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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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28 results found

  1. 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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  2. 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

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  3. 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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    0 comments  ·  Admin →
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  4. 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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    0 comments  ·  Admin →
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  5. 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.

    3 votes

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  6. 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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  7. 4 votes

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  8. 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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  9. 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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  10. 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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  11. 2 votes

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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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.

    5 votes

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  17. Please make the City Field Searchable

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

    8 votes

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  18. 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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  19. 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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  20. 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.

    7 votes

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