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 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…

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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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  3. 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.

    5 votes
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  4. Changing "Job Status" through search box without clicking on the job and change status after new page loads

    It would be nice to not have to wait for jobs to load after searching through search bar in order to change their "status" every time it cannot be located in the dashboard to move jobs around much more QUICKLY. Just a thought that I think will be a game changer.

    3 votes
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  5. naturalforms

    It would be great to be able to send documents to Naturalforms through the browser and not just the App

    5 votes
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  6. Esignature on Estimate and Work Order Templates

    Add the E-signature field to Work Order and Estimate templates so customers can digitally sign off on those

    8 votes
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  7. Add photos to a product

    The ability to add an image or photo to new products so that they will appear by default when I add an item to the estimate

    4 votes
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  8. Option to display more results in the search drop down

    I would like to have the option of displaying more results from the search box and have a scroll bar to move down the list, instead of just numbered pages that only show a few items at a time.

    1 vote
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  9. Edit Invoice Status Options

    Would love the ability to edit/remove invoice status options. Open and Sent are the same to us and some people accidentally move to "open" and some keep it as "sent" until paid. Just makes reporting a little messier. :-) Thanks!

    2 votes
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  10. Filter Searches

    When you are using the search bar on the top of job nimbus it would be great if you could filter between photos, work orders, material orders, etc.

    7 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Search needs to include a “are you possibly meaning this”

    Search need to include a similar meaning section if what you're searching isn't popping up.

    3 votes
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  12. Search needs to include job tasks

    When searching for an address, if it is a (sub account) job task it does not show up. This is a problem.

    2 votes
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  13. Ability to search "Notes"

    I would like to be able to review the notes I have posted. Certain insurance companies are approving our pricing one week, and then another Desk Adjuster will arbitrarily decide that our pricing is unacceptable the next. It would be nice to be able to search with the Activity & Notes fields, or at least access my full Activity History so that I can find the notes myself.

    8 votes
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  14. Unique Icons in the search and types

    It would be nice if the icons for each document type were different and had the document type on the icon. Right now Work Order and Material Order share an icon with no text. Budget and Document also have no text on the icon.

    1 vote
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  15. 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

    60 votes
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    Viewed  ·  24 comments  ·  Flag idea as inappropriate…  ·  Admin →
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