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.

It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

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.

Create a way to merge two Jobs together.

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.

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.

There needs to be a field for list view that allows you to see the last note, at minimum, but ideally all notes.
When I click on a lead on page 8 I should be able to go back directly to the same place and NOT be routed to the first page. Same goes with boards. The lack of flow really slows down productivity and efficiency. Even free CRMs have this very basic function.

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.

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

User would like JobNimbus to read a column to determine the Assigned to. Currently the user is attempting to assign leads to his sales team by importing contacts. When he imports the CSV file, by default all of the imported contacts are being assigned to him, when they should be assigned to his sales team. If the user was able to control that during import, he would save a lot of time.

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.

User would like the ability for team members with access to all contacts to have the ability to quickly filter existing boards to only show contacts associated with a selected salesman.

More than 10 Jobs in list view

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.