Contacts & Jobs
210 results found
-
Allow Customization of Field Layout in Contacts, Jobs, Tasks
Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.
This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.
97 votesThis is on our development list and will be coming in a future update. I’ll keep you posted!
-
Brad Hodson
JobNimbus Support
855-964-6287 -
Create a map that would display all customers and jobs, which would be differentiated by each sales rep
We distribute leads based on where the sales reps have been working.
It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)149 votes -
Other Email, Phone, and Address Fields (e.g. billing) for Contacts
Add more fields for additional phone, email, and physical addresses for contacts.
I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.
159 votes -
Phone Number field in Jobs
When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.
172 votesGood 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.
-
Move Estimate from Contact to Job
It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?
110 votes -
Have a visual indicator to show when a job file hasn't been updated recently.
Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.
I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.
20 votes -
Bulk/Batch Edit
Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.
- Assign, un-assign, reassign team members
- Change status of several items at once
- Mark multiple tasks as complete
- Tags
73 votes -
Import Contacts from iPhone, vCard, Contacts apps
Self explanatory. Going through cdv?
14 votesUpdate: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.
We will continue to move towards these other contact import options going forward.
-—
We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.I’ll let you know as we get closer, but we don’t have a date to announce at this time.
-
Equipment Tracking
It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.
28 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
- Don't see your idea?