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. 1 vote
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  2. Setting a status to inactive and being able to run a report for all active statuses

    The option to set a status as inactive so that way when we pull reports for statuses or stages, only active statues show.

    1 vote
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  3. Section totals

    Would like to see section totals

    4 votes
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  4. Allow For Different Board Layout

    Would like the ability to stack statuses with a board. Viewing in Rows of 3 or 4 in each row instead of a long list of columns.

    5 votes
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  5. The option to change from english to spanish

    The option to switch a JobNimbus account from english mode to spanish mode.

    1 vote
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  6. Use same email address on multiple accounts

    We should have the ability to add a team member who is already set up with another JN account using same email address. There could be a prompt when logging in to select which account this person wants to access.

    1 vote
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  7. 1 vote
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  8. Board filter with "or" logic

    Board filter with "or" logic, example: if I want to see contacts that I'm either a "sales rep" on or an "assigned to" on, I'd like to apply filters to see both. When the "sales rep" and "assigned to" filters are both applied, I'm only seeing contacts where i'm entered for both fields

    1 vote
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  9. Add Contact column to the Activity report for Filtering and Sorting

    The Activity report currently has no Contact column available which would allow sorting and filtering by Contact. This would also allow reports to be generated for individual Contacts.

    3 votes
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  10. 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.

    3 votes
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  11. Create custom stages in job/contact workflows

    Customer would like the ability to create their own custom stages to attach to status in workflows.

    1 vote
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  12. Ability to see storage used

    There should be a way to see current storage usage, especially if you're a Basic or Pro user with a limited amount of storage.

    1 vote
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  13. Cant select time frame for reports in new sales dashboard

    Can't select time frame for reports - makes them pointless in new sales dashboard

    1 vote
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  14. Ability to request reviews and connect to review outlets like Google and Facebook

    It would be great to be able to send a review request out of JobNimbus via text message or e-mail to your selected outlet that you desired.

    1 vote
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  15. Add Last Name To Job Number

    I would LOVE it if we could have a modification to our Job and Invoice numbers.

    Some users would probably like to add a City or State to theirs.

    If you're still using the auto-progressing default numbers, you still keep things unique, ie. Smith-1234, Johnson-1235, Lee-1236, Atlanta-1237.

    This would also help TREMENDOUSLY for customers that we build an estimate or invoice for, but need to download and email to another party (insurance adjuster, attorney, spouse, police department, etc). Since it would end up as part of the file name (JobNimbus-Estimate-#Smith-1234), it would make it easy for people to find and…

    1 vote
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  16. Product description

    If there was a different description box for each form type, estimate, work order material order when creating a new product
    when converting estimate to whatever form it would have exactly what you want for that specific form. would make life in this JN system so much easier and enjoyable!

    1 vote
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  17. notification when documents are e signed

    any type of notification via email or text, or task, or action required, or anything to let us know once a document is e signed by a customer

    6 votes
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  18. a company message board - messaging system

    We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.

    Integrate a Slack-like feature.

    7 votes
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  19. Group Jobs By Source in Boards View

    Within Job Boards, delineating the jobs shown under the different lists by grouping them vertically by source (preferably with a heading that shows the name of the source) would greatly increase readability.

    1 vote
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  20. Add a notes column to My Tasks list on the dashboard

    Would like a notes column added to My Tasks list on the dashboard

    1 vote
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