Sherri Simms
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23 votesSherri Simms
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18 votes
Definitely something that will be coming!
Sherri Simms
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94 votes
Great news! We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below. This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.
Sherri Simms
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70 votesSherri Simms
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214 votesSherri Simms
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21 votesSherri Simms
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19 votesSherri Simms
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21 votes
We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
Sherri Simms
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8 votesSherri Simms
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28 votes
Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.
We will definitely consider this going forward.
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59 votes
This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.
Sherri Simms
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An error occurred while saving the comment Sherri Simms
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I like the idea you are suggesting; however I see a conflict with how we are currently doing things...
We create Company Contacts where we fill in the company name in the Company Field. Then if we have an abbreviated name or nickname we use for them, we fill that in the Last name Field. The First Name remains blank.
This method makes the Last Name appear on the bottom right corner of all cards created when in the Jobs Boards View. This method is highly beneficial to us.
If JN makes all icons switch automatically based on the way the information is entered, this will cause a problem. I am not really sure why JN would want to do things this way since JN already has a system where users enter contact workflows and user has the option to assign an icon to such workflows. Why wouldn't JN just have the icon the user assigns display with such workflow? (Contact Workflows would have be to choose what type of contact - company, subcontractor, etc)
In either case, we are not talking about the same thing... my request I put in months ago was regarding icons per specific contact workflows (which is comparable to what I discussed above). The request I put in today was for the main display page for JN to allow for an option to change the icon displayed next to the "Contacts" under the Dashboard Icon and the word "Dashboard"
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149 votesSherri Simms
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14 votesSherri Simms
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Sherri Simms
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17 votes
Would you be able to submit these as individual requests? Let’s use the first one for this (I’ll update this ticket after you submit the other two) and do individual requests for the other two. That will help us gauge and engage each individually.
Thank you!
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10 votes
Definitely something we’ll be doing!
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39 votesSherri Simms
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34 votesSherri Simms
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123 votesSherri Simms
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17 votes
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.
Sherri Simms
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Having the job number referenced in Invoice and other associated documents to the job is a nice feature IF their is also an extension to the job number as to allow for multiple documents for the same job. In other words, if the customer is paying in thirds, then there would be three invoices associated with one job. It would not make sense for the customer to receive three invoices with the same three invoice numbers if they use job numbers for invoicing. The work around could be a hyphenated number such as Job #194567 could produce Invoice #194567-01 for this particular jobs first invoice.