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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!

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

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304 results found

  1. Sales Pipeline- retro actively remove contacts if they are moved to lost status.

    If a contact is entered into a status with sold stage it reports on the sales pipeline. However, if that contact cancelled and no longer will install with company, they move it to lost status. However, the contact is still left lingering on the dashboard of the sales pipeline. Cannot remove it and would be nice if we could.

    1 vote

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  2. The Ability to change Workorder list

    The ability to change the order list under the contact/ job file where it states work order.

    2 votes

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  3. Admin ability to override dates

    Sometimes we forget to move the status. Admins should be able to override dates to create accurate reporting.

    Report on productivity, and efficiency of a workflow or personnel by having a report based on a timestamp from one status to the other, or from one action to another.

    2 votes

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  4. NOTES tab in contact/job

    Can we please have a SEPERATE TAB for NOTES so that we can follow Chronologically with out searching through ALL the Activity.

    2 votes

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  5. Create/Allow Custom Creation of Tabs Adjacent to Work Orders tab. (See Photo)

    Devs/Forum Admin: In many different iterations, this issue has been raised by other users. I'd like to propose a solution to solve all the different feedback proposed in regards to this meta-issue. I'll link to similar feedback below. Please note this fix would solve a major problem JN has in opening up marketability to a specific class of roofing contractor. Insurance Restoration Contractors who perform 85%+ insurance work rather than retail typically opt for systems like JobProgress, Acculynx, & GiddyUp as you can get a sense for if you spend 5 minutes searching through FB groups such as Level The…

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Board Names

    It would be nice to see board names on the top header of the page so we can easily access each board in one click.

    1 vote

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  7. Add One Click Button Options So Jobs Can Be Moved Through The "WorkFlow" Easier

    Please make it to where installers out in the field can CHANGE status of a job by a one click button option. Currently if a job is scheduled and they go and finish that job there is no way of admin knowing the job is complete without them @Admin in the notes section and physically typing "Job is complete" than the admin has to Manually drag the job from "Scheduled" tab to "Complate" tab. HUGE problem for us because a job thats complete might stay in the "scheduled" tag for weeks before someone relizes that jobs been done and has…

    1 vote

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  8. Show Available Boards in Navigation (1 click to boards)

    Since you have moved the navigation menu to the top of the screen it would be nice to show the boards across the top of the screen. So if you have four boards the name of each would be listed so we don't have to click multiple times to get into a board.

    1 vote

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  9. 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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    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
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  10. Improve flow of setting up job/contact

    Intuitive flow on setting up a contact and jobs. 1. You have two tabs for adding contacts on the contact page. If the correct one is not chosen they will not connect to original intake and not appear on the sales funnel. Your training description read choose upper right corner. They are both in the upper right corner. This is extremely confusing and causes a great deal of problems as the jobs and followup move forward. 2. There needs to an ability to delete as well as add product. That is not in your guide. Your user guide is NOT…

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  11. Days since last contact

    It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…

    7 votes

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  12. 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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  13. Automated Custom Fields

    Create a way for certain contact/job custom fields to populate data based on information that is filled in other fields

    10 votes

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    0 comments  ·  Fields  ·  Admin →
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  14. Clickable hyperlink in Notes

    When copying and pasting a hyperlink as a Note, it almost never works when you have more text before or after the link. The system detects the beginning and end of the hyperlink incorrectly and forces you to manually copy and paste it in order to open it.

    4 votes

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  15. Pull Job costs into JobNimbus from Quickbooks

    I have reps that want to view their job costs all the time, and this is an incredibly useful feature in Acculynx that JobNimbus is missing. Being able to look at a Job costs tab would be awesome!

    11 votes

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    1 comment  ·  Admin →
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  16. Map is not working for jobs

    The map works for the contacts on the calendar but does not work for jobs.

    1 vote

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    0 comments  ·  Maps  ·  Admin →
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  17. Do not display unused fields when printing Contact

    I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.

    6 votes

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    0 comments  ·  Fields  ·  Admin →
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  18. Searchable field for Insurance Clam #

    It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!

    6 votes

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  19. Lock Board Layout

    The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around

    4 votes

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  20. Ability to Change Job Status in the List

    In the list under "jobs", I would like to be able to change the status directly in the list instead of clicking on the 3 dots to change the status.

    2 votes

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