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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. Customizable Dashboard

    2 votes

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

11. Ability to Send out Custom Reports Automatically

    10 votes

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

12. Automated Reports

    3 votes

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

13. 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

14. Custom Reports

    1 vote

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

15. Organize Documents

    12 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

16. 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

17. 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

18. 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

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

    30 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

20. Notifications for When Document is Digitally Signed.

    63 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