Contacts & Jobs
295 results found
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Larger Font in New Jobs Experience
I understand the need to update the layout but there is a huge problem. The job title is so small I have had every one in my office ask where it was. Can this be enlarged? (See attachment, red highlighted area). The activity and size of the fonts is so small everyone is having problems with the readability of the system now which is a big problem if we are to continue to use this product.
1 vote -
1 vote
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Text Opt-Out Option in New Jobs Experience
I think that we need to have a text opt-out button when creating a new job with the new UI.
2 votes -
Show Email Delivery Status on New Jobs Experience
We used to be able to see details of the email status, but with the new update it shows limited info. Would like to be able to see when an email was opened and how many times it was opened.
1 vote -
Ability to Copy Fields on New Jobs Experience
I use to be able to copy custom fields with the old UI and take those fields and easily transplant them into my AutoCad program. Now I have to create a document template with all those fields, and copy and paste from there. Please bring back the capability of copying and custom field.
1 vote -
Ability to Have Parent Lead Source Type or Task Type
It would be amazing to have a parent lead or task type. This would better help for categorizing. For example, Parent Lead Type can be social media and then under that would be Facebook, Instagram, etc. and a similar style for tasks. This would be amazing later on for the Insights tab by trying to figure out what major type of marketing works better.
1 vote -
More Job Name Options
It would be nice to have more ways to ways to name a job. For example, I've always been used to seeing PO# - Name but JobNimbus currently only does Name - PO#.
1 vote -
1 vote
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Unified Contact-Based Task Management
Summary:
Enable users to create, view, and manage all contact-related tasks directly within the contact record, rather than through separate task pages. This would streamline business development, prospecting, and follow-up workflows.Current Problem
Task Association is Disconnected:
Currently, creating a task or follow-up for a contact requires navigating away from the contact record, creating a new task, then manually associating that contact to the task. This adds several unnecessary steps.Visibility Gap:
There is no single place to see all tasks—past, present, and future—associated with a contact. Once tasks are completed, they become difficult or impossible to locate from the…1 vote -
Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Have somewhere that shows Inputted Job Fields only
I wanted to suggest an important improvement to how job information is displayed. Right now, the only place to view job fields is within the “Fields” section, which shows all possible fields. This makes it difficult to quickly identify the pertinent details for a specific job.
It would be extremely helpful to have a summary section at the top of the page (ideally right under the job name, job number, and email OR on the right in the details drawer [would think that is where the details should be found afterall]) that displays only the filled-in fields relevant to that…
1 vote -
Tag someone when editing contact
It would be more efficient to be able to tag someone when adding a note while editing the contact. Many times, when editing a contact, we have to add a note. But if we want to tag someone in that note, we have to remember to edit the note after adding it.
5 votes -
Show the Customer field name with a checkmark instead of true/falss on the cards
we use true/false customer fields to list what trades we are doing on a job so they show up at the top of the job description and at the top of the job sidebar. i see that you can reference these custom fields on the cards display on Boards, however when you select the items they show the boolean response (i.e true true false) instead up just listing which fields were marked true. it would help with the viewing experience of the carps if it showed the field name for the cards that are marked true, or even if it…
2 votes -
No longer previewing activity???????
Used to when you would go to a contact, you could see all activity displayed. You could preview and reply to texts straight from the contact page, read emails, and all of that. Since the new updates, none of that information will load. I can only see that there is a line for each of the activities, but absolutely no preview of information. I hate that it makes it so much harder to access information while on a phone call with customers or suppliers. I would have preferred the functionality over the aesthetic. I appreciate that you guys are "trying"…
4 votes -
54 votes
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Bring back the Contact Boards
We need visibility into the entire workflow—both contacts and jobs—to properly follow up. While we can currently see contacts in a list and pull reports, it would be more effective to have a single workflow view. Ideally, this would show the full process from the moment a lead comes in (even before a job is created, if we’re not sure it will move forward) through to the completion of the job. A unified workflow view would allow us to track each stage more efficiently and ensure that no lead or job is overlooked.
1 vote -
Add date created to the search suggestions when searching for jobs or contacts
When you use the search bar and it begins to populate suggestions from your jobs and contacts, could the suggestions include the date created? This would help us with customers who might have multiple properties they manage, or a property that we worked on in the past but has changed ownership.
Some of our contacts have hundreds of jobs across hundreds of properties. Having the date next to the search suggestions would save them a good chunk of time.
1 vote -
Sending Emails to customers with attachments should not be uploaded to the customer documents
With the new job experience, I’ve noticed that every time I email a customer their warranty documents and installation prep guide, those files are automatically uploaded to the customer’s document section. Since these are meant purely for reference and not for permanent storage, I end up manually deleting 4–7 documents per customer I schedule for installation.
We believe that only documents sent from customers should be uploaded to their file section—not the ones we send to them. This wasn’t an issue with the previous job experience, and reverting to that behavior would save time and reduce clutter. Everyone in the…1 vote -
Creating PDF Scope Documents from Photos
I need the ability to take any number of photos and combine them into one PDF document. This allows you to markup photos or put photos together and then provide these to a crew or the customer so they can see what needs to be completed.
Right now I have to upload the photos, mark them up and then download all the files. Convert them to a PDF on my computer and then upload the file. This is highly inefficient.
1 vote -
Import of activity notes and documents from a contact to a specific job for repeat clients with multiple jobs.
Have the ability to select activity notes, documents or invoices from a contact and tie them directly to a job under that contact. When repeat customers have multiple jobs, it becomes near impossible to keep separate the different notes or documents for each job. This seems like an easy fix to be able to select which jobs each activity/document should be associated with under a contact.
1 vote
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