JobNimbus Feedback

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Contacts & Jobs

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  1. Sync jobs information to ship to in Quickbooks

    If you work for a General Contractor, you are going to have multiple job addresses for one contact. I would like to see the ship to in quickbooks sync with the job address in Job Nimbus

    7 votes
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    1 comment  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  2. The ability to show job/contact description on the board

    A way to view the description of a job/contact on the board view.

    2 votes
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    1 comment  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  3. Unnecessary page break when printing job information

    When printing job information there appears to be a page break before the "Notes" section so that it is always pushed to a new page. Please remove this page break.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Adding additional contact fields

    I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improvements to Board Filtering

    I don't want to view Residential jobs on my board anymore I only want to see Commerical, I want to take them off my boards but I don't want to delete them entirely since Residential needs to see them. I work in Commercial Dept.

    1 vote
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    1 comment  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  6. Duplicate Work Orders

    I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

    16 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Custom Fields specific to Workflow Type

    It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow

    11 votes
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    1 comment  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  8. GPS coordinates should populate to Jobs from Contacts for Job Report

    I can add the GPS Coordinates column on a Contact Report, but when I add it to a Job Report it doesn't pull anything, even if the address is the same as the Contact.

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. View contact info in job

    Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.

    31 votes
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    Viewed  ·  4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Length of Time in Each Status

    User would like to be able to see the length of time a contact has remained in each status historically. So if the project is completed, the user wants to know how long that particular contact was in the status of lead, pending payment, etc.

    4 votes
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    1 comment  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  11. Printing Contact

    Print settings have recently changed when printing a contact. The contact info prints on the 1st page and the notes are defaulted to print on the 2nd page. This is a waste of paper.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. The ability to create a custom tab under jobs

    The ability to add a custom tab you can name under jobs such as "Equipment"

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Would like the Zip Code field to be required

    Please make the Zip Code field required to avoid confusion with addresses,

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  14. Job number should be listed in format used for email tagging

    When looking at the job screen, the job number is listed in the lower right corner. It would so helpful if the number was listed in the format we need to tag the job when sending emails. This would allow for a quick copy/paste.

    [Job #20-4797] rather than #20-4797

    Many times a customer will email us outside of Job Nimbus and we want to make sure the conversation is recorded so we'll CC our jobnimbus email address and add the job number in the subject line to help with this.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  15. Exporting Contacts

    When exporting to csv file, the csv files uploads to excel with the full address in one column. Would like ability to download csv file so that when it is uploaded the street, city and zip are all in different columns.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Remove old filter options on Contact List

    Remove filter options on Contact list that are not available within Reports.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Remove "Is Sold" column option from Contact List customization

    Since "Is Sold' was replaced with Stages, this should not be listed as an option for Contact list column customization

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Autofill custom fields

    Custom fields made within the contact should be linked to the jobs created out of the contacts as well. Currently, the only thing that auto-populates out of the contact when creating a job is the standard fields and we are having to go in and once again, manually enter these custom field information into the jobs too.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Remove/Flag Duplicate Contact IDs When Importing from CSV

    When I import contacts from a CSV file, if they have the same IDs as existing contacts in JobNimbus there should be a warning/flag or a way to remove them from the import until the IDs are updated.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Autopopulate Contact Info from a Job

    When adding a job based of a contact, the data for that contact autopopulates, doesn't work the other way around, linking a contact to a job doesn't autopopulate the data, this would be a great feature and is something BuilderTrend has

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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