Mobile
139 results found
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Ability to Email Attachments from Mobile App
Our proposal writers attach documents to contact profile. It would be nice if sales rep could email document to customer
17 votesUpdate 2.2.0 of the mobile app now includes a brand new email feature for both iOS and Android! Now you can compose email right inside the app, use saved email templates, and add attachments from your Contacts & Jobs!
We hope you enjoy this feature and look forward to bringing you more awesomeness in the future.
If you have further questions, please contact support@JobNimbus.com or call 855-964-6287 for assistance.
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when adding a photo or outside of app
when adding an attachment/photo from outside of the app, i have the option to send the document to job nimbus, it will ask me to choose a name...problem is that i would have to scroll through hundreds of names, is there a way to type the name.
1 voteIf you’re using our new app (JobNimbus 2), you will be greeted with a Search bar at the top which you can use to search for the job or contact that you want to connect it to! Just make sure you’re on our new app and you should be good to go!
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1 vote
With the latest beta version of our mobile app, you should be able to create and edit estimates from iOS and Android tablets, including those from Samsung. Please download the latest version and give it a try!
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Ability to set Task Type
Why can you not assign a task type when adding a task using the Mobile 2.0?
1 voteThis is available in the latest version of the mobile app on the Apple App Store and Google Play Store for Android. Enjoy!
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Filter Contacts by status
Using the app and filtering contacts by status type
1 voteIt’s already working to some extent, and we’ll be improving filtering of Contacts going forward.
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Permissions for Note Types
I would like to be able to go into a group (i.e. - Technicians) and have a setting in the permissions area to select what type of notes they see when they open a job. I want to limit what they see so they don't have a job with administrative notes, emails, etc. that the don't pertain to field techs. I want to be able to set it so they only see "Notes, Parts Used, etc."
1 voteUPDATE: Is this still something you’d like to have and do Private Notes fit the need?
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You can restrict note access on a note-by-note basis by using the “Private Note” checkbox when adding a note, and setting specific Access Profiles to prevent them from seeing Private Notes.However, we can look into allowing you to blanket restrict certain note types in the future.
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Text Message customer
Many customers prefer text. Having this inline would be nice!
3 votesThe JobNimbus 2.0 app includes text message support. You can tap on the “text message” icon when looking at a Contact or Job to send a text that will get recorded as a note.
Download the app on the App Store and Google Play Store today!
iOS:
https://itunes.apple.com/us/app/jobnimbus-2.0-simple-crm-project/id990871119?mt=8Android:
https://play.google.com/store/apps/details?id=com.jobnimbus.JobNimbus2&hl=en -
Improve Mobile Task Creation Process
So here is a universal complaint from my team. I mentioned it in an email as well so maybe it's being worked on already. When I set a task and want to schedule a time, there are too many steps involved. I have to change the calendar to "Picker" then click that it's not an all day task, then change the End time First, then the start time. Is there a way to change my default settings. i.e the calendar is alway set to a 1 hour appt, when you change the start time, clearly the end time changes with…
3 votesThis feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron -
the ability to go directly to the record
when I receive an email notification note
1 voteWhen you get an email notification about a new assignment or if you’re mentioned in a note, the record’s name should be a link to get right to the contact.
In mobile 2.0 we will be doing even more with this by deep linking directly to the contact from the email to the mobile app.
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tiny scanner
Whenever I try to add photos from tiny scan it 1) does not work and 2) job nimbus will not open after trying to add photos. I have to uninstall and re-install
1 voteThe communication between both apps is working right now on mobile 2.0 which should be released soon. In the meantime, you can sign up for the beta release here: www.JobNimbus.com/beta
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1 vote
What kinds of keywords would you like? On our new mobile app you can search by Name, Company, Address, and Phone Numbers.
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Log text messages from mobile app in Activity
Similar to the "call" feature that prompt you to leave notes after making a call
1 voteThis is working in mobile 2.0! If you’re not already on it, you can start using the app during our beta at www.JobNimbus.com/beta. Enjoy!
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the ability for managers to have information available to them on the app, in order to be able to do their job easily.
what is the point of anyone, other than standard sales people, to even have the mobile app if the access level's features aren't even available to them when they are out and about. Specifically the Calendar aspect. Kind of stinks as of right now. Isn't doing anything for us. It doesn’t allow managers to see what’s on the calendar for everybody, which they need to be able to do on the go via the mobile app if they are going to be able to do their manager thing: make sure all is well and going smoothly with our customers each…
2 votesThis is already available when using our “Groups” feature, which you can enable in your Settings > Features tab (free).
Once enabled, you can go to the new Groups tab in Settings and create groups, separating your team into smaller “teams”. Each team can have one or more Group Managers who then have access to their group’s data both on the web and on the mobile app.
Let me know if you need any help setting this up and enjoy!
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calendar popups that didn't obscure the other calendar entries
Whenever i click on a click on a calendar entry the pop up that appears gets in the way of the other entries
2 votesOur new calendar comes with a brand new inspector that shows up on the right side showing the selected item’s information. No longer will your view be obscured!
Learn more about the new calendar here: http://www.jobnimbus.com/blog/2015/09/26/v1-28-weve-upgraded-your-schedule-big-time/
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Landscape View in mobile app
Especially on iPad, this would be extremely useful.
13 votesThe JobNimbus 2.0 app includes landscape support. Download the app on the App Store and Google Play Store today!
iOS:
https://itunes.apple.com/us/app/jobnimbus-2.0-simple-crm-project/id990871119?mt=8Android:
https://play.google.com/store/apps/details?id=com.jobnimbus.JobNimbus2&hl=en -
Add Picture
would like to add multiple pictures via camera so not having to hit "Add Picture" sequence everytime
1 voteHi Sean!
The best way to do this is to use your built-in camera app to take all the pictures, then can select all those photos that you’ve taken at once by hitting the Add Photo and choosing “Pick from Album”. Just choose all the photos you took and then they’ll be uploaded together in one step.
We’ll be improving this interface in future versions of the app, as well, so this will definitely be getting better soon.
Brad
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JobNimbus Support
support@jobnimbus.com -
Filter Mobile Contacts by Company, Jobs by Job #, etc.
Add extra filters and searchable items to the mobile app.
8 votesThis feature is now completed. Thank you for helping us know what wanted.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron -
Mobile App won't sync
Mobile app wont sync
1 voteWe had an internal server issue that was preventing sync, which has now been fixed. We also have an overall update to our sync structure coming in update v1.4 of the mobile app, due out very soon that will provide more consistency.
I’ll let you know when that update is ready for download, but let me know if you continue seeing syncing problems with the app.
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Brad Hodson
JobNimbus Support
855-9NIMBUS -
Give me the start time of a task (appointment).
In the calendar view and task view on the mobile app, it would be nice to have the scheduled times listed below the date. So that I see where I have free time and so I can map my day.
1 voteThis is in the current version of the mobile app for iPhone, iPad, and Android.
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