Searching JobNimbus
25 results found
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Display recent searches
Have the jobs tab display most recent searches
5 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…
15 votes -
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 -
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 -
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
• City125 votes
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