Contacts & Jobs
309 results found
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Allow Users to have a Forms Tab with the new JobNimbus.
The customer is unable to use a 'natural form' for a subcontractor contact after a recent change to the system. Customer would like this feature.
1 vote -
When filtering add a toggle for OR filtering not just AND
Currently, if you filter for sales reps and assignees on a board, it will filter for jobs that show you as both the assignee and the sales rep, for instance. It would be nice to allow the filter to toggle to filter for sales rep OR assignee.
1 vote -
Job view - customization of job creation
when creating a new job a lot of necessary fields and custom fields are not showing up. Is there a chance we can get a feature that lets us customize the job view depending on our necessities?
3 votes -
Creating Multiple Categories for Job Fields
We have alot of commercial and residential clients and we use the Job Feilds as a template of questions for our receptionists ask during job creation. These question normally only apply to residential full replacement customers so we just have to type a note for commercial clients. It would be great to be able to create entirely different templates in Job Fields for each different job type.
5 votes -
Limit access on work orders to change status but not edit or create.
We really need our subcontractors inside of jobnumbus to have access to change the status of a work order to complete, but for obvious reasons they need to not be able to edit or create work orders.
5 votes -
Be able to call all Contacts directly from the job (not just the primary contact) from the app
Currently, WHILE USING THE APP when there is more than one contact attached to a job you can only call the primary contact directly from that job (not the secondary contact). There is a work around which would be to go into "Details" and click on the secondary contact and call from there. However, the problem is that then the notes from that phone call store under the contact and not the job (we are aware to relate the contacts and then when in the job click the “related” button and from there all notes from any attached/related contacts or…
16 votes -
customer type box for color choices
When a customer Signs our "Contract" I want to be able to have a box that is required to be filled out that the customer would type in their color choices for roof, siding, gutters, etc... These items are crucial to have all in one spot for transparency and to cover ourselves due to discrepancies after install. This is a huge NEED
3 votes -
Set appointment reminders in calendar
The current calendar does not allow setting appointment reminders even thought it merges with Google Calendar. Being able to set reminders 30 min, 1 hour, 2 hours, 1 day, etc before a meeting is important.
7 votes -
React Option in Activity Tab
I would like to be able to have a reaction or "like" option within the activity tab to mark when a note or email has been viewed or reviewed by an individual.
11 votes -
ADDING Tags VIA Automation
Can we please make an "ACTION" option for Automations to ADD a Tag based on events, trigger type and conditions
2 votes -
Create "trades", under jobs, that are able to be tracked in a Gantt chart.
Things right now are split between contacts and jobs. If you added a "trades" section that ties into the parent job, that ties into the parent contact, that would be ideal. A person calls, we add them as a client. We create a job to provide an estimate for what the client is looking for, and for the sales team to see where that lead goes. At some point the estimate is approved and "trades" are created. If the estimate was for roofing, siding, windows, and gutters then four trades are created for the production team to follow. The production…
5 votes -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
Assign Job to Sales Rep Automatically
Currently, we'd have to setup an automation to create a task for someone to manually assign a sales representative. It would be awesome to be able to have leads automatically assigned to a sales rep based on the job type they handle. This may require the option to setup the type of trade each sales rep handles in their profile.
2 votes -
Canvassing Features
Nimbus already uses a map feature with geo-tracking. What our company needs is a way to track, tag, and document any addresses that we have canvassed in the past that are not necessarily customers yet. We need this feature so we can coordinate our canvassing efforts within a given area, and to know which properties we need to revisit, what happened when the sales rep was at the door, etc.
Ideally, we would be able to change the "status" of these location pins based upon the interaction, e.g. if they weren't interested, or if they are a warm lead, or…
8 votes -
Give Lower Level Users Permission To Delete ONLY Notes
Currently needing to give me team the ability to destroy our whole system, when all we need to do is clear up a mistake in the notes of a contact. Please allow for Delete Note to be available outside of an admin level permission. Thank you
1 vote -
Make Contact Photo Better on Desktop
Make the contact photo larger and more clear on desktop view.
1 vote -
Multiple Workflows/Scopes under 1 Job
The ability to add different scopes of work that are associated with the same job but require different trades/crews and different schedules. For example, if we have a customer with 3 different types of roofing systems (shingles, metal accents, and TPO for their deck) there would be 3 different orders and 3 separate crews scheduled for those scopes. Or if we perform more work at the same location, for example if they build an addition 2 years after we replaced their roof, it would be helpful to be able to separate that scope of work from the original roof work.
2 votes -
Ipad App Crashing when inputing line Items from template
Ipad App Specific bug.. Increase the "Estimate Details" field to full screen while using the app.. Currently it is a pop up in center of the screen, if you accidently click the left or right sides outside the pop up, it will close the pop up and erase all data!
Add a "Save" button when inputing Estimate Details under the current options tab. You currently have to back out to layout to find the save button.1 vote -
Be able to set any field as 'required' and not just the custom ones
Be able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This assist in pulling more accurate reports.
4 votes -
Data should be organized around the building address, not owner name
Which is more likely to change, a building address or a building owner?????
In some industries, it makes sense for the data to be built around a person. Not in our industry. The data should all be built around the address. You can still "relate" several buildings to a single owner.
JOBS can be completely eliminated if you use the building address as the "PRIMARY KEY" field. This is the one field that won't change.
1 vote
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