JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Financials

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  1. More User-Friendly Template Formatting

    The templates really need to be easier to format in certain sections. Under the special instructions, it is really time consuming right now and should be much easier to use.

    It would be great if it was much easier to use.

    14 votes
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    4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Cost, Price, Totals to Work and Material Order Tools

    Create a new checkbox for the top administrative portion when creating Work Order and Material Order templates. This would be "Cost" (what the manufacturer charges, per line item), and would be accompanied by a total Cost at the bottom, per quantity.

    7 votes
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    Viewed  ·  4 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Headers and Footers in Document Templates

    It would be great if the template maker had an option for headers/footers or if it went page by page instead of one continuous document being split up wherever the paper ends. Every time we have to make change in the document it throws off the entire format because our headers/footers that we have to insert manually wherever the page should begin and end get split.

    4 votes
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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option for 'Related Contacts' to Work Order and Material Order templates

    We would like our installers to have the homeowner contact information. They are often not the primary contact. If we could choose from the related contacts like we do in a document that would be great.

    1 vote
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. The ability to upload existing company documents into the Templates, to create a Template from

    During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.

    Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.

    13 votes
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Options List in Template Questions

    Options was taken out of the template questions area just a few days ago because it did not work. It shoudl be a easy fix to get it back in as it is an option on the Contacts Fields and Job Fields. In order to create good templates for field use, this option is highly needed! Also, the Boolean (Yes/No) option only displays "Yes" if checked, it does not display "No" if left unchecked on template questions.

    Please get both of these items fixed. I should not be forced to use 3rd party integrations when I can create custom forms…

    7 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

    Confession: The Options List was added to Template Questions unintentionally, which is why it was never tested and wasn’t functional. It was removed in order to provide time to evaluate it and make a conscious effort to decide whether to add it back in or not.

    We will attempt to address this issue, as well as the Boolean type in future updates to the system.

  7. Custom Fields For Financials Templates

    Let us put custom fields on estimates, material orders, and invoices.( that way we can put in colors, delivery dates, and other options.

    7 votes
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    2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Edit an Estimate and then Save as Template.

    The save as template is a great function except it isn't available once the Estimate has been saved.
    Please make Save as Template available when editing an already saved estimate.

    4 votes
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    Viewed  ·  2 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Print preview when creating new templates

    When creating new templates the only way to make sure the document creator is properly set up you have to create an actual document and view it in PDF mode which is a bit cumbersome.

    A way to quickly print preview without having to recreate a document each time would be nice to save time when setting up new docs or modifying existing ones....

    12 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Spreadsheet Templates

    We have a quote form in excel which will automatically calculate sub total, VAT and grand total. Want to add fields from database i.e. contact name, job and address etc but can't see a way of doing this?

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