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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.

Ashley Young

← Feedback for JobNimbus

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9 results found

  1. Automations based on document signature status

    37 votes

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    24 comments  ·  Settings » Automation  ·  Admin →
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    Ashley Young commented  · 

    I want to set up automation to notify me that a staff member sent a homeowner a document to sign. I already get notices when documents are signed but ones that never get signed I have no way to discover, would like the notification of when it is sent so I can manage outstanding/pending signatures needed.

  2. Conversation notes vs Individual Notes

    17 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    Ashley Young supported this idea  · 

  3. Total Amount paid on boards

    4 votes

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    0 comments  ·  Contacts & Jobs » Boards  ·  Admin →
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    Ashley Young supported this idea  · 

  4. Pin important Notes to top of activity

    84 votes

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    12 comments  ·  Contacts & Jobs » Activity & Notes  ·  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.

    Ashley Young supported this idea  · 

  5. Activity Filter options

    4 votes

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

  6. Ability to change activity default view

    8 votes

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

  7. Pull Job costs into JobNimbus from Quickbooks

    11 votes

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    1 comment  ·  Contacts & Jobs  ·  Admin →
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    Ashley Young supported this idea  · 

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

    83 votes

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    Gathering Feedback  ·  17 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Ashley Young supported this idea  · 

  9. Document type as an automation condition

    2 votes

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    0 comments  ·  Settings » Automation  ·  Admin →
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