Contacts & Jobs
313 results found
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Related Contact types for Insurance companies, Adjusters, and Permitting Jurisdictions
In our workflows, we frequently need to associate the same contact with multiple jobs. Examples include insurance carriers, individual adjusters, and city or county permitting offices. While JobNimbus allows a contact to be linked to multiple jobs, all activity, documents, and correspondence tied to that contact currently appear across every associated job. This creates clutter in job activity feeds and makes it difficult to determine which communication belongs to which job.
The feature request is for a more relational or context aware contact to job relationship. Ideally, contacts could still exist as centralized records, but when linked to a job,…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.
9 votes -
Custom Job Field Separators
Create sub categories or box separators so that may be roof details like shingle type . color, warranty,; is separate from insurance details such as policy number , claim number, carrier name , etc. Sure we can reorder then around, but it would be nice to group them together. One might suggest to take it a bit farther. I have read someone else suggestion to make certain groups or subcategories only available to certain users and applicable to their job responsibilities
1 vote -
Add Color to Board Cards/Columns
It would be helpful to organize jobs/contacts on boards by color
4 votes -
Permit Tracking
Is there a plan to add a built in building permit tracking feature directly within jobs?
Permits are currently tracked using notes, tasks, or custom fields, which is inefficient and increases the risk of missed steps and delays.
Key features that would be valuable:
Dedicated permit section within each job
Standard statuses such as Draft, Applied, Pulled, Posted, Inspection Scheduled, and Complete
Permit number, municipality, key dates, and document uploads
Ability to assign responsibility
Inspection type tracking for jobs requiring multiple inspections
Job level and system wide permit status visibility
This would significantly improve compliance, organization, and day to day…
1 vote -
Add Assignee on Created Contacts from New Jobs Shell
When creating a contact on the New Jobs Shell from the right side menu bar when selecting "New Related Contact", it allows you to input information, but there is no field for the assignee or sales rep. When the contact is created by a limited access user, they cannot see the contact they have just created if the workflow is set for "Assignees" only. This does not occur for the legacy contact creation nor new contact creation from the navigation bar.
1 vote -
Larger Font in New Jobs Experience
I understand the need to update the layout but there is a huge problem. The job title is so small I have had every one in my office ask where it was. Can this be enlarged? (See attachment, red highlighted area). The activity and size of the fonts is so small everyone is having problems with the readability of the system now which is a big problem if we are to continue to use this product.
2 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 -
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 -
More adjuster fields
Sometimes jobs have more than one adjuster (claim handler, Inside Tech Reviewer, Field Adjuster, Desk Adjuster, etc) and it would be nice to have more fields for these contacts
1 vote -
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 -
Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
3 votes -
1 vote
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Display the type of each work order
In the new Job view, it does not list the type of work order, but in the previous job view it did. Now if we have multiple work orders, we have to click on the work order to see what type it is. It was helpful when it listed if it was gutter, painting, roof, etc. I have uploaded a screenshot to show what it was like before when it listed the type, and what it looks like now without.
1 vote -
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 -
Allow contact display name to show on activity of texts in Job record
With the recent changes made with the new jobs experience one of the changes included adding the phone number to the job records. This also changed when a text is sent to the contact from the job record, so that it now only displays the number and not the display name of the contact when viewing it on the job activity.
1 vote -
Have the first page of the work order and material order be a photo of the home and address
We got accustomed to this with sumo quote. The first page of the work being the photo of the house and address really helps crews know they are at the right house. Also our supplier has mentioned that they really like this as it also helps their drivers when they are delivering materials before the job starts.
8 votes
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