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

273 results found

  1. Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep

    We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
    Project Manager
    Customer Service Manager
    Quality Control Rep
    Canvasser

    Make a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?

    I hate having to populate the dropdown each time a head changes.

    This would tie contact records together with more meaning than the general fields provide:
    -Related Contact - How is it related?
    -Subcontractor -…

    10 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

    7 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)
  2. Creating new jobs

    The new way of adding jobs doesn't allow for the choosing of zip code and the city popping up anymore. I feel like that went backwards

    When I select a contact, it already has a salesman selected for it. However, when the job gets created, it doesn't pull that salesman into the job. It has to be selected again. Again, I feel like that went backwards

    Sometimes I have to email invoices to a project manager AND a main accounting email. I suggest having a multiple email option for 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)
  3. auto fill address

    Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.

    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  ·  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)
  4. Notes - Sub Notes

    We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean

    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

    1 comment  ·  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. Adding Conditional Field for Jobs

    Adding conditional field logic capability, would increase productivity and efficiency. Having to scroll past several fields that are irrelevant is not only annoying but not practical. I have seen another post in here regarding this same feature from 2019 however there has been no response from JobNimbus.

    Not to mention, this feature would benefit your customers and would benefit JobNimbus by having similar features as your competitors.

    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

    1 comment  ·  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)
  6. Different card customizations for each list

    The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.

    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)
  7. Email Automation Shutoff

    The ability to shut jobs (or contacts) off from receiving emails triggered by automations you have set up. For example if a quote is sent out and you have an automation set up to send a follow up email 2,7,14,and 30 days after, you could shut a job off from this rule because they already told you they need x amount of time to make a decision.

    This would avoid emails going out to jobs that technically fall under the rules of the automation but don't need the follow up.

    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

    1 comment  ·  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)
  8. Have the first page of the work order and material order be a photo of the home and address

    We got accustomed to this with sumo quote. The first page of the work being the photo of the house and address really helps crews know they are at the right house. Also our supplier has mentioned that they really like this as it also helps their drivers when they are delivering materials before the job starts.

    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

    1 comment  ·  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. Organize Data By Address

    We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…

    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

    1 comment  ·  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)
  10. Non-US Date Layout on Signed Contracts

    Even when selecting a country (and culture) outside the US and enabling international support, the date format on signed contracts is MM-DD-YY instead of DD-MM-YY, this is causing confusion with our insurance company that indemnifies our jobs.

    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

    1 comment  ·  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)
  11. Referral Option with Lead Source Field

    I would like when I select referral for lead source that it gives me another drop down to connect a contact to this referral. At that point I should be able to create a new contact if need be or link it to a contact already in the system. Then from that I would like a KPI in the contact so when I go look at that contact I can see "referred jobs" and their status - closed won, lost, waiting for payment, whatever it may be. This would give me great tracking ability on whos referring who and if…

    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

    1 comment  ·  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. Job view feature improvements - sidebar coments

    when opening the sidebar there is no field for note taking, making the sidebar barely usable for everyday tasks

    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

    1 comment  ·  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. Add inspection images page to workorder from the signed quote

    In sumo quote when I create a work order it adds the inspection images page to the work. These are things the sales guy made a point to take an image for clarity on instructions or a particular item to the homeowner in his estimate and signed quote. This really helps improve communication to our crews. This way the right item gets removed or stays on the roof, or special details pointed out. It also saves me a lot of time not having to go into our photo album and repeat the process.

    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

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Add Color to Board Cards

    It would be helpful to organize jobs/contacts on boards by color

    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)
  15. Consolidate Photo Uploads

    It would be really helpful if the activity log could consolidate photo uploads. Right now, when multiple photos are uploaded at once, each one generates its own separate “photo uploaded to job” entry. This clutters the activity feed and makes it harder to track other important updates. Ideally, a single log entry could summarize the batch upload (e.g., “10 photos uploaded to job”), keeping the feed more organized and readable.

    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)
  16. ADD LEAD SOURCE TO CONTACTS ON JOBV2

    On the new "job experience" Lead Source is ONLY on Jobs not on Contacts. Need this on Contacts levels. Also must be able to run reports on Lead sources to track our lead flow.

    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)
  17. creating contact

    there is no diplay name edit option when creating a contact. unlike before. now you have to go to that chart you added an edit it from there

    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

    1 comment  ·  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. Email feature needs a significant update

    There are several corrections and improvements that should be made with email feature. One thing I noticed that can make any company look unorganized and needs to be addressed immediately is if you have 2 or more contacts listed and connected to a job, when you create an invoice and choose from the job contacts who it goes to, then email it to that same contact - it still pulls the "primary contact" info!

    Also, make email signatures per user a thing!

    Improvements need to be made to the CC feature

    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)
  19. Merge and Move Jobs

    It would be very helpful if I had the ability to move a job from one contact to another. We recently had a QB syncing issue and had to create a new contact in JN in order to sync. We had to manually download all the notes, documents, financials, etc from all 3 of the customer's jobs. Then make new jobs under the new customer, and manually add all the notes and documents and photos back in. I had to pay my office manager to spend an entire day on this project.

    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. ONE Job with Multiple Calendar Dates

    For our roofing company for Tile and Metal jobs we do them in phases, so we have been having to create 2 separate jobs and it is screwing everything up. We would ideally be able to have ONE job that you can include multiple days/weeks on the calendar.

    Example: Have it show for 8/18/25 - 8/20/25 then that same job back on the calendar for 9/2/25 - 9/5/25. That way it doesn't mess up our payroll or notes or anything and it all makes sense as to what happened with this job.

    Currently we have to create multiple jobs for…

    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)
← Previous 1 3 4 5 13 14
  • Don't see your idea?

Contacts & Jobs

Categories

Feedback and Knowledge Base