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.

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  1. Increase the Character Limit for Product & Services

    A way to increase the number of characters for the product / services name field.

    4 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Disable note editing option

    Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.

    2 votes

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Customization

    For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.

    Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.

    1 vote

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Automation to update what person(s) are current assignees through a job workflow.

    As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Hide emails from limited access users

    I'd like the ability to specifically hide emails from certain access profiles.

    4 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Allow different Job Number Template for different Companies (Locations).

    A way to set different Job Number Template for different Companies (Locations).

    2 votes

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Format changes to allow names with accents to keep names correct and not generic spelling

    Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)

    1 vote

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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →

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  8. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Should be able to custom build your own estimates

    We should be able to create our own template for estimates.

    1. Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.

    2. Be able to pull in code from item on products and services to make it interact on a document

    2 votes

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 2 votes

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    0 comments  ·  Taxes  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Team Member CSV Upload

    Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.

    3 votes

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    Viewed  ·  0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Template fields for Assignee info

    I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep

    1 vote

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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Terms and conditions on separate page

    Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.

    3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Remove requirement to have stages in order

    Right now we can't change the order of workflow stages. We want to be able to have things in our own order.

    2 votes

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Form automation options/ tasks

    Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.

    4 votes

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    Gathering Feedback  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Expand time-based automation conditions

    I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

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  17. automate to change status in workflow

    I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
    Thank you for your consideration.

    2 votes

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  18. Hide from List function on Lead Source

    Apply the Hide from List function to the Lead Sources.
    Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
    Hidden from List would still need to be available to use through Zapier.
    OR - Ability to Restrict Lead Sources by Access Profile

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Sorting functions on Company, Team, Groups, Access Profiles

    Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.

    2 votes

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  20. Automated Email to Unrelated Contact

    We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.

    1 vote

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