Contacts & Jobs
295 results found
-
54 votes
-
No longer previewing activity???????
Used to when you would go to a contact, you could see all activity displayed. You could preview and reply to texts straight from the contact page, read emails, and all of that. Since the new updates, none of that information will load. I can only see that there is a line for each of the activities, but absolutely no preview of information. I hate that it makes it so much harder to access information while on a phone call with customers or suppliers. I would have preferred the functionality over the aesthetic. I appreciate that you guys are "trying"…
4 votes -
Creating new jobs
The new way of adding jobs doesn't allow for the choosing of zip code and the city popping up anymore. I feel like that went backwards
When I select a contact, it already has a salesman selected for it. However, when the job gets created, it doesn't pull that salesman into the job. It has to be selected again. Again, I feel like that went backwards
Sometimes I have to email invoices to a project manager AND a main accounting email. I suggest having a multiple email option for a contact.
12 votes -
Tag someone when editing contact
It would be more efficient to be able to tag someone when adding a note while editing the contact. Many times, when editing a contact, we have to add a note. But if we want to tag someone in that note, we have to remember to edit the note after adding it.
5 votes -
Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep
We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
Project Manager
Customer Service Manager
Quality Control Rep
CanvasserMake a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?
I hate having to populate the dropdown each time a head changes.
This would tie contact records together with more meaning than the general fields provide:
-Related Contact - How is it related?
-Subcontractor -…11 votes -
Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
12 votes -
Add Color to Board Cards/Columns
It would be helpful to organize jobs/contacts on boards by color
4 votes -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
3 votes -
Text Opt-Out Option in New Jobs Experience
I think that we need to have a text opt-out button when creating a new job with the new UI.
2 votes -
Ability to Copy Fields on New Jobs Experience
I use to be able to copy custom fields with the old UI and take those fields and easily transplant them into my AutoCad program. Now I have to create a document template with all those fields, and copy and paste from there. Please bring back the capability of copying and custom field.
1 vote -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
8 votes -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
3 votes -
Email Automation Shutoff
The ability to shut jobs (or contacts) off from receiving emails triggered by automations you have set up. For example if a quote is sent out and you have an automation set up to send a follow up email 2,7,14,and 30 days after, you could shut a job off from this rule because they already told you they need x amount of time to make a decision.
This would avoid emails going out to jobs that technically fall under the rules of the automation but don't need the follow up.
7 votes -
Email feature needs a significant update
There are several corrections and improvements that should be made with email feature. One thing I noticed that can make any company look unorganized and needs to be addressed immediately is if you have 2 or more contacts listed and connected to a job, when you create an invoice and choose from the job contacts who it goes to, then email it to that same contact - it still pulls the "primary contact" info!
Also, make email signatures per user a thing!
Improvements need to be made to the CC feature
3 votes -
Show the Customer field name with a checkmark instead of true/falss on the cards
we use true/false customer fields to list what trades we are doing on a job so they show up at the top of the job description and at the top of the job sidebar. i see that you can reference these custom fields on the cards display on Boards, however when you select the items they show the boolean response (i.e true true false) instead up just listing which fields were marked true. it would help with the viewing experience of the carps if it showed the field name for the cards that are marked true, or even if it…
2 votes -
Why did you remove the Job name from the Job card?
Why remove the job name from the card on the right? Now I can only see it in the overview. It used to be there above the address. Please please please change it back, that's massively annoying when I have a bunch of tabs pulled up and trying to find a specific job.
Side note: thank you for making the job card collapsible - definite improvement.4 votes -
Consolidate Photo Uploads
It would be really helpful if the activity log could consolidate photo uploads. Right now, when multiple photos are uploaded at once, each one generates its own separate “photo uploaded to job” entry. This clutters the activity feed and makes it harder to track other important updates. Ideally, a single log entry could summarize the batch upload (e.g., “10 photos uploaded to job”), keeping the feed more organized and readable.
6 votes -
Job view feature improvements - sidebar coments
when opening the sidebar there is no field for note taking, making the sidebar barely usable for everyday tasks
9 votes -
Adding Conditional Field for Jobs
Adding conditional field logic capability, would increase productivity and efficiency. Having to scroll past several fields that are irrelevant is not only annoying but not practical. I have seen another post in here regarding this same feature from 2019 however there has been no response from JobNimbus.
Not to mention, this feature would benefit your customers and would benefit JobNimbus by having similar features as your competitors.
3 votes
- Don't see your idea?