Searching JobNimbus
34 results found
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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 boxes2 votes -
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.
7 votes -
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 -
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.
6 votes -
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 -
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.
10 votes -
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 -
Have Search Bar display the customer's first and last name in the dropdown
When you search for a customer it only shows the display name. This is fine if the display name is their full name, but if you use a job code, there can be a lot of jobs showing up under a search.
For example, you have multiple customers with the last name Smith, so you search for John Smith using his last name, and now there is no way to differentiate between the multiple Smiths you have.
I've attached example photos. The old jobnimbus displayed their name right under the display name.
4 votes -
Ability to search contact/job fields that contain special characters
The ability to search Contact/Job fields that contain special characters.
4 votes -
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.
4 votes -
Display recent searches
Have the jobs tab display most recent searches
5 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 - Add Filters and Fields
• 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
• City152 votes
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