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JobNimbus Feedback

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37 results found

  1. 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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    0 comments  ·  Admin →
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  2. Ability to search contact/job fields that contain special characters

    The ability to search Contact/Job fields that contain special characters.

    3 votes

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  3. 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

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  4. 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

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  5. Search Function

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

    1 vote

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  6. 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

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  7. 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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  8. 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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  9. Display recent searches

    Have the jobs tab display most recent searches

    4 votes

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  10. 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

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    1 comment  ·  Admin →
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  11. 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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  12. 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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  13. 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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  14. 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

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  15. 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

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  16. Claim Number Search

    We work with insurance, being able to search by claim number would be SO HELPFUL.

    17 votes

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    Viewed  ·  1 comment  ·  Admin →
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  17. 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
    • City

    96 votes

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    Viewed  ·  28 comments  ·  Admin →
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