be able to stand out.

    1 vote
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  8. Paid Commission breakdown for each commission line item

    The option to see partially paid commission on the commission report. We have 3 commission line items and the commission will only show as paid if all 3 line items have been marked as paid

    1 vote
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  9. an option to remove the time from date created on reports

    I want the option to remove the time created from reports.

    1 vote
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  10. Auto assign jobs at certain job status

    Would like the ability to auto assign jobs to sales reps once the job reaches a certain status in the job workflow

    1 vote
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  11. Emails split between contacts

    We have customers that we do several different things for at several different addresses. To keep them separate we create a separate contact for each address. However all the emails associated with one email address upload into all the contacts that have the same email address. This feature is very dangerous for us. We have almost done work for customers that was not necessary because the signed contract was for another address. It also makes it very hard to make sure that all the information is accurate and for the correct address. I know the contact # is on the…

    1 vote
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  12. A comment when completing a task

    When one clicks on a task to mark it complete, it would be very useful if you would get a popup window with a Comments section, a Cancel button and an Accept button. It would be nice to collect final notes when closing the task and also provide the opportunity to cancel if you clicked the Completion checkbox by accident.

    1 vote
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  13. Multi-line text fields as an option for custom fields.

    We have a Custom field in the Job for Driving Directions. It often takes several sentences to navigate back country roads or get to a new house in the country that is not yet on Google Maps.

    1 vote
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  14. Training Mode

    It would be great if we could have users operate the system in a training mode. My idea is that it would allow them to access and do everything as if it were operating normally, but it would be accessing it on a different group of servers that don't alter any of the data on the regular servers. This would allow for full functionality to provide people with hands-on training, but it wouldn't "jam up" the legitimate system. Our only other option is to create a mirror-image on another subscription, but that would be a time-consuming undertaking and we'd have…

    2 votes
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  15. Primary & Secondary Lead Sources

    Have the ability to have primary and secondary Leads to better track from the big picture and then be able drill down into the specific details for marketing and budgeting purposes.

    Example:
    Primary Lead = Internet
    Secondary Lead = Website - Contact Us
    Website - Free Estimate
    Angie's List
    Facebook
    Google

    Primary Lead = Branding
    Secondary Lead = Apparel
    Company Pens
    Truck
    Yard Sign

    1 vote
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  16. Estimating

    Was able to add items without adding them to the bank/memory. Could just add them without making them permenant.

    1 vote
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  17. a cool feature

    Being able to store contracts as template types and having customer signature options so we can send it, they could sign and send back.

    1 vote
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  18. Automate document creation

    I would love to take a customer who has agreed to a proposal to move to a new status that triggers document creation from a template like a contract etc.

    1 vote
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  19. locks up

    doing a material order. can change qty and other stuff but will not save.
    on desktop.

    1 vote
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  20. Online Scheduler On My Website

    I would like to offer online scheduling on my website. Has JN thought of creating an interface for this?

    2 votes
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