I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.

Have Contact name, email, phone auto populate Job Owner Name, email and phone. It's a pain to have to duplicate this info manually.

We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact

Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

We have many contacts who all work for the same company, it would be nice when creating contacts that if we select the company that specific person works for, all the address info will auto populate for the new contact. Business/Company would be the main tier of contacts and individuals within that organization would be a sub tier. You could tie a job to an overall business or to a specific contact or both.

In Contacts, if you put a hyperlink in the "website" field it shows as a clickable hyperlink when viewing the contact. In Jobs, there is no way that I am aware of to add a clickable hyperlink in the job info section. We use this feature when sharing JN Contacts or Jobs with other companies as a quick way to click a link and see everything that they have in their JN file for that customer.

Currently the field is empty, the cursor can be placed several digits to the right causing a formatting problem without moving the cursor to the first digit position before typing the phone number. It is the only phone number field with the issue.

If I have a related contact for several customers (same contact-different customers). have the ability to sort into categories.

Customer Info:

B Person
Xxxx
Xxxx
***

Township is Related Contact

When you click on related contact – several customers appear that are connected to this township

Each customer is in a different category – contract signed, home visit scheduled, project closed. Right now they are sorted alphabetically regardless of their category

Have the ability to group these customers into categories, and then alphabetically within categories.
Would be so much easier to find

Would like the ability to color code the customer tiles based on time in status for a more visual representation of the tiles.

When creating a contact, it should have an option to select after all information is entered to select if I want to create a job for this contact and it pulls relevant information to the Job from the Contact. IE. : I create a contact, there would be a button at the end, next to SAVE that says "SAVE CONTACT AND ADD A JOB", then it would pull the address, phone number, custom fields into the job. making it an easier flow of use and less typing and clicking.

User would like to be able to create reports for a specific customer including financials, invoices, estimates, images, etc. so that he can have a document with all of the data he needs about a particular customer in one place. He would also like this report to be available in PDF form.

It would be nice to take a contact and turn it into a job and attach it to another contact. Sometimes my guys create a contact that is a duplicate contact that has multiple jobs. It would be nice to be able to take that contact and attach it to the duplicate as a job.

Tasks when you open the app doesn’t make for a good user experience.

It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.

We need you to make the canned email message for sending Documents editable (like you just did for emailing Estimates). Our company needs to convey more in an email message than the canned message. More importantly, we want a personal-looking signature so it looks less like spam.

We currently don't use your easy "email" option because of this, even though by not doing so, I have to go in and manually change 3 statuses : Job>Proposed, Estimate>Sent, Contract>Sent.

Keep up the excellent work~