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1. Thread in Notes

   55 votes

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   8 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

2. The ability to have cross reporting in JobNimbus.

   8 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

3. Invoices with Insights

   9 votes

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   0 comments  ·  Dashboard & Reports » Pipeline Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

4. Take financials tab off contact page, keep in job only

   7 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

5. Please create the ability to put the salesman, assigned to, or subcontractor on each individual tile on the job boards

   2 votes

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   0 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

6. Printing Without Viewing PDF First

   4 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

7. Remove Deactivated Sales Rep from Insights

   8 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

8. Favorites

   2 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

9. When pulling reports, it would be great if the format could be kept in the different tiers. Either pdf or kept Excel format would be nice.

   2 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Josh supported this idea  ·  May 1, 2025

10. More customization on Dashboard View

    18 votes

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    Viewed  ·  3 comments  ·  Dashboard & Reports » Dashboard  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

11. Scheduled and emailed reports

    44 votes

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    Viewed  ·  7 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

12. Make Maps available on desktop for office staff

    2 votes

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    0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

13. Combined Custom Reports

    1 vote

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    0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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    Josh shared this idea  ·  May 1, 2025

14. Organize Documents

    13 votes

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    0 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

15. Name Documents, Estimates, etc.

    15 votes

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    3 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    As we continue building out our document builder, this is definitely an option we want to add.

    We’ll let you know when we’re able to get this in.

    Josh supported this idea  ·  May 1, 2025

16. Add company documents to customer documents

    24 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

17. Attach files in document to emails

    25 votes

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    Viewed  ·  2 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

18. The ability to upload existing company documents into the Templates, to create a Template from

    31 votes

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    Viewed  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

19. Notifications for When Document is Digitally Signed.

    64 votes

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    4 comments  ·  Documents, Photos, Forms & Attachments » Documents  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025

20. Create a report from forms

    18 votes

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    1 comment  ·  Documents, Photos, Forms & Attachments » Forms  ·  Delete…  ·  Admin →
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    Josh supported this idea  ·  May 1, 2025