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. Search by phone

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

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. E-Sign Estimates

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

    4 votes
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  3. Save Sales Dashboard Settings

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

    1 vote
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  4. adding items

    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.

    3 votes
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  5. 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.

    2 votes
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  6. 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).

    7 votes
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    Gathering Feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make certain boards only visible to certain employees

    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.

    1 vote
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  8. At mention all users in a note.

    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.

    1 vote
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  9. Reports for individual contacts

    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.

    2 votes
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  10. Assign an entire group to a job/contact

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

    2 votes
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  11. Bring us into the 21st Century with forward-thinking design and development

    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?

    1 vote
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  12. Delivery Date entry for Material Orders

    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!

    3 votes
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  13. Insert template field

    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

    2 votes
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  14. usps

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

    1 vote
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  15. Print email option

    The option to print any/all emails within JobNimbus.

    1 vote
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  16. Open attachments in separate window

    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.

    6 votes
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  17. Access Profile Setting for Attachments

    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.

    1 vote
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  18. Status- Open when recipient opens a financial document sent to them

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

    1 vote
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  19. 2 votes
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  20. Improve Navigation

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

    5 votes
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