Josh Goff
My feedback
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An error occurred while saving the comment Josh Goff commentedThis has been the biggest pain for us - especially since JN has gotten rid of being able to sign documents!
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An error occurred while saving the comment Josh Goff commentedI just posted, saw this and then deleted a feedback post that I just made after seeing this post. I’ll include here although this existing post covers the two I shared and some additional great ideas!!!!
There are two things that I think would be game changers for estimates In Job Nimbus.
1) Templates for sections. Being able to compile a large project estimate from sections. We are in landscape construction so an example of this would be having all labor and materials needed broken out by Patio section, Wall section, Fire Pit Section, Plants section etc - each labor and material on each section changes for every job but the basics apply every time.
2) The ability to be able to add items anywhere in an estimate. Having to add from the bottom and drag all the way up on a large estimate is time consuming and frustrating. It would be super helpful to be able if there were a ‘+’ beside every line item where you could click it and it would populate a new blank item line under the line even in the middle or top of an existing EstimateJosh Goff supported this idea · -
172 votes
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.
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We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
An error occurred while saving the comment Josh Goff commentedI’ve been talking to companies about making a huge investment in a custom dashboard. Any updates from Job Nimbus. What solutions are being used by those who are using 3rd parties? Thanks!
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13 votesJosh Goff supported this idea ·
This would be so helpful. If the calendar and project management features were more advanced it would be on its way to a one stop solution...