Stuart Haas
My feedback
15 results found
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26 votes
An error occurred while saving the comment Stuart Haas
supported this idea
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41 votes
An error occurred while saving the comment Stuart Haas
commented
This is quite important for our workflows. We now have to keep paper checklists alongside jobs in JN and to say it's awkward and inefficient, is an understatement.
Stuart Haas
supported this idea
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145 votesStuart Haas
supported this idea
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An error occurred while saving the comment Stuart Haas
commented
Until there is a universal search, it would be very helpful that we could select which fields are able to be searched. We do a lot of insurance work and need the ability to search the system for a claim number. I'd suggest a check box to enable search. To be able to do that with existing fields is ideal.
An error occurred while saving the comment Stuart Haas
commented
We really need a full featured search that searches the entire database. We often need to find esoteric things that are mentioned within notes or task
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61 votes
Tasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
An error occurred while saving the comment Stuart Haas
commented
It would be extraordinarily helpful if there was a way to track tasks within a job separate from workflows, or between statuses. For example, we could apply for a construction permit, and while waiting for it, have other tasks or status going on while waiting for it. Then we need to signify it has been obtained. A checklist or checklist template for within jobs would accomplish this. Display it at the top.
Stuart Haas
supported this idea
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230 votes
An error occurred while saving the comment Stuart Haas
commented
This is pretty important. We need it to close of blocks of time to prevent scheduling of meetings. And for repeating office meetings.
Also, remember, many of us use Office365 or other calendaring solutions.
Stuart Haas
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52 votesStuart Haas
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32 votes
An error occurred while saving the comment Stuart Haas
commented
It would be great if you could automate running a report on a schedule and emailing results. I'd like to be able to see what changes were made by my team daily, among other things.
Stuart Haas
supported this idea
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29 votes
This is something that I’ve been wanting, too. It’s on our development list and we’ll keep you updated as we get closer.
Stuart Haas
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22 votesStuart Haas
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130 votes
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.
An error occurred while saving the comment Stuart Haas
commented
Need to be able to save images in the signature also
Stuart Haas
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28 votesStuart Haas
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42 votes
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.
Stuart Haas
supported this idea
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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!
Stuart Haas
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33 votesStuart Haas
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24 votesStuart Haas
shared this idea
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I'd like to be able to format text in the notes in a job. I've been putting checklists there and formatting would be helpful.