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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!

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187 results found

  1. Being able to delete multiple photos at once, instead of one at a time

    When will we have the ability to be able to delete multiple photos at once? It seems like a basic function. Keep an open mind?

    We would love that, because all to often I will upload 100 of the wrong kind, and then I have to drudgely delete 100 .....one at a time. Lol, would love a work around.

    5 votes

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  2. Required Field When Moving a Job to Lost

    When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.

    3 votes

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  3. apluscontractorssean@gmail.com

    Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.

    2 votes

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  4. Search by Claim Number

    When searching for clients, you can use the phone number, email, or name. You can never search by the Claim number. When adjusters call, they sometimes only refer to the claim number and not the insureds name. It would make it easier to type that in and find who they are calling about. Or when an email comes through and there is no name in that email, just the claim #.

    2 votes

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  5. reply all

    When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....

    2 votes

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  6. Print a PDF of a signed or blank proposal.

    Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.

    4 votes

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  7. Please make V2 available to the Canadian market

    We are new to JobNimbus and have been onboarding with V2 but are now trying to use the system only to find that V2 does not allow up to input our contacts in our Canadian market. V2 only has drop down the menu for States (not provinces) and an option for zip code but not postal code.

    2 votes

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    Started  ·  1 comment  ·  Admin →
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  8. Deleting Products & Services

    There has to be a way to delete products and services you do not want. Currently you can hide them, but they are still in the system. Someone within the company or JobNimbus should have the ability to remove unwanted products from their account. I can delete an entire job, with all the history in it, but can't delete a product?

    2 votes

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  9. Subcontractor Access

    Subcontractors should have access to review Work Orders, upload photos, review photos, and fill out forms. Once a subcontractor has been awarded a job, their dollar amount should be like a salesman and we should be able to see how much we have awarded and paid them to date and able to be filtered down by week, month, year, all time.

    3 votes

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    1 comment  ·  Admin →
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  10. County Field

    It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  11. Ability to create recurring monthly tasks instead of entering them manually every month.

    Ability to create recurring monthly tasks instead of entering them manually every month.

    6 votes

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  12. color subcontractor

    Being able to Color Code Subs or Vendors Just like Team Members.

    This could be done in 2 Ways Either Direct by Vendor or Subcontractor or Alternately by Trade

    Having this ability it allows to look at a calendar and see directly who or what trade is on the job next just as we can with team members. Having a large database of subs and vendors it is an instant flash on the calendars

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  13. Print Emails

    I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.

    2 votes

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  14. Properties Menu For A Single Contact

    When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. Photo Download or Print

    Select certain photos to download or print without having to download them all and click on each individual photo.

    3 votes

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  16. Connecting attachments to new jobs from old jobs

    Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.

    3 votes

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  17. Workflow location

    Separate workflows by location

    2 votes

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  18. change order

    It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.

    4 votes

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  19. Export Gmail Emails to CSV

    Looking to streamline your email management and safeguard your Gmail data efficiently? Look no further! Exporting Gmail emails to CSV (https://www.cigatisolutions.com/blog/export-gmail-emails-to-csv-format/) has never been easier, thanks to the Cigati Gmail Backup Tool.

    Cigati Gmail Backup Tool is the ultimate solution for hassle-free email export. This powerful software ensures that all your Gmail emails, including attachments and metadata, are securely backed up in CSV format. With its user-friendly interface and robust features, you can effortlessly export Gmail emails in just a few clicks.

    Why choose Cigati Gmail Backup Tool over manual methods? First and foremost, it saves you valuable…

    2 votes

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  20. Highlight primary contact in green. Green = Money = the person who pays the bills

    Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.

    3 votes

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