A way to view Closed/Archived Jobs and Contacts in the mobile application
There are always going to be repeat customers, whether you fixed a roof for them this year or three years ago. What if they have a leak and wish to keep going with your business? Without being able to view all of the Jobs you've done on your phone, agents in the field won't be able to look up already established customers. Yes, you can look them up from an iMac computer, but you won't be toting that around when you're driving from customer to customer.
We should be able to have a status filter or just a filter that allows for Archived/Closed jobs, with the ability to re-open the job as well. Currently I can't even add a filter type on the phone application currently.
The same goes for Contacts.
Also, I'm confused still as to why there is a Contacts and a Sales with the same details in the categories. The Sales seems to be the most applicable one to use..
The mobile app syncs everything you have access to down to the device so you have it available to you even while you’re offline. We don’t sync Archived items or keep them on device because it drastically improves performance and allows the crews and salespeople in the field to focus on what is on their plate at the moment rather than sifting through old stuff.
Our plan for allowing you to see archived items, more complete reports, and also allow admins to have more mobility with their complete access is to make the web app a more mobile-friendly experience and that effort has already started. We are releasing that in phases, and that will allow you to log into app.JobNimbus.com from your device and see all contacts & jobs, including the archived ones.
Stay tuned for more details on that as we move that effort forward.
Please allow the Mobile App to have an option to access archived jobs. Even if it takes longer to search them, we still have to handle customer service related calls in the field, and it is very inconvenient to have no way to look those up in the mobile app.
This is very important for anyone who needs to manage customer service issues or repair call-backs.