Contacts & Jobs
240 results found
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Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep
We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
Project Manager
Customer Service Manager
Quality Control Rep
CanvasserMake a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?
I hate having to populate the dropdown each time a head changes.
This would tie contact records together with more meaning than the general fields provide:
-Related Contact - How is it related?
-Subcontractor -…1 vote -
Ipad App Crashing when inputing line Items from template
Ipad App Specific bug.. Increase the "Estimate Details" field to full screen while using the app.. Currently it is a pop up in center of the screen, if you accidently click the left or right sides outside the pop up, it will close the pop up and erase all data!
Add a "Save" button when inputing Estimate Details under the current options tab. You currently have to back out to layout to find the save button.1 vote -
Data should be organized around the building address, not owner name
Which is more likely to change, a building address or a building owner?????
In some industries, it makes sense for the data to be built around a person. Not in our industry. The data should all be built around the address. You can still "relate" several buildings to a single owner.
JOBS can be completely eliminated if you use the building address as the "PRIMARY KEY" field. This is the one field that won't change.
1 vote -
DNC (Do Not Call) List
The Do Not Call (DNC) list is very important for marketing and business purposes - as if you call a customer on the DNC list, you would be fined MAJOR amounts. Our company got pinged for calling customers on the DNC list, which amounted to over $1,000,000+.
It would be great if Job Nimbus would be able to have a sync with the DNC database for the States the business reigns in, and be able to populate this information in Job Nimbus for the customer phone. For example, I know of a CRM (Marketsharp) that when a customer's phone is…
1 vote -
Have the first page of the work order and material order be a photo of the home and address
We got accustomed to this with sumo quote. The first page of the work being the photo of the house and address really helps crews know they are at the right house. Also our supplier has mentioned that they really like this as it also helps their drivers when they are delivering materials before the job starts.
3 votes -
Add inspection images page to workorder from the signed quote
In sumo quote when I create a work order it adds the inspection images page to the work. These are things the sales guy made a point to take an image for clarity on instructions or a particular item to the homeowner in his estimate and signed quote. This really helps improve communication to our crews. This way the right item gets removed or stays on the roof, or special details pointed out. It also saves me a lot of time not having to go into our photo album and repeat the process.
3 votes -
Leads vs. Jobs - Keeping Marketing & Operations/Production Separate
I propose that there are two separate numbers for "Jobs" - one for new leads coming in (a separate lead number), and once the job is sold, then converting that lead into a job (with an assigned job number).
The way it's set up right now, any sort of job card that gets created is automatically a job, which doesn't allow me to communicate between leads/jobs. I need to make these job cards in order for Analytics to track what leads came in, but the "job number" automatically assumes that the job has been sold - messing up our job…
1 vote -
Contacts estimate covert to Jobs work ordere
We currently use contacts and jobs. We use contact to store the customer's information and communications. Also, the estimate is used in contacts. Once the estimate is signed off. We create jobs to manage the production. We would like to see if we can convert the signed-off estimate in contact to a work order in Jobs.
This could be really helpful since the material order is also done in Jobs.
1 vote -
ADDING Tags VIA Automation
Can we please make an "ACTION" option for Automations to ADD a Tag based on events, trigger type and conditions
1 vote -
Job view - customization of job creation
when creating a new job a lot of necessary fields and custom fields are not showing up. Is there a chance we can get a feature that lets us customize the job view depending on our necessities?
2 votes -
Job view feature improvements - sidebar coments
when opening the sidebar there is no field for note taking, making the sidebar barely usable for everyday tasks
2 votes -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
If Contact is updated, Job should subsequently update.
If a Contact is updated in any way, the associated Job should subsequently update.
2 votes -
Supplier field on Job
In addition to the 'Assigned to' & 'Subcontractor' section on the job fields, it would be nice to have a drop down with the available supplier contacts to select who you are using for that project just like you can do with the subcontractors.
1 vote -
Separate Activity & Notes
I feel like notes should have it's own designated space like tasks, documents, financials, etc. because often times important notes get lost once there are automations, emails, etc. that occur. Or separating 'Communication' from the notes & activity would also be helpful.
1 vote -
Multiple Workflows/Scopes under 1 Job
The ability to add different scopes of work that are associated with the same job but require different trades/crews and different schedules. For example, if we have a customer with 3 different types of roofing systems (shingles, metal accents, and TPO for their deck) there would be 3 different orders and 3 separate crews scheduled for those scopes. Or if we perform more work at the same location, for example if they build an addition 2 years after we replaced their roof, it would be helpful to be able to separate that scope of work from the original roof work.
1 vote -
customer type box for color choices
When a customer Signs our "Contract" I want to be able to have a box that is required to be filled out that the customer would type in their color choices for roof, siding, gutters, etc... These items are crucial to have all in one spot for transparency and to cover ourselves due to discrepancies after install. This is a huge NEED
3 votes -
1 vote
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Comprehensive Sub-contractor Management
An independent contractor/sub section with settings (similar to existing contacts, but specific to contractors). What this could entail....
Enter all contractor contacts through this process. Allow you to add data fields specific to contractors without conflating this information with customer data fields.
A multi-selection drop down notating all fields of work and/or roof types they offer services for.
A document tracking mechanism where an expiration date can be notated on the document and a notification is sent when the document is about to expire (i.e. when COI is about to expire, work comp, a new W9 is required).
Syncs with…
3 votes -
Creating Multiple Categories for Job Fields
We have alot of commercial and residential clients and we use the Job Feilds as a template of questions for our receptionists ask during job creation. These question normally only apply to residential full replacement customers so we just have to type a note for commercial clients. It would be great to be able to create entirely different templates in Job Fields for each different job type.
3 votes
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