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JobNimbus Feedback

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Contacts & Jobs

60 results found

  1. 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.

    13 votes

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  2. Print a PDF of a signed or blank proposal.

    Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.

    3 votes

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  3. Note Section in Job Details

    Can you add a note section above the job number where we can put special instructions like:
    We are supplying materials
    Lockbox code
    Need to bring extra ladder
    and so on and so forth

    1 vote

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  4. Photo Download or Print

    Select certain photos to download or print without having to download them all and click on each individual photo.

    3 votes

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  5. 1 vote

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  6. Leadflow Distribution

    I would like to be able to evenly and automatically distribute leads to my sales reps

    1 vote

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  7. Save an Email Draft

    Would love if the email could save as a draft until I'm fully ready to send. Sometimes I need to get an additional attachment to upload or need more info, but email is fully drafted.

    1 vote

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  8. 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.

    3 votes

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  9. Add contact name, phone, email to jobs

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

    13 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.

    12 votes

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  11. 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.

    1 vote

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  12. 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.

    4 votes

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  13. Remove Start / End Date from Job

    We don't like the Start/Due Date and End Date fields on the Job creation page. Can we remove these or have the option to disable them so they don't appear?

    1 vote

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  14. related contacts

    Bug: Job Details page with "Related Contacts" on the right has the phone number cut off regardless of what size the window is using Safari browser.

    1 vote

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  15. 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

    1 vote

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  16. 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).

    1 vote

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  17. Share Job Status with Customer

    I would like to have a link that I can send to customers so that they can click it to view the status of the job and have a limited view of the job itself.

    1 vote

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  18. In Zapier actions should have Create a job

    We are trying to automate the creation of contacts from a contact form on our site, and for our business process we are working with only with jobs.
    With zapier we are creating the new contact but at the same time we want to create a job with Lead status and in the zapier actions there is no option to create a job, as well as within the jobnimbus automation there is no option to create a job .

    1 vote

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  19. 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.

    1 vote

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  20. subcontractor

    We need to be able to better track monies going in and out. As a solution, we were told to list our vendor/subcontractor/material payments under "commissions" in the budget report. Doing this does not allow us to view a detailed report, organize it in any way, and generally doesn't work well for this purpose. We would like a better solution meant for tracking our payments out and not just payments in.

    2 votes

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