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JobNimbus Feedback

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Contacts & Jobs

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45 results found

  1. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    33 votes

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  2. Right Click Cards to Open In New Tab/Window

    Please make a contact inside a board "right click - able"

    22 votes

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  3. Days Since (Age Tracking)

    Jobs in a certain status since..., invoice in a status since...

    Once an invoice has been sent out it would be nice if JobNimbus had a way of keeping them in an aging que that tracks how many days go by with out payment and it makes you aware of when invoices are nearing their due date, due and when they are past due. Maybe like a green, yellow, red system. I think this would not only be helpful for those in billing but it would allow follow up with the clients before invoices become due.

    16 votes

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    We’ve added Days in Status to board cards for Contacts, Jobs, and Work Orders. You can also see this number in the Details screens and in a column on your reports.

    While we haven’t added this to estimates and invoices yet, this should give you a good leg up to do some cool stuff!

    Enjoy!

  4. Save screen position when using "Back to Board" link

    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.

    14 votes

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  5. 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.

    13 votes

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  6. Duplicate/Clone a Board

    I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.

    12 votes

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  7. Unread Email indicator on Board Cards

    When someone emails you to jobnimbus directly the person file should be highlighted until open

    10 votes

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  8. 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.

    8 votes

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  9. 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.

    7 votes

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    Gathering Feedback  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
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  10. Old Boards

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

    7 votes

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  11. Change aesthetics of the new boards

    Change the aesthetics of the new boards so that (1) more columns can be seen on the screen at a time (reducing or preventing the need to scroll to the right), and (2) so that more contact/job cards appear in each column (reducing or preventing the need to scroll down), and (3) increase the number of visible characters for the column names displayed at the top of each column (so that we can see the full name and not just an abbreviated portion of the column name).

    6 votes

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  12. The ability to show job/contact description on the board

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

    6 votes

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  13. Minimize Card size on new board

    I would like to be able to minimize the size of the cards on the new boards.

    5 votes

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  14. 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

    5 votes

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  15. 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.

    5 votes

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  16. 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.

    4 votes

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  17. 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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  18. 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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  19. Custom Field Filters on Boards.

    The ability to filter boards based on custom fields.

    3 votes

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  20. Customize Contact Boards

    It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.

    3 votes

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