Mobile
139 results found
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Change the "My Leads" section on the new app to include sales rep leads
In the "My Leads" section of the new app you can't view contacts there unless you are an assignee on that contact. So the sales reps won't see contacts where they're listed as only the sales rep.
3 votesThe mobile app has replace "My Leads" on the home screen. It now includes a list of "My Jobs" and "My Contacts" which allows you to set your own filters based on any workflow or status, including the assignee.
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Filter By Assignee on Mobile App
I would like to Filter my contact and Jobs lists by Assignee so i can see all jobs i'm assigned to
3 votes -
Delete Photos on the Mobile App
I want to be able to delete photos on the Mobile App
3 votesThis is now a functionality on the new mobile application which will be out in the next week or two.
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Upload Files Directly in App
It would be beneficial if there was an option to upload external documents directly from the app instead of sharing them from the document within the phone or tablet.
3 votes -
To be able to look at a job assigned to you on the app instead of having to log into the site
To be able to look at a job that has been assigned to you through the mobile app instead of having to try and remember your login to the site when you click on the link in the email.
3 votes -
Convert estimate to contract
Being able to easily convert the estimate to contract while in the mobile app would be helpful.
3 votesThis is rolling out in the next release.
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Mobile App- Choice of App to Use for Calling or Texting
I use an app for my business calls called Smart Line. It would be great when clicking call or sms from the mobile app to be prompted with the Android message of which app to use for this action.
3 votesThis is resolved in the new app that we are going to be releasing in the coming weeks.
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Related Contact/Job on Task List
We like the detail on tasks on the old app. Can this layout be transferred to the new one? thanks!
3 votesThis was included in version 2.1 of the mobile app! Please make sure you update your app and you’ll see that now. Enjoy!
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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 -
Documents with Template questions on mobile
When creating a document that includes template questions, I want to be able to answer those questions on the mobile app. Functionality currently not available on mobile
2 votes -
Add Address to Contact Screen
On update 1.18.0.2470 the address info is no longer visible on the contact/job record. This requires users to select "edit" in order to view the address. We need to be able to have all info available on the contact screen.
2 votes -
Ability to copy Contact info from main page
I want to be able to copy the contact information (ie name and phone number, etc) from the main page instead of having to go into the Edit view on the mobile app
2 votes -
Phone numbers on mobile
I would like to be able to copy the phone number when clicking on the phone icon instead of having to go into the Edit view to copy.
2 votesYou should be able to copy a phone number in the mobile apps by viewing the contact details and long-pressing.
Please let us know if you run into any issues while using this feature.
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Options for how to display contact names
Be able to view the contacts by "last name, first name" format.
2 votes -
Notifications of assignments to open mobile app
Currently, when an assignee clicks on "view contact" when getting an assigned record, it will open up the browser and will not open up the contact page. It would be useful to have this notification link directly open in the mobile app and on the contact/record page.
2 votesWhen a user taps on "View contact" in an email notification, the mobile app should automatically open to that contact instead of using the web browser.
Thanks for your feedback on this idea.
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Uploading Photos will default to photos
When uploading photos, we want to automatically have them upload to Photos and not documents
2 votes -
new app
be able to assign someone a task on the new app
2 votes -
Add back button to PDF view of documents in the Android mobile app
Add back button to PDF view of documents in the Android mobile app
2 votes -
Start Date blank
When opening a contact on the mobile app that does not have a set start date. The start date will default to todays date. Customer would like this to be left blank because it affects their reporting.
2 votes
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