Contacts & Jobs
275 results found
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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
1 vote -
Merge and Move Jobs
It would be very helpful if I had the ability to move a job from one contact to another. We recently had a QB syncing issue and had to create a new contact in JN in order to sync. We had to manually download all the notes, documents, financials, etc from all 3 of the customer's jobs. Then make new jobs under the new customer, and manually add all the notes and documents and photos back in. I had to pay my office manager to spend an entire day on this project.
1 vote -
Jobs on Calendar Multiple Weeks
For our roofing company for Tile and Metal jobs we do them in phases, so we have been having to create 2 separate jobs and it is screwing everything up. We would ideally be able to have ONE job that you can include multiple days/weeks on the calendar.
Example: Have it show for 8/18/25 - 8/20/25 then that same job back on the calendar for 9/2/25 - 9/5/25. That way it doesn't mess up our payroll or notes or anything and it all makes sense as to what happened with this job.
Currently we have to create multiple jobs for…
1 vote -
Mobile sharing contacts jobs
Is there a way we can get the ability to share a job/contact via the mobile app? The only ability currently is through computer website.
1 vote -
Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
1 vote -
Additional Dynamic Fields for Jobs (Invoice Balance, Job Value, etc.)
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
2 votes -
becky@redmondroofing.com
I’m getting complaints from my estimators about creating a contact through the “add job”. When you create a contact leading into a job I have 4 complaints: Phone number is a required field, email is a required field, the zip code doesn’t auto fill the city, and the state is a drop down selection requiring a break in flow when it should/could default to Washington. I know you can easily change this because none of these are the case when you “add contact”. I want “create new contact” when creating a job to be the same as when you just…
3 votes -
status
Under status change have a pop up window to make comments - example one of our staus is pre -walk - would be great if we could add notes here instead of everything going into activity feed
1 vote -
Autofill sales rep & assigned to in v2 of jobs
Currently the fields show up blank. It should be fairly straightforward to make them default to the rep creating the job
3 votes -
Custom decimal field options to disable auto rounding
When you create a custom decimal field, there is a hard limit that the system will round to. Currently, anything beyond the hundredths place will be rounded, and there is no way to disable that.
2 votes -
Ability to Adjust Default View of Tasks on the New Jobs Experience
When navigating to a job in the New Jobs Experience and selecting the "Tasks" option, it defaults to show me "All" and I would like to be able to choose which one it defaults to instead. In this case, I want "Incomplete" to be visible first.
1 vote -
Navigate to "Contacts" Page instead of "Home" Page after Contact Deletion
When I delete a contact either on the contact list page (https://app.jobnimbus.com/contactlist), or a specific contact itself (https://app.jobnimbus.com/contact/ID), it takes me back to the home page instead of back to the list of contacts. This can be frustrating if I want to delete multiple contacts as I have to navigate back.
1 vote -
Allow the user to set the preferred default drop-down option when viewing the activity page.
Every time you view activity, it defaults to User Created. Being able to set what the default option is.
2 votes -
If Contact is updated, Job should subsequently update.
If a Contact is updated in any way, the associated Job should subsequently update.
4 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.1 vote -
Private Notes Easily Identified in website
In the Activity Tab of a job, in the notes: If a note has been marked as "Private," the note in the web based version does not show any indication of that note being private (the phone based app does show these as private). The website version of JobNimbus needs this clarification as well. We currently have to click on "Edit" just to see that the note is or is not Private.
1 vote -
Bring back the "Work Order" tab on Contacts
Bring back the "Work Order" tab on Contacts. If you have a contact with a hundred jobs it is not easy to see which ones might have work order that needs to be completed. As it is now set up, we have to cycle through all the jobs to see which ones are in a status we've created called "work order created". Not a good solution if the contact had 10 pages of jobs. When we had the "work order" tab we could see all the work orders related to the contact. If that's not possible, add work orders to…
1 vote -
allow seperate contacts for jobs
when creating a job, you should be able to add seperate contacts. When we use a contractor they generally have differetn project managers and salesman and we have to manually add emails and phone numbers and scroll to find their info.
1 vote -
Allow users to set tagging as a required field for a job
Allow a user to set the tagging field as a required field to enter information to.
2 votes -
Being able to choose what contact information is populated in a NSE estimate
The issue we ran into is they had an old sales user who was no longer an active user and was replaced recently, and it took the system a second to refresh the contact information automatically populated on the estimate. It would be nice if there was simply a drop-down to select which user you would like to populate their contact information on the estimate.
2 votes
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