Contacts & Jobs
65 results found
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Option to auto-populate job-information from related-contact
Option to auto-populate job-information from related-contact (In form of checkbox in the “create job” window).
For our use of JobNimbus, we rarely have a contact that has different information than the contact. Because we use jobs, there is a lot of repetition when we have to re-enter the same contact information to the job in turn decreasing efficiency over time.5 votes -
Staying Put
When I am viewing a Form Response (or work order, etc.) and I am done and hit the Back button, I would like to be taken back to the list of Form Responses instead of being taken to Activity. If I have several Forms to look at, it is exceedingly frustrating and inefficient to have to click on the Forms tab every single time. Just leave me where I'm at.
3 votes -
Drop Down List For Project Manager and Superintendents
I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.
3 votes -
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 ]"
6 votes -
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.
6 votes -
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.
18 votes -
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.
5 votes -
Custom Auto-Generated Job Name
we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.
The main reason for including the JobID in the name is we may have multiple projects…
4 votes -
Contact info under the job for job specific contacts.
It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…
5 votes -
Alerts For Duplicate Contacts
Would like to be alerted when any information (phone number, address, etc) matches another contact to make sure there are no duplicates
3 votes -
Pin job description to top of page
Option to pin the Job Description box to the top of page when scrolling
3 votesAdded to the Jobs v2 sidebar. will be rolling out to all users this year.
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Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Email field for Job
Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts
13 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
4 votes -
Keep Pictures in order
The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.
10 votes -
Days since last contact
It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…
7 votes -
Ability to rearrange or move the tabs under a Job/Contact
I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.
7 votes -
Job Merging
Create a way to merge two Jobs together.
11 votes -
Add related contact to job without all of the related contact's previous emails being posted on your new job.
I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.
4 votes -
Allow different email and phone on job
I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…
28 votes
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