Searching JobNimbus
30 results found
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Advanced Search - Add Filters and Fields
• 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
• City149 votes -
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…
16 votes -
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...
9 votes -
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.
9 votes -
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 -
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.
7 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.
7 votes -
6 votes
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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.
6 votes -
Display recent searches
Have the jobs tab display most recent searches
5 votes -
Search Bar is too specific
It would be nice if searches didn't have to match exactly to bring up the correct result. For example, if I am searching for last name "Campbell" but I type in "Cambell" or searching for "Jennifer" but type in "Jenifer" it won't even try to guess what I'm asking. It would be helpful if the search bar had some more imagination...
4 votes -
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.
4 votes -
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 -
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.
4 votes -
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.
4 votes -
Search phone numbers
We often try to search a phone number to identify phone calls where no Caller ID pops up.
3 votes -
Searchbar
Here recently, when searching for a job number, the EXACT job number does not pop up on the initial search. you get a list of numbers that have nothing to do with what you searched. You have to clear the search bar and search for the exact same number a second some times even a third time to get the job number to pop up. Examples have been attached. It would be appreciated if the search bar would work properly.
3 votes -
Estimate- Adjustable Financing Line Item
Adjustable Financing Line Item
Goal: Provide a transparent and flexible way to incorporate financing fees into estimates while safeguarding profit margins.
Solution: Add a second total line item named "Financing Fee (Optional)" on the estimate page. Users can:
Name: Customize the label based on their preferred terminology (e.g., "Loan Origination Fee", "Processing Fee").
Adjust: Choose between two adjustment methods:
Percentage: Enter a percentage to automatically calculate the fee based on the base total.
Numerical Value: Manually input a specific dollar amount for the fee.
Transparency: Include a tooltip or brief explanation next to the line item detailing what the fee…3 votes -
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…
3 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
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