Contacts & Jobs
301 results found
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57 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 -
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.
3 votes -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
3 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
3 votes -
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.
3 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/Columns
It would be helpful to organize jobs/contacts on boards by color
4 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.
15 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
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