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Elizabeth Sanicola

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  1. 97 votes

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    Elizabeth Sanicola supported this idea  · 
  2. 35 votes

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    We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.

    As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments

    Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.

    Elizabeth Sanicola supported this idea  · 
  3. 73 votes

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    Elizabeth Sanicola supported this idea  · 
  4. 17 votes

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    You can create tasks directly from the calendar, which would allow you to see the calendar to a certain extent while creating that task, but it’s not ideal and we definitely want to do this.

    Thanks for the suggestion!

    Elizabeth Sanicola supported this idea  · 
  5. 124 votes

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    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

    Elizabeth Sanicola supported this idea  · 
  6. 172 votes

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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

  7. 21 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Tags  ·  Admin →
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  8. 123 votes

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    Elizabeth Sanicola shared this idea  · 
  9. 30 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Admin →
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    Elizabeth Sanicola commented  · 

    It would also be amazing to color code based on Work Order Status. We are really struggling with using the calendar function for WOs because we can only assign them based on the salesperson or crew leader. At this point, it would be cost prohibitive for us to organize it by crew leader or work type. However, having some more color functionality and the ability to split a work order by crew type would be a huge help.

    Elizabeth Sanicola supported this idea  · 
  10. 42 votes

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    Currently each item on the calendar is colored according to the assignee, but we always exploring new ideas and ways to better represent the information on the calendar.

    In the meantime, you can use icons in Task Type and Contact/Job/WO workflow settings to help distinguish between different types of items on the calendar.

    Thanks!

  11. 9 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs  ·  Admin →
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    Elizabeth Sanicola shared this idea  · 
  12. 214 votes

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    Elizabeth Sanicola commented  · 

    Not a great solution, but you can do this if you sync your calendar to your google calendar. Just go in and create the items in your google cal. and then allow it to migrate over to Job Nimbus.

  13. 73 votes

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    Elizabeth Sanicola supported this idea  · 
  14. 13 votes

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    Elizabeth Sanicola supported this idea  · 
  15. 106 votes

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    Elizabeth Sanicola supported this idea  · 
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