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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.

Camille

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27 results found

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

    154 votes

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    46 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Camille commented  · 

    Add ability to have organizations such as HOAs as their own category rather than having them as a contact with multiple units as multiple jobs.

  2. Disable note editing option

    7 votes

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    Viewed  ·  1 comment  ·  Settings » Access Profiles  ·  Admin →
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    Camille commented  · 

    Add an option to edit other people's notes as an access profile setting

  3. Recurring Automations

    10 votes

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    3 comments  ·  Settings » Automation  ·  Admin →
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    Camille commented  · 

    Add ability to create an automation to trigger emails more than once in a given time frame, for instance and email every 10 days while in a certain status

  4. Import, Export, and Bulk Edit Products & Services

    220 votes

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    44 comments  ·  Financials » Products & Services  ·  Admin →
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  5. Add more invoice template options or allow more formatting options.

    11 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Templates  ·  Admin →
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  6. Edit invoice layout

    10 votes

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    0 comments  ·  Financials » Invoices  ·  Admin →
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    Camille shared this idea  · 

  7. Reports on Products & Services

    41 votes

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    Viewed  ·  8 comments  ·  Dashboard & Reports  ·  Admin →
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    Camille commented  · 

    Add ability to add individual line items to reports for estimates and invoices.

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