JobNimbus Feedback

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Contacts & Jobs

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  1. 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.

    1 vote

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  2. Bigger Custom Field boxes to allow for more than one line

    I've created my own custom contact text field. 
    I'd like it to be like the description field, which allows for more than one line.

    2 votes

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  3. Additional filtering options and bulk edit from contact list view

    I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.

    2 votes

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  4. Default "Shadow Text" in Fields

    Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.

    Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222

    2 votes

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  5. Add Phone & Email as Contact/Job Field Types

    The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.

    2 votes

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  6. Built in field for inspection date and time

    We'd like to have a field for inspections, where we can add a date and time that shows up on the inspector's calendar. Feel free to call me to discuss this idea.

    2 votes

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  7. Limited access on contacts

    We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)

    1 vote

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  8. Ability to add headers to contact information

    The option to change text or add headers to contact information for custom fields so they are broken up a bit.

    1 vote

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  9. 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.

    1 vote

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  10. 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.

    2 votes

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  11. "Related contact" vs "add contact" in jobs

    Ability to add a "related contact" to a job without having to "edit" the job instead of "add contact" (which doesn't even attach to the job) that is currently an option under the 3 dots in jobs.

    1 vote

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  12. Move Boards Around, Create more flexibility

    On the board view, have the ability to move boards around and sort them out in sections.
    For example, when you are on the Contacts page in board view, say you have 10 boards but all the boards are lined up next to each other like sentences in a paragraph creating 2 lines of boards.

    Would like the ability to be able to move these boards around so he can have 4 or 5 lines (or sections)
    The best work around for this is to adjust the size of your browser.

    Check out this screen recording to get a better…

    1 vote

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  13. Notify salesperson when they are removed from contact or job

    When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.

    1 vote

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  14. Disable the ENTER key from being the same as SAVE. I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form

    I'd like to be able to use EITHER the Tab key OR Enter key when moving through the form. Currently, when I hit Enter it CLOSES THE EDIT AND GOES BACK TO CONTACT PAGE.

    1 vote

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  15. Dispatch

    I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.

    1 vote

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  16. Also viewing

    It would be helpful if there were a "UserName is also viewing this" notification if you open a job or try to edit an invoice/work order/estimate that another team member is using. We have had situations where edits were lost or communication crossed when two people were in a file at the same time. I do appreciate that multiple people can use a job at the same time, but a shared user notification would eliminate some issues.

    1 vote

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  17. Job Merging

    Create a way to merge two Jobs together.

    10 votes

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  18. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    23 votes

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  19. More than 10 Jobs in list view

    More than 10 Jobs in list view

    19 votes

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  20. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    20 votes

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