Contacts & Jobs
280 results found
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Subcontractor Expiring Insurance or License Timer
Where we can upload their W9, insurance documents etc and assign expiration dates. So every time we look at the subcontractor's contact list we can see right away if one of these documents will be expiring soon.
2 votes -
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 -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
1 vote -
I do not like the new job experience
The new jobs board is confusing and hard to maneuver. For example if an email was sent from the contact and not the job it's not showing in the activity to reply or view. Also everything is moved and all over the place no longer organized
1 vote -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
2 votes -
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1 vote -
1 vote
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Email feature needs a significant update
There are several corrections and improvements that should be made with email feature. One thing I noticed that can make any company look unorganized and needs to be addressed immediately is if you have 2 or more contacts listed and connected to a job, when you create an invoice and choose from the job contacts who it goes to, then email it to that same contact - it still pulls the "primary contact" info!
Also, make email signatures per user a thing!
Improvements need to be made to the CC feature
1 vote -
Merge and Move Jobs
It would be very helpful if I had the ability to move a job from one contact to another. We recently had a QB syncing issue and had to create a new contact in JN in order to sync. We had to manually download all the notes, documents, financials, etc from all 3 of the customer's jobs. Then make new jobs under the new customer, and manually add all the notes and documents and photos back in. I had to pay my office manager to spend an entire day on this project.
1 vote -
Jobs on Calendar Multiple Weeks
For our roofing company for Tile and Metal jobs we do them in phases, so we have been having to create 2 separate jobs and it is screwing everything up. We would ideally be able to have ONE job that you can include multiple days/weeks on the calendar.
Example: Have it show for 8/18/25 - 8/20/25 then that same job back on the calendar for 9/2/25 - 9/5/25. That way it doesn't mess up our payroll or notes or anything and it all makes sense as to what happened with this job.
Currently we have to create multiple jobs for…
1 vote -
Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
2 votes -
Mobile sharing contacts jobs
Is there a way we can get the ability to share a job/contact via the mobile app? The only ability currently is through computer website.
1 vote -
Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
1 vote -
Add Color to Board Cards
It would be helpful to organize jobs/contacts on boards by color
2 votes -
status
Under status change have a pop up window to make comments - example one of our staus is pre -walk - would be great if we could add notes here instead of everything going into activity feed
1 vote -
Creating new jobs
The new way of adding jobs doesn't allow for the choosing of zip code and the city popping up anymore. I feel like that went backwards
When I select a contact, it already has a salesman selected for it. However, when the job gets created, it doesn't pull that salesman into the job. It has to be selected again. Again, I feel like that went backwards
Sometimes I have to email invoices to a project manager AND a main accounting email. I suggest having a multiple email option for a contact.
7 votes -
Ability to Adjust Default View of Tasks on the New Jobs Experience
When navigating to a job in the New Jobs Experience and selecting the "Tasks" option, it defaults to show me "All" and I would like to be able to choose which one it defaults to instead. In this case, I want "Incomplete" to be visible first.
1 vote -
Navigate to "Contacts" Page instead of "Home" Page after Contact Deletion
When I delete a contact either on the contact list page (https://app.jobnimbus.com/contactlist), or a specific contact itself (https://app.jobnimbus.com/contact/ID), it takes me back to the home page instead of back to the list of contacts. This can be frustrating if I want to delete multiple contacts as I have to navigate back.
1 vote -
Why did you remove the Job name from the Job card?
Why remove the job name from the card on the right? Now I can only see it in the overview. It used to be there above the address. Please please please change it back, that's massively annoying when I have a bunch of tabs pulled up and trying to find a specific job.
Side note: thank you for making the job card collapsible - definite improvement.1 vote
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