JobNimbus Feedback

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Contacts & Jobs

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  1. Custom field that can be used as a web link

    Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.

    I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"

    3 votes

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  2. Task notes to contact activity

    Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.

    For example:
    If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"

    2 votes

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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Route Planning for jobs

    A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!

    2 votes

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    0 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Change the colors of cards in board view.

    We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.

    10 votes

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  5. Use other Template Fields on Board Cards

    Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.

    2 votes

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  6. Create Estimate as an option on Contact/Job menu

    Include option to create Smart Estimate from "3 dot menu" on contact/job.

    2 votes

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  7. Notes on Financials Show on Activity

    I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.

    2 votes

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  8. Force "Job" creation under "Contact"

    A setting that forces a "Job" creation would be very helpful for us.

    Or....

    Eliminate the ability to create quotes, invoices and material orders from the "Contact" forcing everything to be done through a "Job"

    It is so easy to do a bunch of work under the Contact by mistake, with no way to transfer it to the correct job.

    Thank you for considering.

    2 votes

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  9. Add Sections to Job Fields

    It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.

    2 votes

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  10. A place to identify a project manager, as the main assignee to the project.

    A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.

    Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.

    2 votes

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  11. Ability to display related contacts on boards

    Ability to display related contacts on boards

    2 votes

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  12. Auto Create Jobs

    When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.

    3 votes

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  13. Ability to edit/expand the comment box for contact custom fields

    Ability to edit/expand the comment box for contact custom fields

    2 votes

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  14. Ability to Add Duplicate Names

    Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.

    9 votes

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    4 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Completely Hide archived contacts

    I would like archived contacts completely hidden from view even when adding a contact to the Related Contact field. I don't want archived contacts to come up as an option on that list

    2 votes

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  16. Populate address when creating a job on the mobile app

    On the new mobile app, when we create a job under a contact, the contact's address does not populate on the job like it does on the web app. We would like the address to populate instead of having to manually enter it every time we add a job under a contact.

    4 votes

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  17. Be able to add notes, and schedule

    Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.

    3 votes

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  18. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    9 votes

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  19. "Contact Fields" and "Insert Template Field" Combined

    When you create an email template (especially for automation) you can easily select and insert a template field that populates information into the email (i.e. customer name, address, ect.). Part of the selection is "Contact Others" where you can select "Approved Invoices-Balance Due." This populates the amount due in the email, which is very useful. If you made it so that we could have the same option to use "Insert Template Field" when customizing the Contact Fields, we could do many things, including have the Balance Due right at the top of the contact.

    Another thing you should do is…

    1 vote

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  20. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    8 votes

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