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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.

Cheryl Morris

← Feedback for JobNimbus

My feedback

43 results found

  1. Ability to set the required margins per workflow not just one overall

    12 votes

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    3 comments  ·  Financials » Budgets & Job Costing  ·  Admin →
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    Cheryl Morris supported this idea  · 

  2. 3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.

    39 votes

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    Viewed  ·  2 comments  ·  Integrations » Storage  ·  Admin →
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    Cheryl Morris supported this idea  · 

  3. I would like to be able to collaborate and share jobs with another contractor that also uses jobnimbus

    2 votes

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    0 comments  ·  Integrations  ·  Admin →
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    Cheryl Morris supported this idea  · 

  4. Phone Number Dashes in New Sales Experience

    5 votes

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    2 comments  ·  General  ·  Admin →
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    Cheryl Morris supported this idea  · 

  5. NSE PDF's to be fillable

    11 votes

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    1 comment  ·  General  ·  Admin →
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    Cheryl Morris supported this idea  · 

  6. Merge and Move Jobs

    1 vote

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    0 comments  ·  Contacts & Jobs » Jobs  ·  Admin →
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    Cheryl Morris shared this idea  · 

  7. Insights-add Time to Close

    1 vote

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    0 comments  ·  Dashboard & Reports » Dashboard  ·  Admin →
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    Cheryl Morris shared this idea  · 

  8. Easier to Include Company as Default Signer on NSE Estimates

    4 votes

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    0 comments  ·  Financials » Estimates & Invoices  ·  Admin →
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    Cheryl Morris shared this idea  · 

  9. Backdate Stage Dates on Insights

    13 votes

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    1 comment  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    An error occurred while saving the comment
    Cheryl Morris commented  · 

    Accidentally moved a job backwards that was complete and now my Insights is totally wrong. Need a way to fix this please!

    Cheryl Morris supported this idea  · 

  10. Improved Share / Client Portal

    100 votes

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    22 comments  ·  Communication » Share  ·  Admin →
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    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

    Cheryl Morris supported this idea  · 

  11. Newsletter Feature in JobNimbus

    5 votes

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    1 comment  ·  Communication » Email  ·  Admin →
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    An error occurred while saving the comment
    Cheryl Morris commented  · 

    This would be a fantastic feature, since all of our customer contact info is already stored in JN. Maybe there could be an opt-in option under each contact to avoid getting flagged as spam.

    Cheryl Morris supported this idea  · 

  12. Send emails in bulk

    9 votes

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    0 comments  ·  Communication » Email  ·  Admin →
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    Cheryl Morris supported this idea  · 

  13. Automated Report Exporting in Classic Reports

    15 votes

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    2 comments  ·  Dashboard & Reports » Custom Reports  ·  Admin →
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    Cheryl Morris commented  · 

    I would like to be able to have my classic reports automatically emailed to me regularly like Insights can.

    An error occurred while saving the comment
    Cheryl Morris commented  · 

    We have a set of custom reports that we go over as a company every week. It would be fantastic if I could use an automation to have them emailed to me.

    Cheryl Morris supported this idea  · 

  14. Option to share a report with only one specific employee

    13 votes

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    3 comments  ·  Dashboard & Reports  ·  Admin →
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    Cheryl Morris supported this idea  · 

  15. Real Time Google Sheets Sync

    15 votes

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    0 comments  ·  Dashboard & Reports » Custom Reports  ·  Admin →
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    Cheryl Morris supported this idea  · 
    Cheryl Morris shared this idea  · 

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

    7 votes

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    0 comments  ·  Dashboard & Reports  ·  Admin →
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    Cheryl Morris supported this idea  · 

  17. Choose who gets reply notifications

    11 votes

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    0 comments  ·  Communication » Email  ·  Admin →
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    Cheryl Morris supported this idea  · 

  18. Mailbox for @jobnimbusmail.com email, or more forwarding options

    11 votes

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    0 comments  ·  Communication » Email  ·  Admin →
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    Cheryl Morris supported this idea  · 

  19. Phone Number Field in Jobs

    180 votes

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    40 comments  ·  Contacts & Jobs » Fields  ·  Admin →
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    Started  ·  Michael Jenson 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.

    An error occurred while saving the comment
    Cheryl Morris commented  · 

    JN already has the phone number and email on the contact, shouldn't it be simple to have it carry over to the job the same as the address? It would save a lot of back and forth.

    Cheryl Morris supported this idea  · 

  20. Customer communication inbox

    78 votes

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    13 comments  ·  Communication » Notifications  ·  Admin →
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    Cheryl Morris commented  · 

    I have missed several emails from our customers because I have no way of knowing when a new email comes in. Please fix!

    Cheryl Morris supported this idea  · 
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