Contacts & Jobs
49 results found
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Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
2 votes -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
2 votes -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).2 votes -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
2 votes -
2 votes
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subcontractor
We need to be able to better track monies going in and out. As a solution, we were told to list our vendor/subcontractor/material payments under "commissions" in the budget report. Doing this does not allow us to view a detailed report, organize it in any way, and generally doesn't work well for this purpose. We would like a better solution meant for tracking our payments out and not just payments in.
2 votes -
Drop Down List For Project Manager and Superintendents
I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.
2 votes -
Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Duplicate (Jobs) with out copying documents
There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)
As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over…
0 votes
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