Contacts & Jobs
289 results found
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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.
12 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 create recurring monthly tasks instead of entering them manually every month.
Ability to create recurring monthly tasks instead of entering them manually every month.
2 votes -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
2 votes -
Add contact name, phone, email to jobs
under individual jobs would like to have a email and phone number and contact space
13 votes -
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.
2 votes -
Inactive Subcontractors
I would like to be able to move subcontractors to inactive and have them no longer appear as an option on the drop-down when assigning subcontractors to a job.
1 vote -
Private Notes by Default
I would like to be able to automatically make all notes private by default.
1 vote -
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.
11 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)
27 votes -
Deleting Products & Services
There has to be a way to delete products and services you do not want. Currently you can hide them, but they are still in the system. Someone within the company or JobNimbus should have the ability to remove unwanted products from their account. I can delete an entire job, with all the history in it, but can't delete a product?
1 vote -
Permissions: Photos & Documents
In the available permissions section photos and documents should be separate, not lumped together. The field may need to see photos and upload photos while they may not need to see or upload documents. Currently if you allow access to review photos, you are also allowing them to see documents. Contracts, estimates, etc...are in documents. They are two totally separate things.
1 vote -
Subcontractor Access
Subcontractors should have access to review Work Orders, upload photos, review photos, and fill out forms. Once a subcontractor has been awarded a job, their dollar amount should be like a salesman and we should be able to see how much we have awarded and paid them to date and able to be filtered down by week, month, year, all time.
1 vote -
Keyboard Shortcuts
Being able to utilize "keyboard shortcuts" to be able to access menus and/or perform actions and commands.
1 vote -
Export Gmail Emails to CSV
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2 votes -
color subcontractor
Being able to Color Code Subs or Vendors Just like Team Members.
This could be done in 2 Ways Either Direct by Vendor or Subcontractor or Alternately by Trade
Having this ability it allows to look at a calendar and see directly who or what trade is on the job next just as we can with team members. Having a large database of subs and vendors it is an instant flash on the calendars
1 vote -
Pin important notes and details to the top of contact activity
Have the ability to mark a note or activity to pin so that the relevant information stays at the top of all the notes to help with customer experience and transfer of project between departments.
9 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
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.
1 vote -
Contact Boards with Jobs V2
I would like to be able to create contact boards with Jobs V2
1 vote
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