Contacts & Jobs
138 results found
-
Easily Clickable "Go to Boards"
Make the "Go to Boards" button more easily clickable. The clickable space is very small and it is very easy to accidentally click the dashboard instead, which is very frustrating.
1 voteMerged with other ideas, fixed, or declined.
-
Ability to Save view
You should have the ability to save different views for contacts or jobs. Currently you can only have one view
1 voteMerged with other ideas, fixed, or declined.
-
Business Card View for Contacts
I’ve spent the last hour or so entering business card contacts into the system and it would be awesome if JN had a “Scan Card” feature to scan the front and back of a business card and a customizable board that allowed us to display the actual card image in a rolodex type fashion
1 voteMerged with other ideas, fixed, or declined.
-
Would be great to have a "Quick Filter" on the jobs and contacts screen
Would be great to have a "Quick Filter" on the jobs and contacts screen so that it's easier to filter down by any active column that is on the current view.
2 votesMerged with other ideas, fixed, or declined.
-
2 votes
Closing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Hide contact ID
The ability to be able to hide the contact ID on the contact file page.
1 voteMerged with other ideas, fixed, or declined.
-
Drag cards to re order them
It would be helpful to be able to click and drag the job/contact cards in the board to quickly re arrange the order vs having to go into setting and using the sorting filter.
2 votesMerged with other ideas, fixed, or declined.
-
Sub-Boards
Customer would find it useful to be able to create a sub-board within a board that reps can click through their login.
2 votesMerged with other ideas, fixed, or declined.
-
Dispatch
I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.
1 voteMerged with other ideas, fixed, or declined.
-
Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.
1 voteMerged with other ideas, fixed, or declined.
-
Increase or remove limit for custom field.
Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.
2 votesMerged with other ideas, fixed, or declined.
-
Auto Populate Invoice Totals in Job Description
The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.
1 voteMerged with other ideas, fixed, or declined.
-
Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?
2 votesMerged with other ideas, fixed, or declined.
-
Allow contacts to be added to lists based on a contact field.
You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.
For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.
1 voteMerged with other ideas, fixed, or declined.
-
Creating a new job inherits the contact's company location
When creating a new job under a contact on the mobile app, the location of the job should inherit the contact's location. Instead, it is defaulting to the first location on the list.
2 votesMerged with other ideas, fixed, or declined.
-
assigned to
In the search bar when typing in a job number or job information, include the assigned inspector name in the results.
1 voteMerged with other ideas, fixed, or declined.
-
Job Template information
Have the ability when entering a job for it to have a box to input email and for it to automatically populate when sending an email.
2 votesMerged with other ideas, fixed, or declined.
-
Automatically adding the contact info based off the Lead Source.
Automatically inputing a clients information into JobNimbus based off an email they got from their lead source.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
-
Set user preference for drop down menu options on Activity page
Have user set preference for drop down menu on activity page instead of having it default to User Activity every time.
1 voteMerged with other ideas, fixed, or declined.
-
Reoccurring Jobs
Option to create reoccurring jobs would really help with our company we have customers that get the same job done every month with same time and date
1 voteMerged with other ideas, fixed, or declined.
- Don't see your idea?