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.

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  1. Move Search Bar in new Navigation

    Don't put the search bar to the right. Put it where it was so that those of us with larger monitors have all navigation together.

    8 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Hit Return when searching opens the result

    How do I return to the previous format. Do not like the new format.

    In particular - when using the search bar, it requires using the mouse instead of being able to hit "return"

    5 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Truncate Search Results to Always Show Job/Contact Number

    Depending on the length of the name of a specific job, the new navigation search bar will not display the job number like the old search bar used to do.

    2 votes

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  4. Have Search Bar display the customer's first and last name in the dropdown

    When you search for a customer it only shows the display name. This is fine if the display name is their full name, but if you use a job code, there can be a lot of jobs showing up under a search.

    For example, you have multiple customers with the last name Smith, so you search for John Smith using his last name, and now there is no way to differentiate between the multiple Smiths you have.

    I've attached example photos. The old jobnimbus displayed their name right under the display name.

    1 vote

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  5. Make shingle colors searchable

    Somehow give us the ability to search for shingle colors. Customers often ask for a house that they can drive by to look at a certain shingle color on a house. We used to use Acculynx and could run a search by shingle color and it would show every job that we used that color on. I think the search engine would search the material order.

    1 vote

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  6. Display recent searches

    Have the jobs tab display most recent searches

    2 votes

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  7. Increase search bar size

    Can the curser bar be enlarged by being thicker? It is way to small and I keep missing it

    1 vote

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  8. Move estimates from contact to job

    If you are using the job feature, a job is not needed until a contract is signed. Therefore most users create estimates in the contacts section. JN offers the option to create a invoice from the estimate, but only in the section (contact or job) that it is created in. When using jobs, you don't invoice a contact, you invoice a job. Currently, a estimate has to be re-created, or an invoice made from scratch. We should be able to transfer a estimate to a job, or when "converting" an estimate, we should have the option to send it to…

    5 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Screen Navigation / Arrow Buttons

    I would like to use the arrow buttons on the keyboard to navigate Job Nimbus screens. For example (and most specifically), when I use the Search bar, I would like the option to arrow down and press [enter] to make my selection. Once my hands are on the keyboard, I like to keep them there rather than go back and forth between keyboard and mouse. Thanks!

    1 vote

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    Started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Search Using Special Characters

    I use special characters like "&" in my products and services, but when I do, I can't search and add them to my estimates and other financial documents. Expanding the search to recognize all special characters would really help me.

    8 votes

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  11. Custom Fields by Location

    I would like to be able to customize which custom fields show up by location. I have many locations on my account, but I need some custom fields to only show up when a Contact or Job is in that location.

    1 vote

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  12. Claim Number Search

    We work with insurance, being able to search by claim number would be SO HELPFUL.

    6 votes

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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Advanced Search

    • Ability to filter global search by type, hit Enter to create a view for a search term
    • Custom Fields (e.g. Claim Number), Tags, and other fields available in Search
    • City

    67 votes

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    Viewed  ·  25 comments  ·  Flag idea as inappropriate…  ·  Admin →
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