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JobNimbus Feedback

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Contacts & Jobs

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46 results found

  1. Way to Prevent Adding Items to Contacts when Jobs are Enabled

    We use jobs and have all records contained within jobs. It would be great if, when jobs are activated, there would be a pop-up saying "Are you sure you want to record this estimate/invoice etc. under the Contact?" or some other fail-safe as a visual reminder for our users. Alternatively, being able to move a recorded estimate/invoice from the Contact level to the Job level would also suffice.

    8 votes

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    Viewed  ·  3 comments  ·  Admin →
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  2. Central Tag Editor

    A way is needed to edit and delete tags that are created so when they are no longer in use or duplicated for some reason we can get rid of unnecessary ones and change spelling or punctuation on existing ones.

    21 votes

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    Viewed  ·  4 comments  ·  Tags  ·  Admin →
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  3. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    We distribute leads based on where the sales reps have been working.
    It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)

    147 votes

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    Viewed  ·  26 comments  ·  Maps  ·  Admin →
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  4. Bulk/Batch Edit

    Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.

    • Assign, un-assign, reassign team members
    • Change status of several items at once
    • Mark multiple tasks as complete
    • Tags
    72 votes

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    Viewed  ·  21 comments  ·  Contacts  ·  Admin →
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  5. Import Contacts from iPhone, vCard, Contacts apps

    Self explanatory. Going through cdv?

    14 votes

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    2 comments  ·  Contacts  ·  Admin →
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    Update: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.

    We will continue to move towards these other contact import options going forward.
    -
    We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.

    I’ll let you know as we get closer, but we don’t have a date to announce at this time.

  6. Equipment Tracking

    It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.

    28 votes

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    Viewed  ·  4 comments  ·  Maps  ·  Admin →
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