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. Note Templates

    Would like to be able to setup note templates that would auto populate notes that are frequently used. For example when we start a job our foreman put in a note with the start date and crew name.

    1 vote
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  2. 1 vote
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  3. faster load times

    load times are slower than aol when using a dial up modem. I recommend we switch CRM's. The only value to this software is company cam integration.

    1 vote
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  4. Different profiles, same name

    Job Nimbus does not allow us to create profiles with the same name, even when we do not accept the suggestion of other profiles.

    It should read addresses and phone numbers to understand that there will be different people with the same name, but with different personal information. I don't want have to misspell someone's name to be able to add a customer to JN.

    1 vote
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  5. Adding a note that would reflect across the customer's entire record

    Right now, if you are in a job and adding information, and you add a note to that job, the note can only be seen when you are in that job. I wish it had the feature of seeing the note at the customer record level.

    1 vote
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  6. the option to

    Pull an Activity Report by Job #?

    1 vote
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  7. Add Calculation to Documents

    Add a function that allows formulas to be added to documents.

    Example 1: Create a document and insert an estimate. The add formula would take the estimate total and provide a monthly payment.

    Example 2: Create a document and fill out a material sheet from a document template. The formulas in the template create could create a material order sheet from the building details.

    1 vote
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  8. Have the page number options at the top of the attachments section

    I would like to be able to see the page options on top and bottom of the notes and attachments. The way it is now, you have to scroll all the down just to go to the next pages and sometimes I have to go through 5 or more pages to find an attachments I am looking for on my files.

    1 vote
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  9. 1 vote
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  10. Conditional Fields in Job and Contact

    The fields can be long once you add custom fields. It would be great to make the view smaller by only showing the fields that are needed.

    1 vote
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  11. Start Date/Due Date to show in the print screen for contact

    User would like the Start Date/Due Date to show in the print screen for contact

    1 vote
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  12. Square Footage Calculator

    We sell from roll stock it would be nice to have a square foot calculator built into the software. Not sure if that is something that is being discussed or if your main clients even need that but it would be nice and you would be able to market your software to about 45,000 print and sign businesses better.

    5 votes
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  13. faster load times

    delays when creating estimates that cause it to time out

    1 vote
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  14. job sheet date and time

    on a pdf job sheet it is not visible time that was allocated for the job, is there possibility to have that ?

    1 vote
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  15. On Invoices and Job Orders and Estimates

    I Wish we could edit the template to go by Job name instead of the number. It looks like that field is hard wired and we can't change it, but the name instead of a number would really help us out

    1 vote
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  16. Seperate area on the calander just for tasks

    I hate it that tasks show up with appointments in the calendar. Can we have a separate area for tasks that are not date dependent.

    1 vote
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  17. Listing of All my prospects in one report for my sales manager

    Print ALL of my 47 prospects in one long printout, sorted by "last updated" and/or last name and/or status...

    It only prints 1 page of 10 prospects/Jobs at a time, and is NOT sorting all 47 from most neglected to most recently updated...

    Shouldn't that already be working?

    1 vote
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  18. Group all like tasks together or make it a separate function to do this

    when you have a task and there are numerous people associated with another contact - I wish all of the tasks (like Get Certificate) were grouped together - if there are multiple customers associated with a contact, it is hard to find that task because you have to scroll through all of the people associated with that contact -

    1 vote
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  19. Photo attachment document was better

    You cannot move the photos around in a document and the photos are not in the order they were taken. Minimum request is to have the photos in the order taken. They show up in attachments in the correct order but not when you go to make the Photo Attachments document. VERY IMPORTANT and a big problem! We have requested this many times in the past and it is still a very big issue for us.

    1 vote
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  20. status tabs

    It would be great if the mobile app looked more like the desktop version. I would like an easier way to sort through the different status options that I've set up. I understand there are filters but it would be much more user friendly if there were tabs that you could tap on to open all of the jobs in that particular status.

    1 vote
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