Contacts & Jobs
315 results found
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Contact info under the job for job specific contacts.
It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…
5 votes -
Relate jobs, not just contacts
We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.
7 votes -
Make assigned to a drop down
I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.
3 votes -
Custom Equations for Custom Fields
We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.
9 votes -
Limited access on contacts
We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)
5 votes -
Same Name
I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs
9 votes -
Broken Automation Warning
Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.
1 vote -
"Contact Fields" and "Insert Template Field" Combined
When you create an email template (especially for automation) you can easily select and insert a template field that populates information into the email (i.e. customer name, address, ect.). Part of the selection is "Contact Others" where you can select "Approved Invoices-Balance Due." This populates the amount due in the email, which is very useful. If you made it so that we could have the same option to use "Insert Template Field" when customizing the Contact Fields, we could do many things, including have the Balance Due right at the top of the contact.
Another thing you should do is…
1 vote -
2 votes
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Remove/Change the "Assigned Default" when creating the Job/Contact
Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.
6 votes -
Boards assigned to team members
I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…
4 votes -
Body of card customization increase
We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.
8 votes -
Use Bulk Edit to Trigger Automation
I would like to be able to use the reports and bulk edit function to move groups of contacts out of one status and into another to trigger an automation all at once, rather than manually moving each job.
5 votes -
Have address auto-fill from Google Maps as it's being entered.
We're migrating from Acculynx. Acculynx uses Google Maps and will auto-fill an address when we're entering a new lead's address. This is a benefit because 1) It makes our entries consistent, and 2) ensures we're going to the correct house.
Please add this feature.94 votesGreat news! We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below. This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.
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Estimate Preview
It would be nice to be able to preview estimates prior to saving.
3 votes -
Margin vs Markup
Can we get a box to go from Markup % to Margin %? I go off of Margin % but all of the estimates are set up for Markup.
4 votes -
Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
5 votes -
full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
3 votes -
Allow customers access to JobNimbus
Allow customers access to JobNimbus
5 votes -
Add additional phone numbers to Job
We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.
3 votes
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