Mobile
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Better Mobile User Interface
A better mobile user interface
15 votes -
Access to Archived Contacts on Mobile App
Losing access to customer information once a particular job is paid and closed is a complete inconvenience for customer service follow up and referral requests.
5 votes -
Copy and Paste from Mobile App
The inability to copy and paste information out of the mobile app is another nuisance.
5 votes -
Email in mobile
Email responses on cell app
5 votes -
A way for our salesmen to be able to access the boards from their phones and a way to leave notes on cutomers files as well.
The salesmen need to be able to see the boards and be able to move them as the jobs move along from their phones. Also being able to leave notes in customer's file.
8 votes -
2 votes
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2 votes
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Mobile App Boards
In the web version, there is a board layout available. We primarily use the board layout for our Jobs to track the progress. This simple feature works great, if you are using the web version of JobNimbus.
Our field personnel currently use a 3rd party board layout app (Trello) which they can use either on the web or on the mobile app. It is crazy and not practical for our field personnel to be forced to use this 3rd party app when it is a simple technology that JobNimbus already has in the web version.
With that said, we highly…
1 vote -
Log notes using Apple Pencil on iPad
My team takes notes on an iPad using Apple pencils. We would like the ability to log notes using the pencil to take down measurements and communicate other important information for the office. We will have to continue doing this in Notes Writer and uploading the PDF into the job.
1 vote -
Photo Zoom and then printing
We cannot zoom in on a photo
4 votes -
Mobile Notes Display
When creating notes on web base platform the look one way with proper lay out. But when you look at them on the mobile platform they are structured differently. This make the mobile platform harder to read if you make lists for order matterials. It would be nice if the mobile read the same as the web view.
1 vote -
Show Related Contact more readily/clearly on Jobs in mobile app
Add a field to the job that includes the contact name for the job and automatically pulls the data from the contact card. It would also need to display in the app. As of right now when you schedule a Job you can see the address but need to go to 4 additional steps to see who the job is attached to.
9 votesI think we can definitely do better to show the Primary Contact on a Job in the mobile app.
You can currently find it by tapping on the icon at the top right, then tapping the Contact icon in the filter row, then the Contact itself will be there, but we know that’s too many steps.
We’ll work towards making this a better experience for you!
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Updated Texting within the mobile app.
I know that you can see the outgoing text correspondence that is done within the app, but you cannot see the responses from whoever you are texting with. I am responsible for managing a sales team, and encourage them to make all correspondence with the customer through the mobile app. This way we are able to see the interactions between the sales team and homeowner, allowing office staff to be in the loop if a homeowner calls the office. This also helps us, if the homeowner claims nobody contacted them, or if a member of my sales team is not…
6 votes -
Record Payments on mobile app and send receipts
This can be done on desktop but we as roofers are not able to access a desktop when we are in the field. We need this option to be added to the mobile app ASAP. This will help a lot. This option is when a customer pays by check or cash and I can use this feature to enter that payment manually and the system will send a receipt to the customer by email with the payment amount.
8 votes -
7 votes
We apologize for this less than stellar experience. You should be able to preview these attachments in the Attachments tab, as they should pull in from your emails, and you should be able to see them on the mobile app, but we haven’t added functionality to preview them directly on the email in the web app.
We’ll add this to our list and get the experience improved in a future update.
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Geofencing
Geofencing would make it very easy to find jobs in the system when in the field, since it would pull up the jobs that are nearby. It would also make job costing man-hours easier and more accurate once JN has a timeclock feature.
19 votes -
A way to view Closed/Archived Jobs and Contacts in the mobile application
There are always going to be repeat customers, whether you fixed a roof for them this year or three years ago. What if they have a leak and wish to keep going with your business? Without being able to view all of the Jobs you've done on your phone, agents in the field won't be able to look up already established customers. Yes, you can look them up from an iMac computer, but you won't be toting that around when you're driving from customer to customer.
We should be able to have a status filter or just a filter that…
11 votesThe mobile app syncs everything you have access to down to the device so you have it available to you even while you’re offline. We don’t sync Archived items or keep them on device because it drastically improves performance and allows the crews and salespeople in the field to focus on what is on their plate at the moment rather than sifting through old stuff.
Our plan for allowing you to see archived items, more complete reports, and also allow admins to have more mobility with their complete access is to make the web app a more mobile-friendly experience and that effort has already started. We are releasing that in phases, and that will allow you to log into app.JobNimbus.com from your device and see all contacts & jobs, including the archived ones.
Stay tuned for more details on that as we move that effort forward.
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Sort by Date Created on Mobile app
We have been using JobNimbus for a few months now and there are parts that will like. However, we NEED the ability to sort contacts on the mobile app by DATE CREATED not DATE UPDATED. There are times when I have to make changes to several contacts all at once, and I cannot have them all bumped to the top of the list.
2 votesSorry this has been a less-than-stellar experience on mobile! I know the web app can do this already, but I’ll make sure the dev team has this info so we can work on getting that built in for you.
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Scheduling conflict detection on mobile app
When you create a task or an appointment on the desktop and save there's a notification that pops up letting you know that something is already created on that date and time. That would be helpful as well on the app when creating a task or an appointment to let them know if they already have an appointment on that date/time already.
6 votes -
Reply to Emails on Mobile App
Newsflash! I want to reply directly from my app to emails from my customers. Why is there no way to reply from the app? It would be nice.
3 votesReplying and forwarding can be done through the web app, but we haven’t gotten to replicating this on the mobile app yet. It is on our list and our mobile team is working towards it.
We’ll let you know when that becomes available!
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