Contacts & Jobs
330 results found
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Budget
Please configure the system to automatically update the job name in the Budget whenever the job name is changed. Currently, updates to the job name are not reflected in the Budget, which is causing confusion when generating reports and accessing related information.
1 vote -
Tasks listed on job records display the start date and not end date, or are configurable to swap between the two
Currently when you navigate to a job and go to the tasks tab if a task there has an start and end date/time the task before clicking into the details will show the end date. Being able to toggle between the tasks showing the start date by default would make it easier for users to see and keep track of when something is supposed to start compared to end.
Currently if a task has only a start date that is all it will display of course but if you add an end date as well it will by default display…
1 vote -
estimate customization
The size and location of different text and items should be more customizable. Currently the list of packages and their pricing shows up super small and then a massive financing company logo shows up with huge pricing totals, It makes the page clunky and unappealing. Everything from column width to size of any embedded item should be customizable.
1 vote -
Better Digital Signing work flow - Customers constantly calling to get help with the signing feature
Is there any hope of this feature being improved in the near future. We have to walk at least 25% of our clients through the process and it takes forever. Some we unfortunately end up having to have them print up the lengthy contract, hand sign and mail in. Here is the list of problems with the current set up (worst on the phone, but also bad on a browser) and some suggestions
When they click the [view and sign] button in the email body it goes to a PDF viewer that confuses them. They try to sign it by…
1 vote -
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a qu
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a quick update button that alphabetizes them.
1 vote -
flag problematic customers
We would like a way to visually flag customers who may have been problematic in the past, so that if they call in for future services a year later, we can catch it and maybe decline working for them again.
2 votes -
Contact Widget
On the related contact widgets, have the 'Company Name' displayed (if there is anything filled in), and also display the contact workflow status or a custom field with their information.
1 vote -
Ability to duplicate jobs with the option of what items/documents/estimates/etc to duplicate
When duplicating jobs it would be nice to have the option what information to duplicate. Docs/estimates/etc. Then checkboxes (if choosing docs or other things) for what docs/etc to also carry over.
This is a useful feature for similar buildings or jobs new construction projects that build the same plan over and over.
1 vote -
Dashboard Widgets
Have the ability to resize/reshape the widgets based on how you want them laid out on the job dashboard. I feel like the two different sizes/shapes you can currently set them to take up a lot of unnecessary space and don't display as much information as they could/should.
And adding invoices to 'Production' widget would be very very helpful to quickly see invoice statuses.
1 vote -
Customer Share Note
Having the ability to edit the message in the email the customer gets that we have shared their profile with them. Being able to write a short email that describes what has been shared and provides an update to their job status without sending a separate email outlining updates and what could be a straightforward single email with a shared profile link. Could add it in under the first pop up.
1 vote -
Color coding for lead source labels
It's just easier to navigate through the dashboard and see from what source we have the most leads
1 vote -
New Job Boards
The new job boards view that showed up today broke the Job Name code - This no longer works, but did on the previous version. {{parentdisplayname}}
1 vote -
Eagleview Property Data Widget
On the job dashboard the eagleview property data widget is not available on the mobile app. I was just at a new customers house looking at roof damage and, when I created the job, I realized there is nowhere on the mobile app to view the sqft, pitch and # of squares. This is where the information is critical. In the field, in a customers living room, where the closing happens! Face to face interaction is always your best opportunity to close a deal. It would be nice if sqft, pitch and # squares could be posted somewhere. Even if…
1 vote -
JobNimbus Feedback (Contacts + Jobs) company-first vs. Individual
JobNimbus Feedback (Contacts + Jobs)
Main issue: JobNimbus feels person-first instead of company-first, which doesn’t match how commercial roofing actually works.
Key frustrations you flagged:
Companies feel like a secondary field, almost an afterthought
The platform seems built around one-off residential customers, not corporate accounts
There are too few places to properly attach or emphasize a company name
Commercial users often need multiple contacts under one company (PMs, AP, supervisors, owners)
Adding contacts to an existing company/customer is not intuitive — you have to hunt around
Core request:
JobNimbus should improve:
Company-centric CRM structure
Multi-contact support per customer/company
Easier “Add…
2 votes -
Larger photos with descriptions on the work orders
I would love to have the ability to add larger photos to my work orders. The crews cannot tell what is going on using the small photos and cannot give a description, would like to see it similar to the "Estimates"
They could possibly print on a separate page if needed.1 vote -
Tasks through contacts
I went to set up a task on a contact today when I realized that it isn't an option. If it's an option jobs can it be added to contacts as well?
1 vote -
Add "Edit Contact" to three dots at the header of the job record.
It was nice in the old layout when I could edit straight from the header section instead of having to click into the contact (thus opening a new window - taking more time)
2 votes -
Option to upload cover photo for job directly in main dashboard
It would be nice if the pop up that opens when pressing "select Photo" in the main job dashboard, would give the option to upload a new photo directly. Currently I have to navigate to the photo tab upload then go back to main dashboard and click another pop up where I can then select the photo.
1 vote -
Estimate Status Column on Job Listings Under Contact
We have different customers like builders, property managers, real estate agents, insurance agents, etc. that have multiple active jobs open in various stages of estimating and job progression. It would be nice to be able to add a column onto the jobs dashboard under the customer for not just job status but estimate status as well. It would give better visibility into whether or not an estimate is being drawn up, was sent out already, or was never made w/o having to rely on reps to update statuses (b/c they're not great at that) or having to go into each…
1 vote -
2 votes
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