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JobNimbus Feedback

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58 results found

  1. Connecting attachments to new jobs from old jobs

    Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.

    3 votes

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  2. change order

    It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.

    5 votes

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  3. Related Contacts view on Job page

    I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards

    2 votes

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  4. Option to customize the display bubbles of contacts on the job.

    Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
    Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).

    2 votes

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  5. Private Job Fields

    We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.

    16 votes

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  6. Create a job section for notes only. Notes get lost within all of the activity updates.

    If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.

    2 votes

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  7. job email

    Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.

    8 votes

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  8. 3 votes

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  9. JOBS users that dont use CONTACTS for certain features should be able to block/disable those features

    We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.

    In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.

    This could be at the account level or from ACCESS PROFILES

    4 votes

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  10. Pop-Ups

    There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.

    18 votes

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  11. Duplicate Estimates Between Jobs

    When you have an estimate that is already written but either put on the contact or under the wrong job you should be able to duplicate it and choose the job you want it to go to. Instead of it just duplicating directly into same job and place. Duplication is not useful with out being able to move it.

    3 votes

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  12. View Contact Information on Jobs

    under individual jobs would like to have a email and phone number and contact space

    16 votes

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  13. When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.

    Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."

    7 votes

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  14. 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

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  15. 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

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  16. 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

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  17. 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.

    10 votes

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  18. 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

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  19. 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

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  20. 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

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