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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.

Beth Anderson

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46 results found

  1. Sort Tasks Geographically

    13 votes

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    1 comment  ·  Calendar & Tasks » Tasks  ·  Admin →
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    Beth Anderson commented  · 

    Leap has this function!!!

    Beth Anderson shared this idea  · 

  2. New companies should receive helpful articles or questionnaire

    1 vote

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    0 comments  ·  General  ·  Admin →
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    Beth Anderson shared this idea  · 

  3. Make lead source a required option

    4 votes

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    1 comment  ·  General  ·  Admin →
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    Beth Anderson commented  · 

    A built in option should be "not a customer or lead". That way you can use JN to keep other names like suppliers, crew bosses, painters,

    Beth Anderson supported this idea  · 

  4. Insert template field for the First name only of a sales user

    3 votes

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    1 comment  ·  General  ·  Admin →
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    Beth Anderson commented  · 

    AND you need {rep photo} {rep direct phone}. In addition to {rep first}

    Beth Anderson supported this idea  · 

  5. have a main contact with multiple underneath

    4 votes

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    1 comment  ·  General  ·  Admin →
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    Beth Anderson commented  · 

    I think the entire database needs to have the address as the key field. Then you can hae multiple emails, the renter phone numbers. And THE ABILITY TO TELL WHICH EMAIL IS ABOUT WHICH ADDRESS. We have landlords who get ****** because they can't tell which email or text we send it about which property. This would solve multiple issues.

  6. Forwarding Emails

    13 votes

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    0 comments  ·  Communication » Email  ·  Admin →
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    Beth Anderson supported this idea  · 

  7. Upload Size Limit

    3 votes

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    1 comment  ·  General  ·  Admin →
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    Beth Anderson supported this idea  · 

  8. Customer Access Portal in JobNimbus

    10 votes

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    2 comments  ·  General  ·  Admin →
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    Beth Anderson commented  · 

    We did this. But it is perilous because a sales rep could say something negative. I think this ability exists.

  9. Adding additional characters to the Contact Fields

    1 vote

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    1 comment  ·  General  ·  Admin →
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    Beth Anderson commented  · 

    When we send letters to customers, each has {rep photo}, {rep name} and {rep phone}. We bumped up against the {rep phone} character limit.

    This is a feature you should set up for all clients.

    Beth Anderson shared this idea  · 

  10. Move Estimate from Contact to Job

    126 votes

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    Gathering Feedback  ·  28 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Beth Anderson supported this idea  · 

  11. Use Enter Key instead of Mouse

    4 votes

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

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

    4 votes

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

  13. Make shingle colors searchable

    10 votes

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

  14. A way to search for certain verbiage

    4 votes

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

  15. make addresses auto populate when adding an address in job nimbus

    20 votes

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    3 comments  ·  Searching JobNimbus  ·  Admin →
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    Beth Anderson supported this idea  · 

  16. Improved Search by First Name Last Initial

    8 votes

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

  17. JN record ID# as the display name

    3 votes

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

  18. Search Bar is too specific

    5 votes

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

  19. Data should be organized around the building address, not owner name

    1 vote

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    0 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Beth Anderson shared this idea  · 

  20. We need to search by phone number.

    16 votes

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    2 comments  ·  Calendar & Tasks  ·  Admin →
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    Beth Anderson commented  · 

    We often try to search a phone number to identify phone calls where no Caller ID pops up.

    Beth Anderson shared this idea  · 
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