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JobNimbus Feedback

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Contacts & Jobs

51 results found

  1. Ability to display related contacts on boards

    Ability to display related contacts on boards

    3 votes

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  2. 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…

    3 votes

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  3. add the filter for "Outstanding Estimates Total" on boards

    Have the option to add the filter for "Outstanding Estimates Total" on boards

    3 votes

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  4. Days in Status should have a year option.

    The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days

    3 votes

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  5. 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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  6. Customize Column totals on boards

    Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related

    2 votes

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  7. 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.

    2 votes

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  8. Add a Contact/ WO address to the card view in the Work Order board

    I would like to be able to associate the work order's address or contacts address as part of the easy card view for a Work Order board.

    2 votes

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  9. Filter boards by Job dates

    Would like to be able to filter boards by Job date

    2 votes

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  10. 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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  11. Drag cards to re order them

    It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.

    2 votes

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  12. Sub-Boards

    Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.

    2 votes

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  13. organize board main page by sections

    I would like to organize the front page or the main page of the boards by a sections similar to the sections in the estimates, invoices, and work orders.

    2 votes

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  14. Contact Work Flows All On One Screen

    It would be nice to have each individual Contact Workflow show on ONE screen. Then you could scroll up and down and see each Workflow without having to go back and forth. And have a refresh button that would refresh all Workflows

    2 votes

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  15. Work Order total cost as a Body Card field

    We would like to display the work order total cost as a Body Card field. We use this to aid in cashflow planning weekly. Adding it as a custom field is time consuming when the data is available and easy to display as a card field from the source data.

    1 vote

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  16. Contact Boards with Jobs V2

    I would like to be able to create contact boards with Jobs V2

    1 vote

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  17. Email Field in Contact Cards

    I would like to be able to see the "email" of a contact on my contact cards in the boards.

    1 vote

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  18. 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.

    1 vote

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  19. 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.

    1 vote

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  20. Broken Automation Warning

    Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.

    1 vote

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