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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.

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34 results found

  1. Ability to type personal message when emailing invoices

    34 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Admin →
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  2. Restrict visibility access for different Attachment Categories

    4 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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  3. Integration with virtual phone - VOIP

    13 votes

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    Viewed  ·  1 comment  ·  Communication » Phone  ·  Admin →
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  4. Engage Display Names

    2 votes

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    1 comment  ·  Communication » Text  ·  Admin →
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    Anonymous commented  · 

    We sometimes have deleted contacts with the same phone number as current ones. Engage just relates a conversation to the most recently created contact whether it's been deleted or not.
    We don't want a deleted contact to be related to a conversation.

  5. Show more than 10 items when searching products and services when creating estimate

    3 votes

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    0 comments  ·  Settings » Products & Services  ·  Admin →
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  6. Subcontractors Option When Sending Email

    29 votes

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    Viewed  ·  4 comments  ·  Communication » Email  ·  Admin →
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  7. Edit saved units in Products and Services

    7 votes

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    0 comments  ·  Settings » Products & Services  ·  Admin →
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  8. Change default @jobnimbusmail.com email.

    47 votes

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    2 comments  ·  Communication » Email  ·  Admin →
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  9. Remove requirement to have stages in order

    4 votes

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    0 comments  ·  Settings » Workflows  ·  Admin →
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  10. Advanced Search - Add Filters and Fields

    145 votes

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    Viewed  ·  43 comments  ·  Searching JobNimbus  ·  Admin →
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  11. Email Signatures

    130 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.

  12. Update templates when Products & Services change

    44 votes

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    Viewed  ·  7 comments  ·  Settings » Products & Services  ·  Admin →
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  13. Calendar Permissions

    5 votes

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    1 comment  ·  Calendar & Tasks » Calendar  ·  Admin →
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    Anonymous commented  · 

    I would like to control what my Employees see on their calendars. Some employees accidentally uncheck tasks in their calendars so they miss appointments.

  14. Pull a report that allows you to see email activity - Opened Emails, Bounced Emails, Etc.

    14 votes

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    1 comment  ·  Dashboard & Reports » Custom Reports  ·  Admin →
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  15. Import, Export, and Bulk Edit Products & Services

    209 votes

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    41 comments  ·  Financials » Products & Services  ·  Admin →
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  16. Recurring Tasks/Events In Calendar

    230 votes

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    Planned  ·  45 comments  ·  Calendar & Tasks » Calendar  ·  Admin →
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  17. Create a report from forms

    17 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Admin →
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  18. Notifications for When Document is Digitally Signed.

    61 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Admin →
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  19. Customize the email "You have a document to sign"

    20 votes

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    2 comments  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Admin →
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  20. Automation to convert financials once certain status is reached

    4 votes

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    1 comment  ·  Financials » Invoices  ·  Admin →
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    Anonymous commented  · 

    I would like to have an automation that auto-converts an estimate to an invoice or work order once it is in the approved status.

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