Contacts & Jobs
206 results found
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Add a Suite or Unit number
Add Suite or Unit number area to the initial lead intake windows when adding a job.
1 vote -
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…
1 vote -
Fix jumpy scrolling in boards
When slowly scrolling down the jobs in boards the scrolling is jumpy and makes it easy to miss a job. I often have to "audit" the jobs in each board and I have to be very careful while scrolling to make sure I don't skip one when the job cards jump. I imagine this is because it is loading but if there is a way to fix this so that the scrolling is smooth and just stops while loading but doesn't jump down when it is done loading that would be very helpful. I wish I could takesnip
1 vote -
Flag a Contact due to Non-payment
We would like to be able to flag a contact/customer when they have been identified by a manager or accounting team due to non-payment so that we don't continue to complete work for them without payment. Some sort of visible indicator to make it obvious or to have to have an approval from a certain profile to be able to proceed.
1 vote -
Add "Tasks" to the Contact page
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.Can we please get a tab for "Tasks" on the contact page?
1 vote -
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.
2 votes -
Unwanted auto Assigning people to jobs
Assigning a person to a specific job or task automatically assigns them to the contact file as well. I was told it was intentional and could not be changed.
This continues to be an issue, because we assign specific jobs to subcontractors, but we don't want them to be assigned to the main contact's file. It also has a minor annoyance when adding tasks for office staff, as manually adding a task will assign the person to the contact, but our office staff are Admin level and do not need or want to be assigned to specific contacts
1 vote -
Duplicate (Jobs) with out copying documents
There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)
As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over…
0 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…
5 votes -
Persistent Issue with Merge Feature
I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.
The main problems are:
Inability to email merged clients directly from JobNimbus.
Loss of access to templates and client history post-merge.
These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading…1 vote -
Add Most Recent Activity to Job Report
I would like to be able to add a "most recent activity" column to my job or contact board.
2 votes -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
5 votes -
apluscontractorssean@gmail.com
Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.
2 votes -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
2 votes -
Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
2 votes -
reply all
When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....
2 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Keep related box checked when checking it
It would be nice to have the related box stay checked
2 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
6 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
6 votes
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