Searching JobNimbus
34 results found
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JN record ID# as the display name
I can have multiple people named Tom Smith, and I don't want to put Tom Smith 1, 2, 3, ect. I You give the record a unique ID every time, just use that as the display name.
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 -
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 -
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 -
Revert to Legacy Search/Navigation Bar
Before the most recent update, you could search anything and it would show up. Now? Nothing unless its a job or task.
For example, in the job details, I created a "shingle color" option, so when a client texts me asking for color examples on live houses to go see, I could search "black walnut" in the search bar, and it'd pop up all the addresses with that color.. which the search bar USED to, I'm not sure why they would take that feature away.
As well as the general search, you used to be able to type any random…2 votes -
budget
We are currently using excel to budget the cost to incorporate overhead, estimates, material, labor, commission and net. We want to find a way to keep this all in Jobnimbus instead of having to use excel. We have a template that auto calculates this. But in order for me to do this on Jobnimbus, we would have to manually input each item every single time.
2 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 -
Modify JobNimbus Search Hotkey
I know that the hot key on Windows computer to use the new search feature is Ctrl + K but that is already the hotkey on Windows to use the Chrome search. It would be nice to have the ability to change it to something else to not have this conflict.
1 vote -
New search is terrible, can no longer search by phone number only address adn name very inconvenient and wastes time.
You can no longer search by phone number, only by address and name, which is very inconvenient and wastes time. Previously, the search would show name, phone, email, and address. With the new update, it only shows the name and address. It would be great to revert back and show the same information. Not worth the new look in my opinion.
1 vote -
Could you please make 1 address, 2 telephone numbers, 3 claim numbers searchable
please make addresses, telephone numbers and claim numbers searchable
1 vote
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