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

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. accurate Budget and Financial Document conversions

    We have the ability to enter (our) cost and sell price on Products and services and even break down material and labor. Then we can use this to create an estimate. We can then convert this to a budget, work order and Invoice. But when converting to a budget, it would be nice to auto populate our expected cost and sell prices from our item lists to create the budget. When a budget is converted to a work order, it should pull the labor price from the item list. When it is converted to a material order, it should pull…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Time-based status archiving

    There should be a way to have contacts within one status both active and archived, and after a designated number of days the contacts would automatically be archived (as opposed to having to create a separate archived status and automation)

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Board filter for number of contacts that flowed through a status within a specified date range

    Board filter for number of contacts that flowed through a status within a specified date range

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  5. Days created aging in all jobs

    A way to be able to see how many days a job has been open since created and not just in status

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  6. We would like to have a separate tab for emails and notes. It is hard for our PM's to look through everything on the mobile app!

    We would like to have a separate tab for emails and notes. It is hard for our PM's to look through everything on the mobile app!

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. It would be nice if there was an option for your contacts to show up in the order they were created.

    We use our contacts as lead sheets. Once my secretary takes a phone call from a potential customer. She creates a contact and assigns it to a salesman. When the salesman looks at the contacts and sees them in the order they were entered and not last updated, they could be more accurate about calling our customer's back in the order they called us.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add related contact to job without all of the related contact's previous emails being posted on your new job.

    I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Job/Contact Pop ups

    At times, we have customers or situations that we need everyone to be aware of, but don't necessarily need it in the job description. IE - flagging the "crazy customers" - a pop up that alerts staff when they open that customer's contact or job would be helpful here! Kind of like medical alert pop ups (ie - allergic to latex) that pops up at doctor's offices and hospital systems.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  10. export transaction records into excel

    It would be great to export estimates, invoices, payments, etc into CSV format.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Filter Jobs with a board to view all jobs or jobs assigned to me.

    Would like to have the ability - if the admin has turned on the ability for users to view all jobs in boards - Give the individual user the ability within boards to show all jobs or just jobs that are assigned to them.

    We have a lot of jobs and employees - We don't want to handicap users by only allowing them to see just jobs assigned to them - there are many times that they need to see all jobs to have an idea of what's going on - but at the same time, it would be good…

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  12. More than 10 Jobs in list view

    More than 10 Jobs in list view

    8 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Guam as an option for a state

    We picked Job Nimbus as our CRM for our solar sales in Guam. We need to be able to chose Guam as a state.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Duplicate/Clone a Board

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

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  15. Contact/Job Pop Up & New Unique Fields - UI Layout Control

    When we create new fields for contacts or jobs you simply post it at the bottom of the second column of fields. We need the ability to control the layout of the popups. For example, I added the field "Title" as in, the title the person has at the company they are working for. It'd be intuitive to move this field to be under the "Company" field, not where you simply drop it.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Opportunity child record

    Create an opportunity subtab, Opportunity. It should be a child record, sublist. We should be able to attach multiple estimates to this opportunity. That will allow us to track our follow-ups activities to one opportunity rather than trying to keep up with the multiple estimates we created from that one opportunity/appointment. Once an opportunity is won then the estimate should be able to be assigned to a Job. The opportunity record should allow for forecasting/pipeline analysis. Nothing new under the sun here.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Hide Contact Subtabs

    Give us the ability to hide certain contact subtabs. Also give us the ability to hide " + Add Job, + Add Task" at the top of the screen.

    With Jobs enabled we have no reason to create estimates docs pics, etc on the contact (parent) level. One, it's too much noise. Two, requires us to train on parent child relationships and why to use the child record rather than the parent.

    Because you don't give the option to for auto-generated unique id for the job name, we're requiring our team to use the customer name - 1, customer name…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Require notes for Lost Jobs

    We have a lost job status, I would like for there to be a way require that the salesman make a note as to why it was lost when they select that status

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to set a default Contact Type (for most frequently used)

    Ability to set a default Contact Type (for most frequently used type, like "Customer" for example).

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Contacts & Jobs

Categories

Feedback and Knowledge Base