Contacts & Jobs
64 results found
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I want to be able to see all of our jobs pinned on Google maps in JobNimbus
I want to be able to see all our jobs on Google maps in JobNimbus. Sometimes homeowners request to see recent new roofs that we have completed that are nearby their home, but sometimes we don't know what the closest job is for them to drive by and see the new roof. Having a homeowner be able to see one our new roofs in real life is awesome, we send people to our recently completed jobs all the time, it works all the time when trying to close a new customer.
1 vote -
ALL CONTACTS/EMAILS TIED TO JOBS, ESTIMATES, INVOICES, ETC. AUTOMATICALLY
When making a "Job" have ALL contacts/emails from the main contact be tied to the job. I can not remember each companies departments contact/email to have to add this manually each time. As we need to send our bid's, invoices, and emails to separate departments on a regular basis. These should automatically be options tied from the main account to the jobs, estimate, proposal, invoice, etc as an option to choose from.
1 vote -
Auto-save once an Estimate is started so you don't lose the work if the system glitch.
Auto-save for Estimates. Once you start an Estimate - auto-save so work isn't lost.
2 votes -
Being able to delete multiple photos at once, instead of one at a time
When will we have the ability to be able to delete multiple photos at once? It seems like a basic function. Keep an open mind?
We would love that, because all to often I will upload 100 of the wrong kind, and then I have to drudgely delete 100 .....one at a time. Lol, would love a work around.
3 votes -
Note Section in Job Details
Can you add a note section above the job number where we can put special instructions like:
We are supplying materials
Lockbox code
Need to bring extra ladder
and so on and so forth1 vote -
1 vote
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Leadflow Distribution
I would like to be able to evenly and automatically distribute leads to my sales reps
1 vote -
Save an Email Draft
Would love if the email could save as a draft until I'm fully ready to send. Sometimes I need to get an additional attachment to upload or need more info, but email is fully drafted.
3 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
4 votes -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
3 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.
3 votes -
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.
4 votes -
Remove Start / End Date from Job
We don't like the Start/Due Date and End Date fields on the Job creation page. Can we remove these or have the option to disable them so they don't appear?
1 vote -
related contacts
Bug: Job Details page with "Related Contacts" on the right has the phone number cut off regardless of what size the window is using Safari browser.
1 vote -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
2 votes -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).2 votes -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
13 votes -
Share Job Status with Customer
I would like to have a link that I can send to customers so that they can click it to view the status of the job and have a limited view of the job itself.
1 vote -
In Zapier actions should have Create a job
We are trying to automate the creation of contacts from a contact form on our site, and for our business process we are working with only with jobs.
With zapier we are creating the new contact but at the same time we want to create a job with Lead status and in the zapier actions there is no option to create a job, as well as within the jobnimbus automation there is no option to create a job .1 vote -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
2 votes
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