Contacts & Jobs
138 results found
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Automatically have multiple team members included in assigned field when creating a contact or job
Automatically have multiple team members included in assigned field when creating a contact or job
1 voteMerged with other ideas, fixed, or declined.
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Sales Pipeline- retro actively remove contacts if they are moved to lost status.
If a contact is entered into a status with sold stage it reports on the sales pipeline. However, if that contact cancelled and no longer will install with company, they move it to lost status. However, the contact is still left lingering on the dashboard of the sales pipeline. Cannot remove it and would be nice if we could.
1 voteMerged with other ideas, fixed, or declined.
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The Ability to change Workorder list
The ability to change the order list under the contact/ job file where it states work order.
2 votesMerged with other ideas, fixed, or declined.
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Admin ability to override dates
Sometimes we forget to move the status. Admins should be able to override dates to create accurate reporting.
Report on productivity, and efficiency of a workflow or personnel by having a report based on a timestamp from one status to the other, or from one action to another.
2 votesMerged with other ideas, fixed, or declined.
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NOTES tab in contact/job
Can we please have a SEPERATE TAB for NOTES so that we can follow Chronologically with out searching through ALL the Activity.
2 votesMerged with other ideas, fixed, or declined.
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Create/Allow Custom Creation of Tabs Adjacent to Work Orders tab. (See Photo)
Devs/Forum Admin: In many different iterations, this issue has been raised by other users. I'd like to propose a solution to solve all the different feedback proposed in regards to this meta-issue. I'll link to similar feedback below. Please note this fix would solve a major problem JN has in opening up marketability to a specific class of roofing contractor. Insurance Restoration Contractors who perform 85%+ insurance work rather than retail typically opt for systems like JobProgress, Acculynx, & GiddyUp as you can get a sense for if you spend 5 minutes searching through FB groups such as Level The…
3 votesMerged with other ideas, fixed, or declined.
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Board Names
It would be nice to see board names on the top header of the page so we can easily access each board in one click.
1 voteMerged with other ideas, fixed, or declined.
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Add One Click Button Options So Jobs Can Be Moved Through The "WorkFlow" Easier
Please make it to where installers out in the field can CHANGE status of a job by a one click button option. Currently if a job is scheduled and they go and finish that job there is no way of admin knowing the job is complete without them @Admin in the notes section and physically typing "Job is complete" than the admin has to Manually drag the job from "Scheduled" tab to "Complate" tab. HUGE problem for us because a job thats complete might stay in the "scheduled" tag for weeks before someone relizes that jobs been done and has…
1 voteMerged with other ideas, fixed, or declined.
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Show Available Boards in Navigation (1 click to boards)
Since you have moved the navigation menu to the top of the screen it would be nice to show the boards across the top of the screen. So if you have four boards the name of each would be listed so we don't have to click multiple times to get into a board.
1 voteMerged with other ideas, fixed, or declined.
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Also viewing
It would be helpful if there were a "UserName is also viewing this" notification if you open a job or try to edit an invoice/work order/estimate that another team member is using. We have had situations where edits were lost or communication crossed when two people were in a file at the same time. I do appreciate that multiple people can use a job at the same time, but a shared user notification would eliminate some issues.
1 voteMerged with other ideas, fixed, or declined.
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Improve flow of setting up job/contact
Intuitive flow on setting up a contact and jobs. 1. You have two tabs for adding contacts on the contact page. If the correct one is not chosen they will not connect to original intake and not appear on the sales funnel. Your training description read choose upper right corner. They are both in the upper right corner. This is extremely confusing and causes a great deal of problems as the jobs and followup move forward. 2. There needs to an ability to delete as well as add product. That is not in your guide. Your user guide is NOT…
1 voteMerged with other ideas, fixed, or declined.
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Clickable hyperlink in Notes
When copying and pasting a hyperlink as a Note, it almost never works when you have more text before or after the link. The system detects the beginning and end of the hyperlink incorrectly and forces you to manually copy and paste it in order to open it.
4 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.
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Map is not working for jobs
The map works for the contacts on the calendar but does not work for jobs.
1 voteMerged with other ideas, fixed, or declined.
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Ability to Change Job Status in the List
In the list under "jobs", I would like to be able to change the status directly in the list instead of clicking on the 3 dots to change the status.
2 votesMerged with other ideas, fixed, or declined.
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Ability to print notes
Provide a way to print the expanded version of all notes at time time instead of just the shortened or abbreviated version that displays in the activity section.
2 votesMerged with other ideas, fixed, or declined.
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organize board main page by sections
I would like to organize the front page or the main page of the boards by a sections similar to the sections in the estimates, invoices, and work orders.
2 votesYou can currently create permanent filters for boards in the board edit screen. The rest of the settings are done on a user level, not account level. Will not be changed in the foreseeable future.
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A way to map or autopopulate data from custom contact fields to jobs
I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.
5 votesMerged with other ideas, fixed, or declined.
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Make Contact Task Tab Sortable
Would like to see the option to sort my Tasks from Newest to Oldest to increase visibility of urgent Tasks
1 voteMerged with other ideas, fixed, or declined.
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Contact Work Flows All On One Screen
It would be nice to have each individual Contact Workflow show on ONE screen. Then you could scroll up and down and see each Workflow without having to go back and forth. And have a refresh button that would refresh all Workflows
2 votesMerged with other ideas, fixed, or declined.
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Sorting Shared Records
It would be nice for the contacts/jobs that are being shared a record from JN to be able to sort through the information they see via the shared link. As of now, everything is visible only in chronological order.
1 voteMerged with other ideas, fixed, or declined.
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