JobNimbus Feedback

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Mathew Mulholland

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  1. 7 votes

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    0 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
  2. 112 votes

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    Viewed  ·  32 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
  3. 21 votes

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    2 comments  ·  Dashboard & Reports » Dashboard  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
  4. 14 votes

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    The fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).

    You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.

    Mathew Mulholland supported this idea  · 
  5. 17 votes

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    1 comment  ·  Financials » Templates  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
  6. 22 votes

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    4 comments  ·  Financials » Templates  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
  7. 79 votes

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    Viewed  ·  25 comments  ·  Searching JobNimbus  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland commented  · 

    We need to search for claim number or policy number sometimes. Certain insurance companies send us correspondence with only the claim number on it *ahem* USAA.

    Right now I have to search for USAA contact and look at the jobs listed and scroll through the column with the claim number until I find it. PIA

    Mathew Mulholland supported this idea  · 
  8. 34 votes

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    Viewed  ·  6 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland shared this idea  · 
  9. 39 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →

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  10. 26 votes

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    Viewed  ·  7 comments  ·  Settings » Workflows  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 16 votes

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    1 comment  ·  Contacts & Jobs » Boards  ·  Flag idea as inappropriate…  ·  Admin →

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    We’ve added Days in Status to board cards for Contacts, Jobs, and Work Orders. You can also see this number in the Details screens and in a column on your reports.

    While we haven’t added this to estimates and invoices yet, this should give you a good leg up to do some cool stuff!

    Enjoy!

    Mathew Mulholland supported this idea  · 
  12. 22 votes

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    Viewed  ·  5 comments  ·  Contacts & Jobs » Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  13. 16 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  14. 84 votes

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    8 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
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    Mathew Mulholland commented  · 

    Allow us to select a related contact in email under a Blind Carbon Copy. Possibly just a check box next to the contact we are selecting.

  15. 82 votes

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    Viewed  ·  15 comments  ·  Documents, Photos, Forms & Attachments » Photos  ·  Flag idea as inappropriate…  ·  Admin →

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    Mathew Mulholland supported this idea  · 
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    Mathew Mulholland commented  · 

    I am batch uploading them from Google Drive. They are in order in Google Drive and end up in a different order in JobNimbus. We can watch the files uploading and since some are faster uploading than others, the ones that upload first get the top spot. Can we sort by name or something?

    Mathew Mulholland shared this idea  · 

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