JobNimbus Feedback

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Contacts & Jobs

  1. In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO

    In Work Order tab:

    1. To customize the columns (trying to keep the same start date, which is the only one showing, but using the end date to reflect the progress (using the status changes, e. g. Start status: 7/1, In-Progress status: 7/3, Completed status: 7/5) therefore we can use the Start & End dates to create Gantt chart.

    2. To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.

    3. Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…

    1 vote

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  2. Auto Create Jobs

    When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.

    1 vote

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  3. Custom Auto-Generated Job Name

    we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.

    The main reason for including the JobID in the name is we may have multiple projects…

    1 vote

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  4. Custom field that can be used as a web link

    Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.

    I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"

    1 vote

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  5. 3rd tier of Customer/jobs

    We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.

    1 vote

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  6. Populate address when creating a job on the mobile app

    On the new mobile app, when we create a job under a contact, the contact's address does not populate on the job like it does on the web app. We would like the address to populate instead of having to manually enter it every time we add a job under a contact.

    4 votes

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  7. Be able to add notes, and schedule

    Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.

    2 votes

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  8. Contact info under the job for job specific contacts.

    It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…

    1 vote

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  9. "Related contact" vs "add contact" in jobs

    Ability to add a "related contact" to a job without having to "edit" the job instead of "add contact" (which doesn't even attach to the job) that is currently an option under the 3 dots in jobs.

    1 vote

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  10. Create New Job under existing Customer via Email

    Similar to how you can send an email to JobNimbus today to add things to an a job. I would like to be able to include in my subject line something like [Customer#1234,Job#NEW] and a new job be create under that customer. I would need to have a created field template or required sync edit to make sure all my required or unique fields are populated but it would save time when I am getting estimates request or repeat work from the same customer.

    1 vote

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  11. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    7 votes

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  12. Dispatch

    I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.

    1 vote

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  13. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    1 vote

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  14. Would be great to have a "Quick Filter" on the jobs and contacts screen

    Would be great to have a "Quick Filter" on the jobs and contacts screen so that it's easier to filter down by any active column that is on the current view.

    2 votes

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  15. Reoccurring Jobs

    Option to create reoccurring jobs would really help with our company we have customers that get the same job done every month with same time and date

    1 vote

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  16. Email field for Job

    Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts

    5 votes

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  17. Add One Click Button Options So Jobs Can Be Moved Through The "WorkFlow" Easier

    Please make it to where installers out in the field can CHANGE status of a job by a one click button option. Currently if a job is scheduled and they go and finish that job there is no way of admin knowing the job is complete without them @Admin in the notes section and physically typing "Job is complete" than the admin has to Manually drag the job from "Scheduled" tab to "Complate" tab. HUGE problem for us because a job thats complete might stay in the "scheduled" tag for weeks before someone relizes that jobs been done and has…

    1 vote

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  18. Also viewing

    It would be helpful if there were a "UserName is also viewing this" notification if you open a job or try to edit an invoice/work order/estimate that another team member is using. We have had situations where edits were lost or communication crossed when two people were in a file at the same time. I do appreciate that multiple people can use a job at the same time, but a shared user notification would eliminate some issues.

    1 vote

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  19. Ability to Change Job Status in the List

    In the list under "jobs", I would like to be able to change the status directly in the list instead of clicking on the 3 dots to change the status.

    2 votes

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  20. Keep Pictures in order

    The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.

    8 votes

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