Sumo Stomp
We acquired SumoQuote! Learn more here
Sumo Stomp
We acquired SumoQuote! Learn more here

JobNimbus Feature Update: Workflow Insights Dashboard

lines and cubes that represent the steps of a workflow

Introducing the latest enhancements to our Insights feature, meticulously tailored to elevate your workflow management. Immerse yourself in the comprehensive view of your workflow, tracing its journey from inception to triumphant completion.

With this recent update, you can delve into the average duration that projects spend in each status. Identify and address bottlenecks with ease, fostering smoother operations.

It doesn’t end there. We’ve designed email subscriptions for your workflow Insights. Select your preferred report, customize the frequency that aligns with your workflow tempo, and curate the specific data you want to get.

Stay well-informed about the pulse of your workflow without the burden of manual information retrieval. Let the Insights magic happen!

Laptop screen view of the Insights Workflow Dashboard

To see how to work the Workflow Insights Dashboard, check out our Workflow Insights walkthrough guide.

Other Notable Updates

We’ve been grinding away to improve JobNimbus for all our users, both on the web and mobile. Here’s some of what we’ve been up to.

  • Restrict who can add products to the catalog when creating financial documents
  • Proposals beta on web and mobile
  • Text to Pay
  • Insights Business Overview dashboard
  • Swipe to delete notifications on mobile
  • Associated Job/Contact names on each notification in the Notification Center
  • “Data last synced” message on Insights
  • Download Form response as PDF
  • Insights design updates
  • “Back” button on custom report builder
  • Task notification preview
  • Reply/all and forward emails from Notification Center
  • New email action buttons
  • Search bar added to mobile home screen
  • Clickable links under task details
  • Persisting filters on the job list between app sessions
  • Photos ordered by date taken
  • We fixed Insights to not pull data from deleted Contacts/Jobs.
  • We fixed a bug where a sales rep would auto-assign on a Contact when the Contact’s status was changed.
  • We took care of the bug that prevented call notes from saving.
  • We resolved an issue causing photos to appear at the bottom of the screen when the sort order is set to recently taken first.
  • We discovered and fixed a bug impacting our Engage users. While composing a new message, the app sometimes crashed depending on the text entered.
  • We fixed an app freeze when editing contacts and jobs inside of the Boards screen.
  • We squashed a bug that would inaccurately modify a photo’s original date/time in EXIF data.
  • We demolished a bug that caused hidden custom work order fields to be displayed.
  • We fixed a bug where notifications settings weren’t opening properly.
  • We fixed a bug where the Boards filter button would appear in the wrong color in dark mode.

More Updates Coming Soon

We’re putting our all into making the best roofing software we can possibly make. And with thousands of contractors using our software, we’re confident JobNimbus can be the tool you need.

More exciting updates are coming soon, so stay tuned for details!

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