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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  2. Please make the City Field Searchable

    Please make the City a searchable field within the search bar.

    1 vote

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  3. When searching there were 3 dots that are no longer there.

    If I'm searching a dollar amount or invoice # but want access to the job I now have to click into the invoice from the search and then click on the job. There use to be 3 dots that came up with search and you could choose the job or something else for the search to take you to. I think I successfully uploaded a screenshot displaying a search. The 3 dots are gone and I have no way of getting to the job without first going to the invoice. It is a huge pain in the butt. We used…

    1 vote

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  4. Searching is now made DIFFICULT

    This is an example Previously if one of our guys forgot to put a PO on a receipt I could just look up the amount of the receipt and there would be 3 dots at the top of that pop up within the search bar for that attachment. I would be able to click these 3 dots and choose "take me to the job" (or something along those lines)

    This was extremely helpful to me. I would get a receipt DAYS before the invoice. Once I received the invoice I was able to look up the receipt this way so…

    1 vote

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  5. Ability to search contact/job fields that contain special characters

    The ability to search Contact/Job fields that contain special characters.

    1 vote

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  6. documents in search bar should be able to take you to the associated record.

    When searching a job or contact in the search bar and a document pulls up. It would be helpful to be able to click the document and have it take you to the contact/job record that is associated.

    1 vote

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  7. Searchable Custom Fields

    Customer would like to be able to have custom fields searchable within the search bar.

    1 vote

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  8. 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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  9. More info when searching

    Logo would like to be able to hover over the contact name to get a little more information to make sure their selecting the right contact or make the search bar a little bit longer.

    1 vote

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  10. 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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  11. Display recent searches

    Have the jobs tab display most recent searches

    2 votes

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  12. 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…

    7 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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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  14. 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!

    2 votes

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    Started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    9 votes

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  16. 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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  17. 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 →
  18. 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

    69 votes

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