Searching JobNimbus
37 results found
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Search by City
I would like to be able to search for contacts/jobs based on the City. Currently, I can search for anything in the Address Line 1, but not the City name unless I include it in that first line.
1 vote -
Proposal
Once you send a proposal, if we could edit the wording of the email when is send to the homeowner, or add an email template. Also, add the option to not only sign but to give comments, or for them to choose colors inside the proposal.
Another idea could be creating photo reports, such as inspection photos, to attach in the proposal
1 vote -
Download Proposal as PDF
There needs to be the ability to download the proposal as a pdf so we can print it for clients that request a paper copy.
3 votes -
Improved Search by First Name Last Initial
I have a customer in my account named David with the last name starting with a 'K'. When I search 'David K', I would assume it would pull up all David's with the last name starting with a K, but it pulls up every David with no order to the last names. I don't always remember how to spell their last names, so having it sort by the 'K' last name would be very beneficial.
1 vote -
A way to search for certain verbiage
If i want to find a project we did lets say staining a deck. If we could search "deck" or "staining" or "deck staining" and every project note we have put in will pop up in the search. sometimes we forget the names of jobs we have done so searching for key words within the notes would be really cool and beneficial and save us lots of time.
1 vote -
4 votes
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insights
I am running a lead report on insights. I am using the report to show me mistakes like (Unassigned Lead Source) I have gone back into the Jobs and Contact and added the Lead Source. I then reran the report and no changes. Through your support they told me data changes can take 24 hours (that is not good, it should be instant) also they explained it has to do with the status and if it is in the sold status I would need to change the status for the lead report to properly work. That is very cumbersome and…
2 votes -
Search bar
The search bar won't find anyone I search for even if it's an existing contact.
1 vote -
make addresses auto populate when adding an address in job nimbus
wrong addresses can be easily added to JN. On another CRM I use with another company, the address will automatically populate by enabling location services. You cannot enter an address if it doesn't exist. This also helps with spelling the street name correctly...
5 votes -
2 votes
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Web Browser (Safari) Update
Requesting an update to the WEB BROWSER version, specifically Safari, to be more comparable and user friendly for iPads on LTE while in the field.
Issues include:
- crashing
- constantly needing to refresh page
- lagging in updates made to documents, estimates, calendar, etc.
- unable to see certain windows fully
- unable to expand small text boxes2 votes -
Search dialog box should not populate completed or archived jobs or work orders
Search dialog box should not populate completed or archived jobs or work orders, the search dialog box has become ineffective due to the number of completed jobs and/or work orders we have now and we have only just got started, deleting these is also not an option as we require the historical date to refer to
2 votes -
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.
3 votes -
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.
6 votes -
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.
4 votes -
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 -
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.
4 votes -
Search Function
Better Search engine function, populate information every time without refreshing page or exting JobNimbus.
1 vote -
Please make the City Field Searchable
Please make the City a searchable field within the search bar.
8 votes -
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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