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. Job numbering

    I would like for all my financial tab assigned numbers to be a function of the Job#. Having a Budget/Estimate/invoice#, etc. be the same as the Job# can be quite confusing.

    1 vote
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  2. E-Sign Estimates

    Option to have customer e-sign estimates sent to their email for approval.

    2 votes
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  3. Can we download a cvs file of contacts into lead reports?

    I have a ton of contacts and didn't want to add them one by one can you help

    2 votes
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  4. Out of Office auto email reply through JobNimbus

    Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.

    Thank you!

    3 votes
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  5. Tasks listed on dashboard newest on top

    New tasks ideal on top of list as opposed to oldest on top.

    1 vote
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  6. a way to email customers of estimate date

    I would like when we change the customer from a lead to a scheduled estimate for our salesman that it would generate an email to the customer with the date and time of their estimate as a reminder.

    1 vote
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  7. Warnings on Updates

    Users would really appreciate it when an update comes out that might affect their usage of JobNimbus. The Newsletter is great, but something more immediate would be appreciated.

    2 votes
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  8. Less figure button clicking-scrolling

    Old J.N. use to go back to the original opened document after closing.
    So, If I now scroll down mid screen and open a document and then close it, the screen will go back all the way up to the top, thus losing my original lookup document location.
    It's a hazel figure button clicking scrolling over and over.

    1 vote
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  9. Automation moving to a different status

    It would be great if that when you invoiced a job in JobNimbus the status was able to automatically change to pending payment. If there is away to do this that would be great and save time.

    1 vote
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  10. When creating an automation

    It would be great if when entering an automation for payment if there was a way to have the automation deduct against invoice resulting in an invoice with a zero dollar amount can be moved to a different status.

    1 vote
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  11. The ability to have a job in 2 statuses at the same time

    For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.

    1 vote
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  12. percentages in budget report

    Please add fields for gross profit and net profit percentages to the Budget report. this way we can calculate a running percentage.

    What would also be very helpful would be to have the ability to add the project type and status to the budget report so we can run profit reports on specific types/status'

    2 votes
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  13. time tracking in mobile app

    Can track time on desktop app, but can't track time on mobile app? Seems odd. And also seems that it would be of significant importance. So much double-entry already!

    1 vote
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  14. app notifications

    My team and I all get the app notifications, but as soon as we click on the notification, it sends us to the last page we were on. It would be great if the notification would take us to the task or event we are being notified about

    2 votes
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  15. Claim Number Search

    We work with insurance, being able to search by claim number would be SO HELPFUL.

    3 votes
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  16. Time entries should be editable

    The job report should have the ellipsis that would allow you edit or delete incorrect time entries. Currently, it's nearly impossible to fix a mistake.

    1 vote
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  17. Time report should have a Jobs Column

    If we had a Jobs column one could group by jobs and hopefully subtotal time by jobs

    1 vote
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  18. On sales board...a way to click 1 rep only

    Having multiple reps like 15, I would like to be able to click a button and isolate on one rep. The jobs where their appointment is not set, the jobs were they have estimates out Etc this would help in a quick visual to see the progress of each sales rep.

    2 votes
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  19. Adding a note that would reflect across the customer's entire record

    When you add a note to a job, wish it would reflect on the main customer record screen without having to go to each job and see what notes have been added

    1 vote
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  20. For those of us that like streamlined performance

    Install a back to top button either at the bottom or static on the page

    1 vote
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