Contacts & Jobs
317 results found
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Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
30 votes -
Schedule by area
Ability to schedule jobs in a given area to streamline appointments
5 votes -
Broken Automation Warning
Some kind of warning message or error if I try to change a board or workflow that has been causing an automation to trigger.
1 vote -
"Contact Fields" and "Insert Template Field" Combined
When you create an email template (especially for automation) you can easily select and insert a template field that populates information into the email (i.e. customer name, address, ect.). Part of the selection is "Contact Others" where you can select "Approved Invoices-Balance Due." This populates the amount due in the email, which is very useful. If you made it so that we could have the same option to use "Insert Template Field" when customizing the Contact Fields, we could do many things, including have the Balance Due right at the top of the contact.
Another thing you should do is…
1 vote -
Task notes to contact activity
Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.
For example:
If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"4 votes -
Automations Summary tooltip
It would be nice to have a preview or tooltip showing what automations will trigger when a contact or job is moved into a new status.
4 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
15 votes -
Use other Template Fields on Board Cards
Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.
7 votes -
Create Estimate as an option on Contact/Job menu
Include option to create Smart Estimate from "3 dot menu" on contact/job.
4 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
3 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
8 votes -
A place to identify a project manager, as the main assignee to the project.
A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.
Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.
10 votes -
Ability to display related contacts on boards
Ability to display related contacts on boards
4 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
3 votes -
Completely Hide archived contacts
I would like archived contacts completely hidden from view even when adding a contact to the Related Contact field. I don't want archived contacts to come up as an option on that list
3 votes -
2 votes
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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:
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.
To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.
Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…
1 vote -
Different Color Icons
Different Color Icons. This will catch your eye for which icon is which in the search bar
0 votes -
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.
6 votes -
Make assigned to a drop down
I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.
3 votes
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