I think that can be considered as bug. I cant imagine a CRM doesnt have the feature of searching by phone number or email

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

Allow the view of the sales dashboard to remain in between logins.

It would help tremendously if when I starting typing the item the description would show up rather than the name. Most of my items are sku # for materials and abbreviations for Labor. so it makes it difficult to find the correct one I'm looking for.

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.

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

Right now you can make a board visible to "only me" or "all team members". I would like it to at least have the ability to only show it to specific access profiles - at best specific users.

Same thing would be nice for reports too.

To be able to @ mention multiple team members at the same time in a note instead of having to type each of their names individually.

I want to be able to export to a CSV or Excel file an Activity report and a Tasks report for specific Contacts but there is currently no way to do it. It would be nice to be able to export on the Activity and Tasks tab as well as in the Reports section.

User would like to be able to assign an entire group to a contact instead of each team member individually

Reports can't cross reference tables much. Bulk updating fields is very limited. User interface leaves a lot to be desired. Loads slow. Dashboard is boring and quickly cluttered with endless tables. No charts or graphs. And these are just basic things. It would be nice if the company actually started thinking like a roofing company in the 21st century. What tech is available and how can it serve your customers? Should you hire programmers that are capable of more? What is preventing you from making JobNimbus an excellent tool?

We order roofing materials and frequently want them to be delivered on a specific Delivery Date. Can you please add that? And make Delivery Date a Report Column as well please.

Thank you!

Task Start date in Insert template field is showing time as well and I don't want it to.
This is in an email template

Could we please get a USPS or Google Maps address verification added? It would cut down on ordering/address errors, as well as typos.

The option to print any/all emails within JobNimbus.

I need to be able to actually open and read an attachment. It doesn't zoom enough in the little window that it opens. AND I want to be able to keep it open while I click through the pages of the attachment.

User would like access controls to include the ability to prevent a user from being able to attach documents, photos, etc, to a job/contact.

When sending Financials like Material Orders the status will show sent, would like to see Opened when the recipient has opened the email

It is difficult to navigate compared to the software I used before.