Contacts & Jobs
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Filter Jobs with a board to view all jobs or jobs assigned to me.
Would like to have the ability - if the admin has turned on the ability for users to view all jobs in boards - Give the individual user the ability within boards to show all jobs or just jobs that are assigned to them.
We have a lot of jobs and employees - We don't want to handicap users by only allowing them to see just jobs assigned to them - there are many times that they need to see all jobs to have an idea of what's going on - but at the same time, it would be good…
1 vote -
Custom Fields specific to Workflow Type
It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow
2 votes -
Assign To for Importing Contacts
User would like JobNimbus to read a column to determine the Assigned to. Currently the user is attempting to assign leads to his sales team by importing contacts. When he imports the CSV file, by default all of the imported contacts are being assigned to him, when they should be assigned to his sales team. If the user was able to control that during import, he would save a lot of time.
1 vote -
Required Tasks before a status change
This would make it so the users can't change the status of a Job unless they have marked their tasks as complete.
1 vote -
Filter Boards by Salesman
User would like the ability for team members with access to all contacts to have the ability to quickly filter existing boards to only show contacts associated with a selected salesman.
1 vote -
When you have several related contacts the ability to turn off ones that are closed
If I have a related contact for several customers (same contact-different customers). have the ability to sort into categories.
Customer Info:
B Person
Xxxx
Xxxx
***Township is Related Contact
When you click on related contact – several customers appear that are connected to this township
Each customer is in a different category – contract signed, home visit scheduled, project closed. Right now they are sorted alphabetically regardless of their category
Have the ability to group these customers into categories, and then alphabetically within categories.
Would be so much easier to find1 vote -
Color code customer tiles based of days in status
Would like the ability to color code the customer tiles based on time in status for a more visual representation of the tiles.
1 vote -
Duplicate Work Orders
I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.
9 votes -
Export Contact/Job History
User would like to be able to create reports for a specific customer including financials, invoices, estimates, images, etc. so that he can have a document with all of the data he needs about a particular customer in one place. He would also like this report to be available in PDF form.
2 votes -
Convert Contact into Job
It would be nice to take a contact and turn it into a job and attach it to another contact. Sometimes my guys create a contact that is a duplicate contact that has multiple jobs. It would be nice to be able to take that contact and attach it to the duplicate as a job.
2 votes -
Bring back the most recent contacts to the activity page.
Tasks when you open the app doesn’t make for a good user experience.
1 vote -
A way to assign my own Job #'s
It is important that I can assign my own company job number once I have a signed contract. This number is not only my Job Number but is what I use for a P.O. when ordering materials and assigning to a sub-contractor. The numbering system that I currently use reflects the year and job count for that year. Example Job #19-23. Job was sold in 2019 and was the 23rd job of that year. This allows me to not only keep track of how many jobs I actually did but helps me to know when my warranties are up. As…
1 vote -
Connecting Work Orders with Their Subcontractors
It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.
1 vote -
Fillable Contact Form Template
User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact
2 votes -
Show address in board view
Display the address or just the city in the boards view to make scheduling jobs closer together easier.
1 vote -
Details on Exported Contacts
User would like to have access to a log or with details about contacts being exported. This would allow the user to see who exported contacts, what contacts they exported, and when those contacts were exported.
1 vote -
Referral Name Textbox for Lead Sources
I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.
2 votes -
Ability to view Start date and End date on the Board view
Ability to see both start date and end date in board view and/or the option to choose which date is displayed on the board.
1 vote -
More than 10 Jobs in list view
More than 10 Jobs in list view
1 vote -
Conditional Field for Contacts and Jobs
The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.
Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.
5 votes
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