Contacts & Jobs
128 results found
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Place on board for description of product needed.
One or two words for a brief description by name of product - like roofing, siding, repair
1 voteAlready there! The icon at the top left of each card represents the Contact/Job Type and when you mouse over it then it will tell you what that type is.
You can customize the icon for your Contact Types in the Contact Workflows tab by editing each type and choosing the icon/image. If you have Jobs turned on, it would be in the Job Workflows tab.
Give that a try and if you have any other questions then please send them to support@JobNimbus.com and they’ll be able to help you out!
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Two (or more) workflows under a job
We do insurance work and need to track where a file is at with the insurance company, at the same time, we track production. Would be great to be able to have two workflows (ie. one Production, one Insurance Supplement) under one job.
2 votesThis is a situation where Work Orders are more appropriate, as you can run multiple workflows with multiple Work Orders, while still having the main Contact/Job workflow for the overall job/customer.
Each WO workflow would have it’s own board so you could track them independently.
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Download option
Not sure if this is a function of Jobnimbus, but when I used to download attachments, they would open on my computer in either Adobe, Excel, Word, etc.
Now, however, when I download an attachment (specifically Adobe), they only go to the download file and I have to go open them after that.
Did I do something to the settings on Jobnimbus to cause that?
1 voteSounds like browser-level or OS-level handling of the download file once it’s finished downloading. We haven’t made any code changes on our end with regards to this functionality, so it’s possible a browser update changed the default behavior for downloads.
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Email job attachments as PDF
There are lots of insurance carriers who cannot open web link attachments. Would be helpful to have an option to email attachments in a job such as invoice and reports as pdf attachment
2 votes1. Go go your Settings from your name at the top right.
2. Find the Templates tab and click the button to Add Template
3. Choose “Document Template”
4. In the Insert Template Field option in the toolbar, choose “Built-In Sections > Document Attachments”
5. Save this template as “Job Attachments”
6. Go to your job that has PDF attachments and use the gear icon at the top right to choose “Create Document”
7. Choose the “Job Attachments” design template
8. Check the boxes next to each document PDF that you want compiled.
9. Save this document and you’ll have everything in one PDF ready to send out! -
Back activity log on the customers recent activity
Time and date stamp in the customer recent activity board even if they do not physically add a note-
1 voteJust use the dropdown menu (on the web) on the Activity grid to choose “All” and you’ll see the full range of Activity on each Contact/Job.
Enjoy!
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Choose which contacts show in mobile app
I can place the contacts in a follow up folder or Closed and set it to not be visible. It makes it not visible on the computer, but it still shows up on mobile app.
1 voteThere are a couple of ways to do this:
1. Use “Archive” on the Contact workflows. We don’t show any archived contacts in the mobile app, so this is the quickest way to get those out of your hair.
2. Assign the contact to someone else. As you make new assignments, those contacts should stop showing on your device (this is especially true for users that are Limited Access).Give those a try!
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a way to view customers on dashboard by last activity.
It would be nice to login to Job Nimbus and see all contacts sorted by "Time of Last Activity". That way if someone else adds a note, uploads attachments, I can view them based on the time they were loaded. Most recent activity would be on the top. Similar to how your email inbox operates.
1 voteYou can do this by adding the column for Date Updated and sorting by that column:
1. To apply this to the existing Contacts grid on your Contacts area and Dashboard, go to Contacts and use the gear icon to choose “Customize”, then add the column, click the column header to sort, and Save at the top right.
2. To add this to a new Contact report, go to Reports, use the gear icon at the top right and choose “Create Contact Report”. Then add the column for Date Updated, click the header to sort by that column, and Save at the top right.
Notes and activity count as updates, so they will affect the Update dates and that should get you exactly what you need!
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1 vote
1. Go to Contacts on the left side, make sure to choose “List” in the switcher at the top.
2. Use the gear icon at the top right to choose “Customize”
3. Click the First or Last Name column header to sort alphabetically.
4. Click “Save” at the top right.This will change the sorting on your Contacts list and the version on your Dashboard.
Enjoy!
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the ability to print photos only when selecting the "print" feature
We like to give our foreman a thumbnail sheet of photos in their job packet. It would be nice to be able to make a selection in the "print" features of what you want to print and not default to print everything
1 voteYou can already do this! Check out our tutorial for this on our blog, look at option 2: http://www.jobnimbus.com/blog/2016/04/20/how-to-share-photo-attachments-via-email-or-documents/
Give that a try and if you have any more questions please email support@JobNimbus.com
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Automation for Status Change
to have the automation for status changes with out having to move the job on the board. Example; once the work orders are complete it sends it in the next stage of the work flow, AR. Since the jobs don't have invoicing until the work is complete them it would make since for the job move to AR. Or, automation to move the job to closed once the invoice is paid in full by the client
17 votesThank the maker, this one is here! Head over to the Automation tab to get started.
We’ll be announcing this formally on our blog and in our newsletter soon with additional help and tips.
Enjoy!
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Change Background on Boards Menu's
Being able to change the background on the boards menu kinda like changing the background photo on your desktop.
1 voteIf you edit any board, you should see a “Color” option for you to change the color of the board’s background.
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Quick Notes Section
We need a way to add a note to a job or contact without having to leave the current job we are in. We have trouble making sure all employees are adding notes all the time.
If my guys are working on a claim and the phone rings, they have to leave the claim they are working and open the claim for the person on the phone just to leave a note about what was said. Then they have to make their way back to the other claim. A "quick entry" popup button with a search field for a job…
1 voteYou can already do this:
1. No matter what page you’re looking at, you can use the search bar at the top to find the contact/job you need to add a note to
2. Then put your mouse over the search result to reveal the action menu (gear icon).
3. Use the action menu to choose “Add Note”
4. An Add Note popup will appear where you can add a note to that contact/job.
5. Click “Save” and then continue work on the page you were already on.Enjoy!
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Notes and tags
So if you add a note, you cannot "assign" it to anyone.
So to "assign" even a comment on a file, or ask a question to a team member you have to set a "task" and "assign" it to their name.
If that team member responses to adds a "note" in the customer file, you (the other team member) does not see this corresponse (ie get an email) unless they actually go into that persons file.The only way to communicate back and forth with a team member is to continually "assign tasks" to each other.
This seems really cumbersome…
1 voteWhen you add a note, just use the @ symbol and choose from a list of your team members to mention them on the note. They get a notification about the note and can act on it.
In the future, we plan on adding some really cool communication features that will take this to a whole new level. More on that in the future.
In addition, we have considered a “Subscribe” feature that would allow you to get emailed updates from a file you’re subscribed to, which would help you out with this as well.
In the meantime, give the @mentions a try!
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Update Variable Data in Documents
If I update something within a contact and that data is used on a document, the document should be updated accordingly with the new data.
1 voteThis actually already happens for your documents, the only difference is that it doesn’t generate a new PDF with each revision automatically, but if you go to edit the document and then re-save it will pull the new data into the new PDF.
Unfortunately since the system can have signed documents and since it would generate a PDF for each save, there are development reasons that restrict us from doing an auto-generated PDF with each save.
We’ll continue looking into new ways of making this process more convenient going forward.
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print out of each reps list of appointments, and estimates
containing each contact's name phone number and service
1 voteYou can create reports for Tasks and Estimates, filter them by sales rep, and dial them in, and then export them to Excel for printing.
Let us know if there’s something you aren’t able to achieve by this and we’ll help look into it!
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zip code field in contact/job screen
Am I missing the zip code field when I create a contact?
1 voteYou’ll find the zip code labeled “Postal Code” near the bottom of the left-hand column when creating contacts and/or jobs.
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When you click add contact, a customer data entry field opens. The courser does not appear in the first entry line.
Fix it; when you click add contact, you should be able to start entering customer info immediately without moving your mouse and placing the courser.
1 vote -
1 vote
If you’re looking at the Contacts grid (as opposed to the board), you can click the cog icon at the top right and choose “Edit”. There, you’ll be able to customize this report with a filter for “Status” and choose which statuses you would like to show on this list.
Alternatively, you can leave the built-in Contacts list alone and create a new Contacts report in Reports that has these filters, and then you can add that one to your dashboard.
Let me know if you need help setting this up!
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alphabetically contacts / chronological work order
When I put a new contact they are listed in the order they were added rather than alphabetical. and for workflows - the customers are listed alphabetically rather than by the date the job was added. If there is any way you can have more freedom in this area or able to make it more practical.
1 voteYou can sort your main Contacts grid:
1. Go to “Contacts” from the left side navigation.
2. Choose “List” on the List/Board switcher.
3. Click the gear icon at the top right of the report and choose “Customize”.
4. Click the column header for “First Name” or “Last Name” to sort alphabetically.
5. Click “Save” at the top right.To sort your Board lists:
1. Go back to Contacts from the left side navigation and choose “Board” from the List/Board switcher.
2. Put your mouse over the board tile that you’d like to sort and use the gear icon to click “Edit”
3. You’ll see that each list has a sorting assigned to it. You can use the gear icon to edit the sorting of each list so it fits your needs.Let us know if we can help walk you through this further!
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Vendor Tracking in QuickBooks
I was wondering how to add contacts that would integrate with Quickbooks Online's vendor contact list. When I select "supplier" as the contact type in Jobnimbus, it applies it to Quickbook's "customer" category.
4 votesYou should be able to set your vendors now when setting up the sync with QuickBooks. Enjoy!
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