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18 results found

1. Functionality for recurring payments/saving customer payment information in JobNimbus

   8 votes

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   1 comment  ·  Financials » Payments  ·  Delete…  ·  Admin →
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   Carlita Belgrove commented  ·  Apr 26, 2024  ·  Edit…  ·  Delete…

   The ability to have the system auto deduct payments on specified dates and amounts.

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2. reports

   3 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Carlita Belgrove supported this idea  ·  Jul 5, 2021

3. Tracking jobs, closing rates for company and per rep, average ticket

   3 votes

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   0 comments  ·  Dashboard & Reports  ·  Delete…  ·  Admin →
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   Carlita Belgrove supported this idea  ·  Jul 5, 2021

4. Export as PDF REPORT

   6 votes

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   0 comments  ·  Dashboard & Reports » Custom Reports  ·  Delete…  ·  Admin →
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   Carlita Belgrove supported this idea  ·  Jul 5, 2021

5. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

   149 votes

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   Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Carlita Belgrove supported this idea  ·  Mar 28, 2021

6. click on address on profile card and a new window opens showing on Google maps (web browser version)

   11 votes

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   0 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Carlita Belgrove supported this idea  ·  Mar 28, 2021

7. Have address auto-fill from Google Maps as it's being entered.

   100 votes

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   15 comments  ·  Contacts & Jobs » Maps  ·  Delete…  ·  Admin →
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   Planned  ·  AdminMichael Jenson (Admin, JobNimbus) responded

   Great news!  We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below.  This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.

   Carlita Belgrove supported this idea  ·  Mar 28, 2021

8. Unread Email indicator on Board Cards

   11 votes

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   Viewed  ·  2 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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   Carlita Belgrove commented  ·  Mar 28, 2021  ·  Edit…  ·  Delete…

   Add to it that if you send someone an email and it remains unread after 24 hours it should be highlighted in a different color.

   This prevents you from having to open every contact just to see the status of the contact.

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   Carlita Belgrove supported this idea  ·  Mar 28, 2021

9. move between contacts on the board without going back to the board

   7 votes

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   0 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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   Carlita Belgrove shared this idea  ·  Mar 28, 2021

10. Adding additional contact fields

    23 votes

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    1 comment  ·  Contacts & Jobs » Contacts  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Mar 28, 2021

11. Save screen position when using "Back to Board" link

    15 votes

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    0 comments  ·  Contacts & Jobs » Boards  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Mar 28, 2021

12. Phone Number Field in Jobs

    172 votes

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    37 comments  ·  Contacts & Jobs » Fields  ·  Delete…  ·  Admin →
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    Started  ·  AdminMichael Jenson (Admin, JobNimbus) responded

    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.

    
    

    We expect this update to release in the next 30 days.

    Carlita Belgrove supported this idea  ·  Mar 28, 2021

13. In app chat

    10 votes

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    0 comments  ·  Communication  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Mar 28, 2021

14. Customer communication inbox

    76 votes

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    13 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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15. a company message board - messaging system

    20 votes

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    Viewed  ·  1 comment  ·  Communication  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Sep 2, 2019

16. Better User Interface

    92 votes

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    47 comments  ·  General  ·  Delete…  ·  Admin →
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    Started  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

    Lots of ongoing work around new sales experience, a sidebar for job/contact details, board improvements, and more.

    Carlita Belgrove supported this idea  ·  Sep 2, 2019

17. Ability to add signature line to estimate template (with page breaks!)

    29 votes

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    7 comments  ·  Financials » Estimates & Invoices  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Sep 2, 2019

18. Gantt Chart / Scheduling Dependencies

    59 votes

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    Viewed  ·  13 comments  ·  Calendar & Tasks » Calendar  ·  Delete…  ·  Admin →
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    Carlita Belgrove supported this idea  ·  Jun 29, 2018