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JobNimbus Feedback

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Contacts & Jobs

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27 results found

  1. Workflow location

    Separate workflows by location

    2 votes

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  2. Work Order Board

    Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.

    2 votes

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  3. Date created

    I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.

    2 votes

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  4. undo

    Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.

    2 votes

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  5. Board card cusomizations

    Add primary contact email to job board cards

    6 votes

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  6. Total Amount paid on boards

    I would like to include the invoice amount paid in the column header on boards

    4 votes

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  7. 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.

    4 votes

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  8. Ability to display related contacts on boards

    Ability to display related contacts on boards

    4 votes

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  9. Boards Horizontal Scrolling

    In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
    The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.

    4 votes

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  10. Boards assigned to team members

    I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…

    4 votes

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  11. Filter boards by Job dates

    Would like to be able to filter boards by Job date

    3 votes

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  12. 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.

    25 votes

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  13. Body of card customization increase

    We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.

    8 votes

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  14. 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.

    13 votes

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  15. Show Contacts in sidebar in Board view

    In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in

    2 votes

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  16. Old Boards

    I want the option to go back to the Old Boards again. I'm not happy with the New Boards

    8 votes

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  17. Custom Field Filters on Boards.

    The ability to filter boards based on custom fields.

    6 votes

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  18. Subcontractor Field on Cards in the Board View

    With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance

    6 votes

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  19. move between contacts on the board without going back to the board

    Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.

    6 votes

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  20. Board Card Assignments - Sales rep, Production Person, etc.

    It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.

    11 votes

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