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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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28 results found

  1. 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.

    7 votes

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  2. 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.

    3 votes

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  3. 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.

    9 votes

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  4. Display recent searches

    Have the jobs tab display most recent searches

    5 votes

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  5. 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!

    3 votes

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    Started  ·  1 comment  ·  Admin →
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  6. 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.

    3 votes

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  7. 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…

    15 votes

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  8. 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

    128 votes

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    Viewed  ·  37 comments  ·  Admin →
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