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JobNimbus Feedback

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How can we improve JobNimbus?

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6 results found

  1. Ability to Select Sales Support Specialist, Project Supervisor, and Project Manager

    I am requesting the addition of three new fields in JobNimbus that function similarly to the existing Salesperson field. These fields would be for selecting a Sales Support Specialist, Project Supervisor, and Project Manager. This enhancement will allow us to better organize our projects and streamline our workflow.

    New Selectable Fields:

    Sales Support Specialist:
    Functionality: A dropdown menu similar to the Salesperson field, allowing the selection of a Sales Support Specialist for each project.

    Project Supervisor:
    Functionality: A dropdown menu allowing the selection of a Project Supervisor for each project.

    Project Manager:
    Functionality: A dropdown menu allowing the selection of…

    13 votes

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    8 comments  ·  Workflows  ·  Admin →
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  2. Custom Workflow Stages

    Need a stage for "Legal" or the ability to create custom stages for Insights

    2 votes

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    0 comments  ·  Workflows  ·  Admin →
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  3. Automatically Assign contacts or jobs to a user

    Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".

    8 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. 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

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  5. 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.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  6. Color Coding for Workflow Types

    Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.

    Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.

    32 votes

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    Viewed  ·  7 comments  ·  Workflows  ·  Admin →
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