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. Being able to disable material and labor

    Having the option to enable and disable material and labor

    2 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  2. Products and Services Updates Needed

    Three things would make products and services more useful


    • Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors


    • Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)


    • Sub categories for products (shingle colors, boot sizes, etc)


    3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  3. Product and Service font formatting

    Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.

    5 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  4. Special Characters Products and Services

    Would like to be able to use Special Characters when building Products and Services

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  5. Grouping Products and Services

    Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate

    2 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add photos to a product

    The ability to add an image or photo to new products so that they will appear by default when I add an item to the estimate

    5 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. Access to Delete Products and Servive,

    User would like to have access to delete products and services and not just hide them.

    11 votes

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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  8. Categories for Products and Services - Group

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    6 votes

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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  10. Services & Products Templates - Grouped Products

    The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.

    4 votes

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    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. Services & Products Control

    A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list

    4 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update templates when Products & Services change

    Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.

    It would be nice if the templates pulled from current cost/pricing.

    10 votes

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    Viewed  ·  3 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  13. Products & Services Tree - Parent-Child relationships

    Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.

    This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.

    92 votes

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    Viewed  ·  15 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  14. Import / Export Products & Services - Bulk Edit

    From and To CSV & Excel. This would allow you to make edits or manipulate them quicker.

    85 votes

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

    We now have Search available on the Products & Services page, allowing you to easily and quickly find specific products on your list.

    This should help with managing this list in the near term.

  15. Add Photos/Attachments to Products & Services

    with the ability to post selected pictures and/or brochure in form/document creation.

    14 votes

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    Viewed  ·  4 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
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