JobNimbus Feedback

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Contacts & Jobs

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  1. 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
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 find

    1 vote
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  19. More than 10 Jobs in list view

    More than 10 Jobs in list view

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
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