Contacts & Jobs
34 results found
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Comprehensive Sub-contractor Management
An independent contractor/sub section with settings (similar to existing contacts, but specific to contractors). What this could entail....
Enter all contractor contacts through this process. Allow you to add data fields specific to contractors without conflating this information with customer data fields.
A multi-selection drop down notating all fields of work and/or roof types they offer services for.
A document tracking mechanism where an expiration date can be notated on the document and a notification is sent when the document is about to expire (i.e. when COI is about to expire, work comp, a new W9 is required).
Syncs with…
3 votes -
Data should be organized around the building address, not owner name
Which is more likely to change, a building address or a building owner?????
In some industries, it makes sense for the data to be built around a person. Not in our industry. The data should all be built around the address. You can still "relate" several buildings to a single owner.
JOBS can be completely eliminated if you use the building address as the "PRIMARY KEY" field. This is the one field that won't change.
1 vote -
DNC (Do Not Call) List
The Do Not Call (DNC) list is very important for marketing and business purposes - as if you call a customer on the DNC list, you would be fined MAJOR amounts. Our company got pinged for calling customers on the DNC list, which amounted to over $1,000,000+.
It would be great if Job Nimbus would be able to have a sync with the DNC database for the States the business reigns in, and be able to populate this information in Job Nimbus for the customer phone. For example, I know of a CRM (Marketsharp) that when a customer's phone is…
1 vote -
Can we add a photo to the contact from the job files - I would like to be able to add a photo of the front of the house to each job
I would love to be able to add a photo to the job contact file right from the job photos- I think being able to add a photo of the front of the house as an extra layer of protection to get the crew to the right house. the first photo we take of the house from the road always gets buried at the bottom.
2 votes -
Add "Tasks" to the Contact page
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.Can we please get a tab for "Tasks" on the contact page?
2 votes -
When searching, allow keyboard arrows for scrolling through populated results...
During our time using JobNimbus (since 2018), our office personnel has been able to use the search field to look up customers or addresses and scroll through the results using the arrows on our keyboard. As of Friday 8/26/24, that feature no longer works. Since that feature assisted greatly with efficiency while on customer phone calls, I'm sure forgetting to turn it back on with the latest update was simply an oversight. Please reinstate that feature as my team and I have have used that function for years. Thank you for your help with this :)
1 vote -
Flag a Contact due to Non-payment
We would like to be able to flag a contact/customer when they have been identified by a manager or accounting team due to non-payment so that we don't continue to complete work for them without payment. Some sort of visible indicator to make it obvious or to have to have an approval from a certain profile to be able to proceed.
1 vote -
Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
5 votes -
Keep related box checked when checking it
It would be nice to have the related box stay checked
2 votes -
County Field
It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.
2 votes -
Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
33 votes -
Stop duplicate contacts with the same address
Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?
5 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
5 votes -
Ability to track activity on contacts
I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.
2 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Ability to search from the list view in contacts and jobs
Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.
4 votes -
Selective Merging
Would like to be able to choose what info is merged from which contact.
Context:
2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.3 votes -
Convert contacts to jobs
Ability to convert jobs to contacts or vice versa
3 votes -
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.
18 votes -
allow customizing of contact information page.
Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.
12 votes
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