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JobNimbus Feedback

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Searching JobNimbus

39 results found

  1. 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

    98 votes

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    Viewed  ·  29 comments  ·  Admin →
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  2. Claim Number Search

    We work with insurance, being able to search by claim number would be SO HELPFUL.

    19 votes

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    Viewed  ·  1 comment  ·  Admin →
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  3. Searchable Custom Fields

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

    17 votes

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  4. 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…

    14 votes

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    1 comment  ·  Admin →
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  5. 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.

    10 votes

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  6. 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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  7. Please make the City Field Searchable

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

    8 votes

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  8. 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

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    1 comment  ·  Admin →
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  9. 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

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  10. Display recent searches

    Have the jobs tab display most recent searches

    5 votes

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  11. 4 votes

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  12. 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

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  13. 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

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  14. 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.

    4 votes

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  15. 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

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

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

    3 votes

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  18. 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.

    3 votes

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  19. 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.

    3 votes

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  20. 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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