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JobNimbus Feedback

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39 results found

  1. 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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  2. 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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  3. Search by City

    I would like to be able to search for contacts/jobs based on the City. Currently, I can search for anything in the Address Line 1, but not the City name unless I include it in that first line.

    2 votes

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  4. 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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  5. 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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  6. 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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  7. 2 votes

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  8. 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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  9. 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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  10. board

    When using boards if i drag a contact to a new status it will initially move them to that status but then the boards will glitch and it will be in the same status. However the status has actually changed but I need to refresh my page for it to accurately reflect the status.

    1 vote

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  11. let me filter

    Please let me filter the automations so I don't have to scroll through and find them. Or at least let me search them.

    1 vote

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  12. Proposal

    Once you send a proposal, if we could edit the wording of the email when is send to the homeowner, or add an email template. Also, add the option to not only sign but to give comments, or for them to choose colors inside the proposal.

    Another idea could be creating photo reports, such as inspection photos, to attach in the proposal

    1 vote

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  13. Search bar

    The search bar won't find anyone I search for even if it's an existing contact.

    1 vote

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  14. Report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed

    Please provide a report and search capability with tracking a Material Order that included a specific part or equipment (SKU) needed. Who ordered this part and when?

    1 vote

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  15. Search Function

    Better Search engine function, populate information every time without refreshing page or exting JobNimbus.

    1 vote

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  16. When searching there were 3 dots that are no longer there.

    If I'm searching a dollar amount or invoice # but want access to the job I now have to click into the invoice from the search and then click on the job. There use to be 3 dots that came up with search and you could choose the job or something else for the search to take you to. I think I successfully uploaded a screenshot displaying a search. The 3 dots are gone and I have no way of getting to the job without first going to the invoice. It is a huge pain in the butt. We used…

    1 vote

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  17. Searching is now made DIFFICULT

    This is an example Previously if one of our guys forgot to put a PO on a receipt I could just look up the amount of the receipt and there would be 3 dots at the top of that pop up within the search bar for that attachment. I would be able to click these 3 dots and choose "take me to the job" (or something along those lines)

    This was extremely helpful to me. I would get a receipt DAYS before the invoice. Once I received the invoice I was able to look up the receipt this way so…

    1 vote

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  18. More info when searching

    Logo would like to be able to hover over the contact name to get a little more information to make sure their selecting the right contact or make the search bar a little bit longer.

    1 vote

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  19. Increase search bar size

    Can the curser bar be enlarged by being thicker? It is way to small and I keep missing it

    1 vote

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