Contacts & Jobs
290 results found
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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…
4 votes -
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 ]"
6 votes -
Alerts For Duplicate Contacts
Would like to be alerted when any information (phone number, address, etc) matches another contact to make sure there are no duplicates
3 votes -
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.
5 votes -
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…
5 votes -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.4 votes -
Estimate Preview
It would be nice to be able to preview estimates prior to saving.
3 votes -
full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
4 votes -
Boards assigned to team members
I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…
4 votes -
Limited access on contacts
We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)
6 votes -
Add additional phone numbers to Job
We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.
3 votes -
Automatically create a board when a new workflow is made
When we create a workflow we would like the option for a board to be automatically created.
6 votes -
Pin job description to top of page
Option to pin the Job Description box to the top of page when scrolling
3 votesAdded to the Jobs v2 sidebar. will be rolling out to all users this year.
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Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
6 votes -
Gantt Chart for Job/Project Timelines and Statuses
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
10 votes -
Relate jobs, not just contacts
We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.
8 votes -
Use Bulk Edit to Trigger Automation
I would like to be able to use the reports and bulk edit function to move groups of contacts out of one status and into another to trigger an automation all at once, rather than manually moving each job.
5 votes -
Change the colors of cards in board view.
We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.
31 votes -
Additional filtering options and bulk edit from contact list view
I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.
3 votes
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