JobNimbus Feedback

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Mobile

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  1. 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…

    7 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →

    I 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!

  3. a feature to allow stopwatch timing on app

    I would love to be able to track actual time spent on tasks with a stopwatch feature especially on the mobile app.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. How to send to Hover from Mobile

    I know how to send a job to Hover from the desktop version but when we are in the field how do I send the information to Hover via web app

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    12 votes
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    Viewed  ·  0 comments  ·  Web Functionality To Mobile  ·  Flag idea as inappropriate…  ·  Admin →
  6. Eagle view button

    Add eagleview button

    2 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  7. Duplicate Notes From the Contacts File to the Job File

    Can I Create a Duplicate Entry for Both the Contact and the Job Without Re-Typing the same Note. I make phone Calls through the App When I am in the Job page but it only shows the record of the call on the Contacts page and I need to have a copy in the Job page so that all of the information is together without going back and forth. If there is way to just create a duplicate and move the files back and forth between the Job and Contacts page.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →

    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.

  9. hoover

    Add button on Mobile App to send to Hoover

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    7 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Replying 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!

  11. 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.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Sorry 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.

  13. A larger text viewing box when texting from an iPhone.

    When texting, I am unable to proof the text before sending.I can only see a few words and cannot even scroll back to view.This leads to errors and miss communication.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    21 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 votes
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    2 comments  ·  Web Functionality To Mobile  ·  Flag idea as inappropriate…  ·  Admin →

    The 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.

  16. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    37 votes
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    4 comments  ·  Web Functionality To Mobile  ·  Flag idea as inappropriate…  ·  Admin →

    We’re already on it! The mobile app has a neutered version of boards right now, but the plan is to add full board functionality to the mobile app as soon as we can! That’s just the start, but we have a lot more planned and mobile will be surpassing the web app going forward.

  18. Attachment Type viewable in mobile app

    Please make the attachment Type view-able, like the discontinued mobile app, when looking at all of the attachments in the contact attachments.
    Ex: signed contract, material order, etc.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Signatures Directly on Document (not separate page)

    On the old app, when you got a signature, it appears in the actual place that you place the signature field. It also updates the document and flags it as 'signed'. The new app (2.0), while they added the ability to take signatures, they place the signature on separate page and the document is not flagged as signed. This should not be an enhancement, but rather a bug fix. It should work like it did in the old app, which we are forced to continue using.

    18 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Record Phone Calls

    Store a recorded voice recording of phone calls made from Job Nimbus to have in the notes to reference back to.

    11 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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