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. notifications on the tabs for each contacct

    if I upload documents or photos to a contact, I can't tell they have been uploaded without actually looking.

    The tabs: activity, documents, photos, etc. should have a number next to each one so I can see with just a glance if there are any items in that section.

    Example:

    Activity (10), Jobs (0), Tasks (0), Documents (4), Photos (59)

    1 vote
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  2. on invoice and work order pages

    could i get the phone number and email address on the invoice just under the name and address of client ??

    1 vote
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  3. documents

    i really wish we could click on the picture of the downloaded document to open it (like we use to be able to) rather then downloading every time we want to look at a document...

    Thanks

    1 vote
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  4. Product service update

    When I update a price or product information it would be nice if the templates automatically updated instead of me having to go in and redo every single template because the price change doesnt update automatically

    1 vote
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  5. Access to Custom Fields for Integrations

    User would like JobNimbus to allow 3rd-party integrations to access Custom Fields.

    1 vote
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  6. Ability to add a line item without adding it to company product and labor catalog

    Sometimes I want to add a line to an estimate or to an invoice that is unique and rare and i don't want to fuss with adding a new item to our product/labor offering.

    2 votes
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  7. Fillable Contact Form Template

    User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact

    1 vote
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  8. E-Sign Estimates

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

    1 vote
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  9. Kits- Ability to add materials and Labor for a particular item(Deck). Add the Kit to estimate and adjust numbers based on size

    Kits- Ability to build materials and/or Labor for a particular item ( I.E. Deck). Add the Kit to estimate and adjust numbers based on size

    1 vote
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  10. Expanding on vendor workflow

    Would like to see vendors function the same as subs where you create a vendor in a workflow and have the option to assign via a dropdown

    1 vote
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  11. 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

    1 vote
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  12. notifications

    send a notification when a customer e signs a document.

    2 votes
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  13. Drop down selections on the Photos and Documents tabs

    If Document is selected, whether its a pic of a document or not, will still file that under the Document tab.

    1 vote
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  14. assending tasks

    It would be nice if we could change the direction of the tasks in customers account. Oldest to newest or newest to oldest, by choice for just me or all to see.

    3 votes
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  15. 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'

    1 vote
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  16. Onboarding Call - Getting Setup

    Have a personalized on boarding call at the beginning, and then an annual one with long term companies.

    Webinars and videos are nice for general annoucnments, but it is nice to check in with a company and make sure they know what is going on and utilizing everything. To be honest, most email updates get ignored because they come so often and we are busy, that we don't even know all of the features available unless we stumble on to it.

    3 votes
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  17. 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

    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.

    1 vote
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  19. the ability to be able to delete multiple tasks at one time

    when I want to delete a task I have to do it one at a time. There is no report that is created when a task is created so I can't go in and do the advised "bulk item" deletion that you had advised in your support area. I would really appreciate some support in regards to deleting multiple tasks inside the "My Tasks" area of my task list. Thank you so much for your help and I hope to hear back from you soon.

    1 vote
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  20. Easier access

    I need the eagle view prior to adding contact, how do get it so I don't have to enter contact. Please and thank you

    1 vote
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