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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!

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Natalie Sanders

← Feedback for JobNimbus

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11 results found

  1. Adding related contact by searching company name

    2 votes

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    1 comment  ·  General  ·  Admin →
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    Natalie Sanders supported this idea  · 
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    Natalie Sanders commented  · 

    Issue: Search limitation when adding related contacts.
    Current Behavior: Search only queries 'First' and 'Last' name fields.
    The Problem: Users cannot find Property Management companies because keywords located in the Display Name (e.g., "Parent" or the company name - including the company name field) are ignored.
    Requirement: Align this search tool with the standard search bar capabilities so it recognizes Display Name keywords.

    Natalie Sanders shared this idea  · 

  2. Lead source on app

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Natalie Sanders shared this idea  · 

  3. More Branding/Color Options on NSE

    16 votes

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    2 comments  ·  Financials » Estimates  ·  Admin →
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    Natalie Sanders supported this idea  · 

  4. Mass delete tasks

    4 votes

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    0 comments  ·  General  ·  Admin →
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    Natalie Sanders supported this idea  · 

  5. The capability to save reports from the Insights dashboard like you can in Classic Reports.

    3 votes

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    0 comments  ·  General  ·  Admin →
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    Natalie Sanders supported this idea  · 

  6. Hide/Delete Company Documents used in Emails

    40 votes

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    5 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    Natalie Sanders supported this idea  · 

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

    199 votes

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    Planned  ·  53 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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  8. Engage conversations to be assigned to sales rep

    18 votes

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    1 comment  ·  Communication » Text  ·  Admin →
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  9. Automations that Send Recent Invoice upon Job Completion

    23 votes

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    3 comments  ·  Settings » Automation  ·  Admin →
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  10. JobNimbus Job address should sync to Ship to address in QuickBooks

    10 votes

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    0 comments  ·  Integrations » Bookkeeping  ·  Admin →
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  11. Schedule by area

    6 votes

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    0 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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