JobNimbus Feedback

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Stuart Haas

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  1. 20 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
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    Stuart Haas commented  · 

    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.

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  2. 24 votes

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    Viewed  ·  2 comments  ·  Financials » Templates  ·  Flag idea as inappropriate…  ·  Admin →
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    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.

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  3. 70 votes

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    Viewed  ·  25 comments  ·  Searching JobNimbus  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
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    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.

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    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

  4. 50 votes

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    5 comments  ·  Contacts & Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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    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.

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  5. 157 votes

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    Viewed  ·  39 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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    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 supported this idea  · 
  6. 41 votes

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    Viewed  ·  15 comments  ·  Calendar & Tasks » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
  7. 58 votes

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    Viewed  ·  8 comments  ·  Mobile » Web Functionality To Mobile  ·  Flag idea as inappropriate…  ·  Admin →
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    Stuart Haas commented  · 

    It would also be useful to have a read only version of the admin calendar available to sync with outlook or ical

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    Stuart Haas commented  · 

    Not having this really hurts us. I have to hang up the phone with customers (or worse, insurance adjusters), either call my office to schedule or get in front of a computer.

  8. 23 votes

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    Viewed  ·  6 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas shared this idea  · 
  9. 21 votes

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    Viewed  ·  4 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →
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    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.

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  10. 28 votes

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    4 comments  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
  11. 15 votes

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    Viewed  ·  3 comments  ·  Contacts & Jobs » Tags  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
  12. 49 votes

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

    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.

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    Stuart Haas commented  · 

    Need to be able to save images in the signature also

    Stuart Haas supported this idea  · 
  13. 22 votes

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    Viewed  ·  4 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
  14. 23 votes

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    3 comments  ·  Financials » Budgets & Job Costing  ·  Flag idea as inappropriate…  ·  Admin →

    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  · 
  15. 15 votes

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    1 comment  ·  Dashboard & Reports  ·  Flag idea as inappropriate…  ·  Admin →

    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 supported this idea  · 
  16. 18 votes

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    Viewed  ·  2 comments  ·  Integrations » Suppliers  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas supported this idea  · 
  17. 19 votes

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    Viewed  ·  4 comments  ·  Settings » Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
    Stuart Haas shared this idea  · 

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