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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.

Lauren Wilson

← Feedback for JobNimbus

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5 results found

  1. Match Invoice #'s, Work Order #'s, to Job/Contact number

    29 votes

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    6 comments  ·  Settings  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.

    We will definitely consider this going forward.

    Lauren Wilson shared this idea  · 

  2. Advanced Search - Add Filters and Fields

    145 votes

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    Viewed  ·  43 comments  ·  Searching JobNimbus  ·  Admin →
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    Lauren Wilson commented  · 

    It would be great if we could have a setting for what information is accessed by the Search bar. Or at least a way to filter the results so that when I typed in "Robin" it didn't pop up with every contact with the last name Robinson, every job done on Robins Song Dr, etc.

    Lauren Wilson supported this idea  · 

  3. Second "primary contact" on the contact with additional phone number and email fields

    45 votes

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    Gathering Feedback  ·  4 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Lauren Wilson supported this idea  · 

  4. Custom Fields based on Workflow Type (Contact, Job, WO)

    147 votes

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    45 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Lauren Wilson supported this idea  · 

  5. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Lauren Wilson supported this idea  · 

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