Contacts & Jobs
310 results found
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Map that shows previous job locations
Add a map feature to JobNimbus that shows location data points for previous completed jobs.
5 votesWould it also be beneficial to see current jobs/tasks? Others have submitted ideas for that and I am wondering if there is just a filter that would allow you to determine if you want to look at old jobs or current jobs.
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2 votes
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Hide contact ID
The ability to be able to hide the contact ID on the contact file page.
1 vote -
Drag cards to re order them
It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.
2 votes -
Notes counting as a "Update" to a contact/Job
Notes will trigger activities as a update to the contact or Job . This allows features like automations to trigger off notes as well
3 votes -
Sub-Boards
Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.
2 votes -
Dispatch
I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.
1 vote -
Subcontractor Field on Cards in the Board View
With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance
6 votes -
Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
1 vote -
Increase or remove limit for custom field.
Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.
2 votes -
Auto Populate Invoice Totals in Job Description
The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.
1 vote -
Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
2 votes -
move between contacts on the board without going back to the board
Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.
6 votes -
Merged data in Contact/Jobs
Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.
4 votes -
Allow contacts to be added to lists based on a contact field.
You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.
For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.
1 vote -
Creating a new job inherits the contact's company location
When creating a new job under a contact on the mobile app, the location of the job should inherit the contact's location. Instead, it is defaulting to the first location on the list.
2 votes -
assigned to
In the search bar when typing in a job number or job information, include the assigned inspector name in the results.
1 vote -
Keep Pictures in order
The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.
9 votes -
Job Template information
Have the ability when entering a job for it to have a box to input email and for it to automatically populate when sending an email.
2 votes -
Automatically adding the contact info based off the Lead Source.
Automatically inputing a clients information into JobNimbus based off an email they got from their lead source.
2 votes
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