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JobNimbus Feedback

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Contacts & Jobs

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304 results found

  1. Have address auto-fill from Google Maps as it's being entered.

    We're migrating from Acculynx. Acculynx uses Google Maps and will auto-fill an address when we're entering a new lead's address. This is a benefit because 1) It makes our entries consistent, and 2) ensures we're going to the correct house.
    Please add this feature.

    91 votes

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    14 comments  ·  Maps  ·  Admin →
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    Great news!  We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below.  This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.

  2. 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.

    7 votes

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    Viewed  ·  0 comments  ·  Boards  ·  Admin →
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  3. 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

    5 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  4. 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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    0 comments  ·  Boards  ·  Admin →
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  5. Allow customers access to JobNimbus

    Allow customers access to JobNimbus

    5 votes

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    1 comment  ·  Admin →
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  6. 1 vote

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  7. 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.

    3 votes

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    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
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  8. Customize Column totals on boards

    Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related

    2 votes

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    0 comments  ·  Boards  ·  Admin →
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  9. Custom fields open more fields when filled

    It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.

    5 votes

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    1 comment  ·  Fields  ·  Admin →
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  10. In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO

    In Work Order tab:

    1. To customize the columns (trying to keep the same start date, which is the only one showing, but using the end date to reflect the progress (using the status changes, e. g. Start status: 7/1, In-Progress status: 7/3, Completed status: 7/5) therefore we can use the Start & End dates to create Gantt chart.

    2. To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.

    3. Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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  11. 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.

    2 votes

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    Viewed  ·  0 comments  ·  Boards  ·  Admin →
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  12. Make customer addresses have a clickable link to a map

    It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.

    30 votes

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    1 comment  ·  Contacts  ·  Admin →
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  13. Estimate Preview

    It would be nice to be able to preview estimates prior to saving.

    2 votes

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  14. Merge lead sources

    I would like to be able to merge lead sources that are similar. We have several "duplicates" and would like to just merge them for better reporting

    2 votes

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  15. full calendar in app

    Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.

    2 votes

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  16. 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.

    6 votes

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  17. Add additional phone numbers to Job

    We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.

    2 votes

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    0 comments  ·  Fields  ·  Admin →
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  18. Status change stamps

    I would like the job to be "stamped" with a date when the status was changed so that it would be easy to see how long the job was in each status. Also be able to pull a report and see the breakdown or average on how long a job is in each status.

    2 votes

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  19. 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.

    3 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  20. 3rd tier of Customer/jobs

    We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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