JobNimbus Feedback

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Contacts & Jobs

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  1. Show contact phone and email addres on job record

    Show contact phone number and email address on the job so we don't need to access the contact record to get the phone number and email address.

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Sync jobs information to ship to in Quickbooks

    If you work for a General Contractor, you are going to have multiple job addresses for one contact. I would like to see the ship to in quickbooks sync with the job address in Job Nimbus

    9 votes
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    1 comment  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  3. Adding additional contact fields

    I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…

    7 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Back to board improvements

    It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.

    3 votes
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  5. Printed Contact Info - Formatting

    User would like to have Notes and Activity retain their formatting in order to improve visibility after printing. Currently line-breaks are being disregarded and content is being combined; this is causing difficulty when attempting to review information quickly.

    1 vote
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    1 comment  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. The ability to create a custom tab under jobs

    The ability to add a custom tab you can name under jobs such as "Equipment"

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pull Job costs into JobNimbus from Quickbooks

    I have reps that want to view their job costs all the time, and this is an incredibly useful feature in Acculynx that JobNimbus is missing. Being able to look at a Job costs tab would be awesome!

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Unnecessary page break when printing job information

    When printing job information there appears to be a page break before the "Notes" section so that it is always pushed to a new page. Please remove this page break.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. The ability to show job/contact description on the board

    A way to view the description of a job/contact on the board view.

    3 votes
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    1 comment  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow for change to the text updated in auto stamped notes in account

    Currently the auto stamped notes for moving a contact/job between statuses does not have all the data we wish to see. It would be helpful if we had access to input data into that note such as a template for auto generated notes. This would help cut down on the amount of notes needed in the contact making it much easier to find a our important info.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. A way to map or autopopulate data from custom contact fields to jobs

    I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automated Custom Fields

    Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  13. Auto-populate the city based on full address, not just the zip code

    When entering in an address on a contact or job, the city should auto-populate based on the full address instead of just the zip code. Some zip codes are used in multiple cities and this can cause confusion if the city is not changed manually, which happens often since the city is auto-populated and the user just assumes the system checked the full address.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to schedule multiple job start and end dates

    Currently to track multiple start times for a job you have to create work orders. It would be more beneficial to our model if we could schedule multiple stages at once from the job card instead of having to create work orders to track them.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automatically add all workflow status to boards

    I would like all of my statuses on one board for each workflow. The amount of time it takes to add each status to a new board is too long. I would like an option to automatically create a board and pull all statuses in that workflow in 1 step.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  16. Allow apostrophes in the custom field list options

    Currently, custom list fields do not allow for an apostrophe. Example: Angie's List will cut everything off after the "e"

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to remove start date, end date, start time, or end time for contact/job scheduling

    I would like to be able to choose whether I use the Date field, Time field, or both when using the Contact Scheduling feature.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. Custom Fields specific to Workflow Type

    It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

    13 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  19. Templates for new contacts & Jobs

    When we create a new job in our company we find ourselves creating the exact same invoices, budgets, estimates etc. This will only differ when jobs are retail vs insurance. Well it would be a tremendous time save if when job is created it asks the question of a signed contract date and from there invoices are prefilled based on a templated information that inevitably will change as the job progresses throughout the statuses.

    Additionally having certain files automatically applied to the jobs would be helpful. Although I find associated contacts can remedy this.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Duplicate Work Orders

    I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

    17 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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