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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.

Deneen

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21 results found

  1. Group Texting through Engage

    15 votes

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    2 comments  ·  Communication » Text  ·  Admin →
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    Deneen commented  · 

    When there is more than one contact on a job, you should be able to text both of them in a group text in Engage.

    Deneen supported this idea  · 

  2. Add secondary name fields under contact

    6 votes

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    0 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Deneen supported this idea  · 

  3. Checking off items on a Work Order

    9 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    Deneen supported this idea  · 

  4. Create a gallery view for photos.

    26 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments  ·  Admin →
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    Deneen supported this idea  · 

  5. Ability to upload photos for Proposal Cover

    8 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Proposals  ·  Admin →
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    Deneen shared this idea  · 

  6. Invoice DUE Date Added to Invoice Section of Financials Tab

    2 votes

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    1 comment  ·  Financials » Estimates & Invoices  ·  Admin →
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    Deneen commented  · 

    This would be helpful so we don't have to open the invoice to see the due date.

    Deneen supported this idea  · 

  7. Recurring Tasks/Events In Calendar

    214 votes

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    Planned  ·  44 comments  ·  Calendar & Tasks » Calendar  ·  Admin →
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    Deneen supported this idea  · 

  8. Ability to place a Job on hold

    6 votes

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    2 comments  ·  Calendar & Tasks  ·  Admin →
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    Deneen commented  · 

    I created a "On Hold" status and move those job to that status on the board to be able to go back to them at a later date.

  9. The ability to have the ACH fee returned when a check bounces.

    2 votes

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    0 comments  ·  Financials » Payments  ·  Admin →
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  10. Email Signatures

    123 votes

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    15 comments  ·  Communication » Email  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    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.

    Deneen supported this idea  · 

  11. It would be nice if there was a way to block spammers on Engage.

    2 votes

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    0 comments  ·  Communication » Text  ·  Admin →
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    Deneen shared this idea  · 

  12. Change the email sender from "JobNimbus" to Company Name

    32 votes

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    2 comments  ·  Communication  ·  Admin →
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    Deneen supported this idea  · 

  13. Ability to link Engage conversations to associated jobs.

    13 votes

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    3 comments  ·  Communication  ·  Admin →
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    Deneen commented  · 

    Some customers have multiple jobs, so posting to the specific job would be helpful. Only posting in the contact activity log leads to just run on conversations with no reference to what job and no idea to what it is referring. I currently have a customer who is also a sub-contractor, so his contractor conversations are showing up along next to his job conversations. It's a mess.

    Deneen supported this idea  · 

  14. Better organization for documents and photos

    17 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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    Deneen supported this idea  · 

  15. Create folders for pictures

    10 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Photos  ·  Admin →
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    Deneen supported this idea  · 

  16. Folders for Company Documents with Permissions

    36 votes

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    Viewed  ·  6 comments  ·  Documents, Photos, Forms & Attachments  ·  Admin →
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    Deneen supported this idea  · 

  17. Ability to change activity default view

    8 votes

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    0 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Deneen supported this idea  · 

  18. Ability to add more than one address per contact

    30 votes

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

  19. Add contact name, phone, email to jobs

    14 votes

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    4 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Deneen commented  · 

    We have commercial jobs that have more than one location and contact, so adding contact name/info to the job and having the app connect to that information instead of the main contact would be helpful. I even have associated a contact with the job and it still defaults to call/email/text the main contact.

    Deneen supported this idea  · 

  20. Ability to select email template when sending document for signature

    22 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments  ·  Admin →
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