JobNimbus Feedback

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Contacts & Jobs

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  1. 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.

    5 votes

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

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  2. Filter boards by Job dates

    Would like to be able to filter boards by Job date

    2 votes

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  3. allow customizing of contact information page.

    Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.

    3 votes

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    Gathering Feedback  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Add notes to a board

    I would like to be able to add notes to a Contact/Job board.

    1 vote

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  5. Turn off drop downs/pop ups in new contacts

    When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.

    3 votes

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    Gathering Feedback  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Customize Stage options

    Would like to set up custom stages

    3 votes

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  7. Create New Job under existing Customer via Email

    Similar to how you can send an email to JobNimbus today to add things to an a job. I would like to be able to include in my subject line something like [Customer#1234,Job#NEW] and a new job be create under that customer. I would need to have a created field template or required sync edit to make sure all my required or unique fields are populated but it would save time when I am getting estimates request or repeat work from the same customer.

    1 vote

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  8. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    1 vote

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    Gathering Feedback  ·  1 comment  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Hide contact ID

    The ability to be able to hide the contact ID on the contact file page.

    1 vote

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

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

    1 vote

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  11. Map that shows previous job locations

    Add a map feature to JobNimbus that shows location data points for previous completed jobs.

    1 vote

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