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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.

Aegis Admin Anderson

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19 results found

  1. Would like a search option for Company Documents

    3 votes

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    0 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson shared this idea  · 

  2. Have Search Bar display the customer's first and last name in the dropdown

    3 votes

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    2 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  3. Ability to search contact/job fields that contain special characters

    3 votes

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    0 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  4. Make shingle colors searchable

    7 votes

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    0 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  5. Having the choices to choose from when searching.

    4 votes

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    0 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  6. Advanced Search - Add Filters and Fields

    145 votes

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    Viewed  ·  43 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  7. Search functionality for Automations (key words, etc.)

    6 votes

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    0 comments  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  8. Add a setting to filter search field

    6 votes

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    1 comment  ·  Searching JobNimbus  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  9. Price List Integration with Major Supply Companies for Material Orders

    33 votes

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    Started  ·  3 comments  ·  Integrations » Suppliers  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  10. Integrate with ABC Supply

    88 votes

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    Viewed  ·  12 comments  ·  Integrations » Suppliers  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  11. Remove Sunlight Financial Banner

    37 votes

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    1 comment  ·  Integrations » Financing  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  12. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    162 votes

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    Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Aegis Admin Anderson commented  · 

    Add the ability to set an additional field with a hyperlink option so that we can add additional emails to our Contacts.

    Aegis Admin Anderson supported this idea  · 

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

    44 votes

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    Gathering Feedback  ·  4 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  14. Quick Actions for Board Cards

    39 votes

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    Gathering Feedback  ·  3 comments  ·  Contacts & Jobs » Boards  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  15. Pin important Notes to top of activity

    86 votes

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    12 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

    Aegis Admin Anderson supported this idea  · 

  16. Percentage finance charge

    11 votes

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    Viewed  ·  0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  17. 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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    Aegis Admin Anderson supported this idea  · 

  18. Save payment terms on invoice templates

    38 votes

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    4 comments  ·  Financials » Templates  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

  19. Color Coding for Workflow Types

    31 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Admin →
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    Aegis Admin Anderson supported this idea  · 

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