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JobNimbus Feedback

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Matthew Arvin

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16 results found

  1. Subcontractor Access

    39 votes

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    11 comments  ·  Documents, Photos, Forms & Attachments  ·  Admin →
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    Matthew Arvin supported this idea  · 

  2. CRITICAL NEED!! - ESTIMATE TEMPLATES DO NOT SYNC WITH PRODUCTS & SERVICES! ACCYLYNX DOES THIS! WHY CAN'T JOB NIMBUS?

    13 votes

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    3 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Matthew Arvin commented  · 

    The smart estimates are cool, but that only fixes the issue for estimates - nothing auto up dates, what about material orders?

    Matthew Arvin supported this idea  · 

  3. Work Order Calendar Sync

    17 votes

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    Viewed  ·  5 comments  ·  Calendar & Tasks » Calendar  ·  Admin →
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    Matthew Arvin commented  · 

    Came here searching for this idea! We can sync everything except letting the sales rep / PJ know they have a job going up!

    Please do this JN!

    Matthew Arvin shared this idea  · 

  4. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    163 votes

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    Planned  ·  46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin commented  · 

    Also, make sure these addresses both:

    - Hyperlink - so emails / phone calls can be initiated through JN
    -Are available when attempting to send templated emails. We have to copy/paste any custom field entry email fields now.

    Matthew Arvin supported this idea  · 

  5. Second "primary contact" on the contact with additional phone number and email fields

    46 votes

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    Gathering Feedback  ·  4 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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  6. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    8 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    Matthew Arvin shared this idea  · 

  7. Automated email attachments

    5 votes

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    1 comment  ·  Communication » Email  ·  Admin →
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    Matthew Arvin commented  · 

    There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.

    Matthew Arvin supported this idea  · 

  8. Default "Shadow Text" in Fields

    5 votes

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    Viewed  ·  0 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin shared this idea  · 

  9. Add Phone & Email as Contact/Job Field Types

    4 votes

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    Viewed  ·  0 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin shared this idea  · 

  10. Conditional Field for Contacts and Jobs

    41 votes

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    Viewed  ·  5 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin supported this idea  · 

  11. Phone Number Field in Jobs

    172 votes

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    37 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Started  ·  AdminMichael Jenson (Admin, JobNimbus) responded

    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

    Matthew Arvin supported this idea  · 

  12. Ability to Add Duplicate Names

    18 votes

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    7 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Matthew Arvin supported this idea  · 

  13. Same Name

    9 votes

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    0 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Matthew Arvin supported this idea  · 

  14. Custom Fields based on Workflow Type (Contact, Job, WO)

    147 votes

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    45 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin supported this idea  · 

  15. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    93 votes

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    Gathering Feedback  ·  20 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Matthew Arvin supported this idea  · 

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

    102 votes

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    15 comments  ·  Contacts & Jobs » Maps  ·  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.

    Matthew Arvin supported this idea  · 

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