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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.

Lyra Bertels

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5 results found

  1. Customize expiration time frame for Estimate/Document Signature Requests

    34 votes

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    Started  ·  1 comment  ·  Documents, Photos, Forms & Attachments » Signatures  ·  Admin →
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  2. Conditional Field for Contacts and Jobs

    41 votes

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    Viewed  ·  5 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Lyra Bertels supported this idea  · 

  3. Custom Fields based on Workflow Type (Contact, Job, WO)

    147 votes

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    45 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Lyra Bertels commented  · 

    YES PLEASE!

    I am mostly interested in this for Jobs but it would be nice for customers too.
    For example - We have a warranty department and are ordering replacement parts for customers. We would like to track things like case #s, part information, etc. We want to be able to create a report for those jobs and export to Excell workbook, so it's important to have separate fields to create the Excell table.

    But not all of those fields are pertinent to our other jobs (solar installations). I don't like having to clutter the job fields and have fields in solar project management that are only used for the warranty department.

    It would be great if when the Job Type is selected, there are certain fields that show up - see attached photo.

    Lyra Bertels supported this idea  · 

  4. Phone Number Field in Jobs

    172 votes

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    37 comments  ·  Contacts & Jobs » Fields  ·  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.

    Lyra Bertels supported this idea  · 

  5. Bulk/Batch Edit

    74 votes

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    Viewed  ·  21 comments  ·  Contacts & Jobs » Contacts  ·  Admin →
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    Lyra Bertels supported this idea  · 

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