JobNimbus Feedback

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Contacts & Jobs

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  1. Change the colors of cards in board view.

    We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.

    7 votes

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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    7 votes

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    3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Be able to add notes, and schedule

    Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.

    2 votes

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    1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    7 votes

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    1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Custom field that can be used as a web link

    Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.

    I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"

    1 vote

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    1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Same Name

    I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs

    6 votes

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Populate address when creating a job on the mobile app

    On the new mobile app, when we create a job under a contact, the contact's address does not populate on the job like it does on the web app. We would like the address to populate instead of having to manually enter it every time we add a job under a contact.

    2 votes

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  8. Have address auto-fill from Google Maps as it's being entered.

    We're migrating from Acculynx. Acculynx uses Google Maps and will auto-fill an address when we're entering a new lead's address. This is a benefit because 1) It makes our entries consistent, and 2) ensures we're going to the correct house.
    Please add this feature.

    74 votes

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    13 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    5 votes

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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Relate jobs, not just contacts

    We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.

    3 votes

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  11. Make assigned to a drop down

    I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.

    1 vote

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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Custom Auto-Generated Job Name

    we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.

    The main reason for including the JobID in the name is we may have multiple projects…

    1 vote

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  13. Use Bulk Edit to Trigger Automation

    I would like to be able to use the reports and bulk edit function to move groups of contacts out of one status and into another to trigger an automation all at once, rather than manually moving each job.

    3 votes

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  14. Merge lead sources

    I would like to be able to merge lead sources that are similar. We have several "duplicates" and would like to just merge them for better reporting

    2 votes

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  15. Remove/Change the "Assigned Default" when creating the Job/Contact

    Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.

    3 votes

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  16. Status change stamps

    I would like the job to be "stamped" with a date when the status was changed so that it would be easy to see how long the job was in each status. Also be able to pull a report and see the breakdown or average on how long a job is in each status.

    2 votes

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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 3rd tier of Customer/jobs

    We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.

    1 vote

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  18. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    23 votes

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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Margin vs Markup

    Can we get a box to go from Markup % to Margin %? I go off of Margin % but all of the estimates are set up for Markup.

    2 votes

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  20. In boards, sort cards in columns with subheadings using tags

    In Boards- Have the ability to organize cards inside the columns with subheadings.
    Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.

    4 votes

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    Gathering Feedback  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →

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