Searching JobNimbus
37 results found
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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 -
Ability to search contact/job fields that contain special characters
The ability to search Contact/Job fields that contain special characters.
3 votes -
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 -
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 -
Search Function
Better Search engine function, populate information every time without refreshing page or exting JobNimbus.
1 vote -
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 -
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 -
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 -
Display recent searches
Have the jobs tab display most recent searches
4 votes -
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 -
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 -
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 -
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 -
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.
2 votes -
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 -
Claim Number Search
We work with insurance, being able to search by claim number would be SO HELPFUL.
17 votes -
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
• City96 votes
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