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19 results found

1. Zapier to JobNimbus Not Adjusting for DST

   2 votes

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   0 comments  ·  Integrations » Zapier  ·  Delete…  ·  Admin →
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2. Using Automations to Assign users or sales reps

   8 votes

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   2 comments  ·  Settings » Automation  ·  Delete…  ·  Admin →
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   Jay Gamero commented  ·  May 2, 2023  ·  Edit…  ·  Delete…

   I really need this waiting on someone to become available is not ideal I have used zapier to auto assign to a specific sales rep but I would like to have more control with automations specifically for contact types, cities, etc

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   Jay Gamero supported this idea  ·  May 2, 2023

3. Activity Default to "All" instead of "User Created"

   29 votes

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   Gathering Feedback  ·  5 comments  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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   Jay Gamero supported this idea  ·  Apr 6, 2023

4. Conditional Field for Contacts and Jobs

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   41 votes

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   Viewed  ·  5 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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   Jay Gamero supported this idea  ·  Apr 6, 2023

5. Make customer addresses have a clickable link to a map

   32 votes

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   1 comment  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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   Jay Gamero supported this idea  ·  Apr 6, 2023

6. Pin important Notes to top of activity

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   87 votes

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   12 comments  ·  Contacts & Jobs » Activity & Notes  ·  Delete…  ·  Admin →
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   Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Great idea! Thank you for your suggestion.

   The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

   Jay Gamero supported this idea  ·  Apr 6, 2023

7. Bulk/Batch Edit

   74 votes

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   Viewed  ·  21 comments  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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   Jay Gamero commented  ·  Apr 6, 2023  ·  Edit…  ·  Delete…

   needed so much especially for tasks

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   Jay Gamero supported this idea  ·  Apr 6, 2023

8. Have address auto-fill from Google Maps as it's being entered.

   101 votes

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   15 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Planned  ·  AdminMichael Jenson (Admin, JobNimbus) responded

   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.

   Jay Gamero supported this idea  ·  Apr 6, 2023

9. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

   149 votes

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   Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Jay Gamero supported this idea  ·  Apr 6, 2023

10. Restrict Moving Job out of Certain Statuses (Protected Statuses)

    18 votes

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    Viewed  ·  6 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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    Jay Gamero commented  ·  Apr 6, 2023  ·  Edit…  ·  Delete…

    I cant explain the frustration it causes when someone moves a job out of a status and retriggers automations or it causes it to get lost out of boards

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    Jay Gamero supported this idea  ·  Apr 6, 2023

11. Have a visual indicator to show when a job file hasn't been updated recently.

    22 votes

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    Gathering Feedback  ·  0 comments  ·  Contacts & Jobs » Jobs  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 6, 2023

12. Task Templates

    12 votes

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    Viewed  ·  1 comment  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

13. Calendar list view (vertical or horizontal) of each team member with the respective jobs/tasks

    6 votes

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    0 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

14. Add Sales Rep Phone number in Email Template

    7 votes

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    2 comments  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

15. Need more task icons to choose from when customizing tasks

    2 votes

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    0 comments  ·  Calendar & Tasks » Tasks  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

16. Calander

    13 votes

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    1 comment  ·  Calendar & Tasks  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

17. Duplicate/Clone a Board

    18 votes

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    0 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    Jay Gamero supported this idea  ·  Apr 5, 2023

18. Automations Triggered by Forms

    31 votes

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    5 comments  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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19. Add Cost, Price, Totals to Work and Material Order Tools

    19 votes

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    Viewed  ·  4 comments  ·  Financials » Templates  ·  Delete…  ·  Admin →
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