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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

47 results found

  1. The ability to have one product sync over to QuickBooks when using Material and Labor.

    6 votes

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    1 comment  ·  Integrations » Bookkeeping  ·  Admin →
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    Cheryl Morris supported this idea  · 

  2. Ability to order GAF QuickMeasure

    25 votes

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    9 comments  ·  Integrations » Measurement & Estimates  ·  Admin →
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    Cheryl Morris supported this idea  · 

  3. Show Revenue as Pre-Tax in Profit Tracker

    3 votes

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

  4. Sales Tax by Line Item

    1 vote

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

  5. 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  · 

  6. 3rd Party File Storage Providers - Google Drive, DropBox, SugarSync, etc.

    40 votes

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

  7. 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  · 

  8. 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  · 

  9. NSE PDF's to be fillable

    14 votes

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

  10. 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  · 

  11. 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  · 

  12. 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  · 

  13. Backdate Stage Dates on Insights

    13 votes

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    1 comment  ·  Contacts & Jobs » Activity & Notes  ·  Admin →
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    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  · 

  14. Improved Share / Client Portal

    101 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  · 

  15. Newsletter Feature in JobNimbus

    5 votes

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    1 comment  ·  Communication » Email  ·  Admin →
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    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  · 

  16. Mass emails to entire customer base, or customize-able groups within the database.

    83 votes

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

  17. 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.

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    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  · 

  18. 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  · 

  19. 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  · 

  20. 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  · 
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