Contacts & Jobs
289 results found
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Edit email template for sharing a job
Currently when you click to share a job there's no way to customize the content of the email that gets sent with the share link, we would like to be able to customize this the same way you can edit other email templates.
1 vote -
automations
need automation condition to assign a specific lead as sales rep after a job is created
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 -
Have somewhere that shows Inputted Job Fields only
I wanted to suggest an important improvement to how job information is displayed. Right now, the only place to view job fields is within the “Fields” section, which shows all possible fields. This makes it difficult to quickly identify the pertinent details for a specific job.
It would be extremely helpful to have a summary section at the top of the page (ideally right under the job name, job number, and email OR on the right in the details drawer [would think that is where the details should be found afterall]) that displays only the filled-in fields relevant to that…
1 vote -
Organize Data By Address
We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…
2 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…
1 vote -
Non-US Date Layout on Signed Contracts
Even when selecting a country (and culture) outside the US and enabling international support, the date format on signed contracts is MM-DD-YY instead of DD-MM-YY, this is causing confusion with our insurance company that indemnifies our jobs.
2 votes -
Bring back the Contact Boards
We need visibility into the entire workflow—both contacts and jobs—to properly follow up. While we can currently see contacts in a list and pull reports, it would be more effective to have a single workflow view. Ideally, this would show the full process from the moment a lead comes in (even before a job is created, if we’re not sure it will move forward) through to the completion of the job. A unified workflow view would allow us to track each stage more efficiently and ensure that no lead or job is overlooked.
1 vote -
Add date created to the search suggestions when searching for jobs or contacts
When you use the search bar and it begins to populate suggestions from your jobs and contacts, could the suggestions include the date created? This would help us with customers who might have multiple properties they manage, or a property that we worked on in the past but has changed ownership.
Some of our contacts have hundreds of jobs across hundreds of properties. Having the date next to the search suggestions would save them a good chunk of time.
1 vote -
Sending Emails to customers with attachments should not be uploaded to the customer documents
With the new job experience, I’ve noticed that every time I email a customer their warranty documents and installation prep guide, those files are automatically uploaded to the customer’s document section. Since these are meant purely for reference and not for permanent storage, I end up manually deleting 4–7 documents per customer I schedule for installation.
We believe that only documents sent from customers should be uploaded to their file section—not the ones we send to them. This wasn’t an issue with the previous job experience, and reverting to that behavior would save time and reduce clutter. Everyone in the…1 vote -
Add inspection images page to workorder from the signed quote
In sumo quote when I create a work order it adds the inspection images page to the work. These are things the sales guy made a point to take an image for clarity on instructions or a particular item to the homeowner in his estimate and signed quote. This really helps improve communication to our crews. This way the right item gets removed or stays on the roof, or special details pointed out. It also saves me a lot of time not having to go into our photo album and repeat the process.
6 votes -
Add Color to Board Cards
It would be helpful to organize jobs/contacts on boards by color
2 votes -
Creating PDF Scope Documents from Photos
I need the ability to take any number of photos and combine them into one PDF document. This allows you to markup photos or put photos together and then provide these to a crew or the customer so they can see what needs to be completed.
Right now I have to upload the photos, mark them up and then download all the files. Convert them to a PDF on my computer and then upload the file. This is highly inefficient.
1 vote -
Import of activity notes and documents from a contact to a specific job for repeat clients with multiple jobs.
Have the ability to select activity notes, documents or invoices from a contact and tie them directly to a job under that contact. When repeat customers have multiple jobs, it becomes near impossible to keep separate the different notes or documents for each job. This seems like an easy fix to be able to select which jobs each activity/document should be associated with under a contact.
1 vote -
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…
4 votes -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
1 vote -
ADD LEAD SOURCE TO CONTACTS ON JOBV2
On the new "job experience" Lead Source is ONLY on Jobs not on Contacts. Need this on Contacts levels. Also must be able to run reports on Lead sources to track our lead flow.
3 votes -
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.
2 votes -
creating contact
there is no diplay name edit option when creating a contact. unlike before. now you have to go to that chart you added an edit it from there
2 votes -
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1 vote
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