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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Melissa Keith

← Feedback for JobNimbus

My feedback

5 results found

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

    25 votes

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    Viewed  ·  9 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Melissa Keith commented  · 

    If a user does not have access to moving a contact or job to a status, they should not be able to move a contact or job out of that status. This has implications to reporting as well.

    Melissa Keith supported this idea  · 

  2. Sales Rep Signature for Estimate

    1 vote

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    1 comment  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Melissa Keith commented  · 

    This is a must. Mortgage companies are starting to require the contractor's signature on agreements which is creating a longer delay in our insurance sales process as we now have to send this to them during the process.
    Please enable the ability to add a digital signature along with the printed name & address on estimate templates. The contractor's signature date should be the date the estimate was created.

  3. Commissions/Budget Report (Needs Column Customization Options)

    17 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Admin →
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  4. Don't automatically round line items

    5 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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  5. Remove/Change the "Assigned Default" when creating the Job/Contact

    6 votes

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    0 comments  ·  Contacts & Jobs  ·  Admin →
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