Contacts & Jobs
280 results found
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Private Notes Easily Identified in website
In the Activity Tab of a job, in the notes: If a note has been marked as "Private," the note in the web based version does not show any indication of that note being private (the phone based app does show these as private). The website version of JobNimbus needs this clarification as well. We currently have to click on "Edit" just to see that the note is or is not Private.
1 vote -
Bring back the "Work Order" tab on Contacts
Bring back the "Work Order" tab on Contacts. If you have a contact with a hundred jobs it is not easy to see which ones might have work order that needs to be completed. As it is now set up, we have to cycle through all the jobs to see which ones are in a status we've created called "work order created". Not a good solution if the contact had 10 pages of jobs. When we had the "work order" tab we could see all the work orders related to the contact. If that's not possible, add work orders to…
1 vote -
allow seperate contacts for jobs
when creating a job, you should be able to add seperate contacts. When we use a contractor they generally have differetn project managers and salesman and we have to manually add emails and phone numbers and scroll to find their info.
1 vote -
Organize Data By Address
We need a way to organize our data by address. A proposed way to do this while keeping the current system of organization, is to offer a 2nd way to view our data and even integrate it with 3rd parties (such as hail tracking programs): At the top where you have Home, Jobs, Calendar... there can be another header called Addresses. There, you can sort by any address field - Address line 1 or 2, City, Zip Code. You can drop down on each address to see the different jobs created at that address with the primary contact for the…
2 votes -
Non-US Date Layout on Signed Contracts
Even when selecting a country (and culture) outside the US and enabling international support, the date format on signed contracts is MM-DD-YY instead of DD-MM-YY, this is causing confusion with our insurance company that indemnifies our jobs.
2 votes -
Allow Users to have a Forms Tab with the new JobNimbus.
The customer is unable to use a 'natural form' for a subcontractor contact after a recent change to the system. Customer would like this feature.
1 vote -
When filtering add a toggle for OR filtering not just AND
Currently, if you filter for sales reps and assignees on a board, it will filter for jobs that show you as both the assignee and the sales rep, for instance. It would be nice to allow the filter to toggle to filter for sales rep OR assignee.
1 vote -
Adding Conditional Field for Jobs
Adding conditional field logic capability, would increase productivity and efficiency. Having to scroll past several fields that are irrelevant is not only annoying but not practical. I have seen another post in here regarding this same feature from 2019 however there has been no response from JobNimbus.
Not to mention, this feature would benefit your customers and would benefit JobNimbus by having similar features as your competitors.
3 votes -
Subfolders
Would like to create subfolders to separate out our different type of customers or subcontractors. The list can get very long with all of our customers and subcontractors that we have added.
1 vote -
ADD LEAD SOURCE TO CONTACTS ON JOBV2
On the new "job experience" Lead Source is ONLY on Jobs not on Contacts. Need this on Contacts levels. Also must be able to run reports on Lead sources to track our lead flow.
3 votes -
creating contact
there is no diplay name edit option when creating a contact. unlike before. now you have to go to that chart you added an edit it from there
2 votes -
Warning for moving a job to a status that triggers an automation
When moving a job to a status that will trigger an automation, a warning pop-up would be nice, just in case a user accidentally selects the wrong status.
1 vote -
Custom decimal field options to disable auto rounding
When you create a custom decimal field, there is a hard limit that the system will round to. Currently, anything beyond the hundredths place will be rounded, and there is no way to disable that.
2 votes -
Allow the user to set the preferred default drop-down option when viewing the activity page.
Every time you view activity, it defaults to User Created. Being able to set what the default option is.
2 votes -
make the unique identifier the client # NOT the first and last name
the unique identifier for a client should NEVER be first and last name - it should be the assigned client ID#. we gave several clients with the SAME NAME - the system forces you to add a character to make it slightly different- problem being is it shows up that way in all the templates, emails, documents etc. in a database the unique identifier should NEVER be first and last name - always something more specific like the client id # - This is a constant issue for our office with 2 clients with same name that i deal with…
1 vote -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
7 votes -
Consolidate Photo Uploads
It would be really helpful if the activity log could consolidate photo uploads. Right now, when multiple photos are uploaded at once, each one generates its own separate “photo uploaded to job” entry. This clutters the activity feed and makes it harder to track other important updates. Ideally, a single log entry could summarize the batch upload (e.g., “10 photos uploaded to job”), keeping the feed more organized and readable.
4 votes -
Email Automation Shutoff
The ability to shut jobs (or contacts) off from receiving emails triggered by automations you have set up. For example if a quote is sent out and you have an automation set up to send a follow up email 2,7,14,and 30 days after, you could shut a job off from this rule because they already told you they need x amount of time to make a decision.
This would avoid emails going out to jobs that technically fall under the rules of the automation but don't need the follow up.
5 votes -
Additional Dynamic Fields for Jobs (Invoice Balance, Job Value, etc.)
Would like a way to easily see the job value and the balance of the job when you click into the job. I know we can set up the profit tracker but it would be very beneficial if in the details of the job we can put in the job value and balance.
2 votes -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
7 votes
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