26 results found

1. 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.

   11 votes

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   0 comments  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →
   Completed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   You can now see archived records on the JobNimbus mobile app. They show up in the lists and you can search for them directly as well.

2. 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.

   31 votes

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   Completed  ·  2 comments  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →

3. Match Desktop Functionality In Mobile (Boards, Colors, etc)

   I wish the mobile app looked and operated more like the desktop version. The color coding and simple navigation are missed on the mobile side of things.

   102 votes

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   Completed  ·  15 comments  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →

4. 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 allows for Archived/Closed jobs, with the ability to re-open the job as well. Currently I can't even add a filter type on the phone application currently.

   The same goes for Contacts.

   Also, I'm confused still as to why there is a Contacts and a Sales with the same details in the categories. The Sales seems to be the most applicable one to use..

   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… more

   13 votes

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   2 comments  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →
   Completed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   The latest version of the JobNimbus mobile app now includes archived records. You can see them on the list as well as search directly for them.

5. Access to "Company Documents" Folder On Mobile

   Access to "Documents" folder from mobile app

   36 votes

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   Completed  ·  4 comments  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →

6. Budgets Available on Mobile App

   Would like access to Budgets on mobile app. At a minimum, being able to view would be helpful.

   13 votes

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   1 comment  ·  Web Functionality To Mobile  ·  Delete…  ·  Admin →
   Completed  ·  AdminTravis Chapman (Admin, JobNimbus) responded

   Budgets are available on both iOS and Android applications. Thanks so much for your feedback!