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JobNimbus Feedback

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28 results found

  1. 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.

    2 votes

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  2. 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.

    2 votes

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  3. 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

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  4. 2 votes

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  5. 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 boxes

    2 votes

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  6. 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

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    1 comment  ·  Admin →
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  7. Display subcontractor or crew name on job board card

    I would like to be able to display the subcontractor(s) or crew name in one of the info fields that appear on the job board cards. This would make it easier for my team to see who is working on what at a given time.

    1 vote

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  8. 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.

    1 vote

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