Contacts & Jobs
289 results found
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Inactive Subcontractors
I would like to be able to move subcontractors to inactive and have them no longer appear as an option on the drop-down when assigning subcontractors to a job.
1 vote -
Private Notes by Default
I would like to be able to automatically make all notes private by default.
1 vote -
Deleting Products & Services
There has to be a way to delete products and services you do not want. Currently you can hide them, but they are still in the system. Someone within the company or JobNimbus should have the ability to remove unwanted products from their account. I can delete an entire job, with all the history in it, but can't delete a product?
1 vote -
Permissions: Photos & Documents
In the available permissions section photos and documents should be separate, not lumped together. The field may need to see photos and upload photos while they may not need to see or upload documents. Currently if you allow access to review photos, you are also allowing them to see documents. Contracts, estimates, etc...are in documents. They are two totally separate things.
1 vote -
Subcontractor Access
Subcontractors should have access to review Work Orders, upload photos, review photos, and fill out forms. Once a subcontractor has been awarded a job, their dollar amount should be like a salesman and we should be able to see how much we have awarded and paid them to date and able to be filtered down by week, month, year, all time.
1 vote -
Keyboard Shortcuts
Being able to utilize "keyboard shortcuts" to be able to access menus and/or perform actions and commands.
1 vote -
County Field
It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.
2 votes -
Ability to create recurring monthly tasks instead of entering them manually every month.
Ability to create recurring monthly tasks instead of entering them manually every month.
2 votes -
color subcontractor
Being able to Color Code Subs or Vendors Just like Team Members.
This could be done in 2 Ways Either Direct by Vendor or Subcontractor or Alternately by Trade
Having this ability it allows to look at a calendar and see directly who or what trade is on the job next just as we can with team members. Having a large database of subs and vendors it is an instant flash on the calendars
1 vote -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
1 vote -
Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
1 vote -
Contact Boards with Jobs V2
I would like to be able to create contact boards with Jobs V2
1 vote -
Email Field in Contact Cards
I would like to be able to see the "email" of a contact on my contact cards in the boards.
1 vote -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
2 votes -
Connecting attachments to new jobs from old jobs
Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.
1 vote -
change order
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.
2 votes -
Add gate code in the address field
It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.
1 vote -
Activity Feed Default to 100
I would like the activity feed on each contact/job to default to 100.
1 vote -
Export Gmail Emails to CSV
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2 votes -
Highlight primary contact in green. Green = Money = the person who pays the bills
Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.
2 votes
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