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. Add a setting to filter search field

    As you use JobNimbus over time you end up with a lot of archived jobs. If I have this program for years and type the last name of Smith it is going to search a lot of unnecessary items. There could be a setting to not search archived/lost jobs so its only searching for active jobs in the database.

    3 votes

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  2. Would like a search option for Company Documents

    Going through the list of documents uploaded into the Company Documents folder is very tedious. If there was a search option, it would simplify things a lot.

    1 vote

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  3. Search functionality for Automations (key words, etc.)

    Would love if the dev team would add search functionality to automations. We leverage them heavily and being able to search for specific items would be really helpful.

    2 votes

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  4. Searchable Custom Fields

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

    8 votes

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  5. 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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  6. Please make the City Field Searchable

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

    3 votes

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  7. Having the choices to choose from when searching.

    When searching for a job or contact in Job Nimbus, it would be very helpful if when the name or number you type in shows the same name or number first on the list of choices. Example: Typing in 418 and getting something that starts with Chl is not very helpful. I know 418 is in that job or contact somewhere, but I think if the job starts with 418, and I type in 418, that should be on the top of the list to choose from.

    2 votes

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  8. Report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed

    Please provide a report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed. Who ordered this part and when?

    1 vote

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  9. Search Function

    Better Search engine function, populate information every time without refreshing page or exting JobNimbus.

    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.

    3 votes

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

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

    2 votes

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  12. 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.

    2 votes

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  13. 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.

    2 votes

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  14. Use Enter Key instead of Mouse

    Can you please update JobNimbus so that when searching a client, we can use the "enter" key instead of requiring selection using a mouse. It is a nuisance to have to use the mouse all the time.

    2 votes

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  15. 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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  16. 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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  17. 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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  18. 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…

    9 votes

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  19. Display recent searches

    Have the jobs tab display most recent searches

    2 votes

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  20. 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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