Skip to content

JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Contacts & Jobs

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

226 results found

  1. Ability to add more than one address per contact

    Ability to add more than one address per contact (so if they have multiple locations)

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. Force "Job" creation under "Contact"

    A setting that forces a "Job" creation would be very helpful for us.

    Or....

    Eliminate the ability to create quotes, invoices and material orders from the "Contact" forcing everything to be done through a "Job"

    It is so easy to do a bunch of work under the Contact by mistake, with no way to transfer it to the correct job.

    Thank you for considering.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Route Planning for jobs

    A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Maps  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. A place to identify a project manager, as the main assignee to the project.

    A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.

    Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. Use other Template Fields on Board Cards

    Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. Add contact name, phone, email to jobs

    under individual jobs would like to have a email and phone number and contact space

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Boards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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 ]"

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. Create Estimate as an option on Contact/Job menu

    Include option to create Smart Estimate from "3 dot menu" on contact/job.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Add Sections to Job Fields

    It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Fields  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. Staying Put

    When I am viewing a Form Response (or work order, etc.) and I am done and hit the Back button, I would like to be taken back to the list of Form Responses instead of being taken to Activity. If I have several Forms to look at, it is exceedingly frustrating and inefficient to have to click on the Forms tab every single time. Just leave me where I'm at.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Selective Merging

    Would like to be able to choose what info is merged from which contact.
    Context:
    2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
    Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Auto Create Jobs

    When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Task notes to contact activity

    Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.

    For example:
    If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Automations Summary tooltip

    It would be nice to have a preview or tooltip showing what automations will trigger when a contact or job is moved into a new status.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Boards  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. 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.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    5 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Notes on Financials Show on Activity

    I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Drop Down List For Project Manager and Superintendents

    I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Ability to search from the list view in contacts and jobs

    Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
← Previous 1 3 4 5 11 12
  • Don't see your idea?

Contacts & Jobs

Categories

Feedback and Knowledge Base