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Contacts & Jobs

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  1. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    We distribute leads based on where the sales reps have been working.
    It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)

    107 votes
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    Viewed  ·  18 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  2. Customize Cards on Boards

    Would like to be able to customize the information displayed on the cards in boards.

    • Job Number
    • Start Date
    • Company Name
    • Custom Fields
    • Address Line 1
    • City
    • Etc.

    87 votes
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    33 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to Duplicate (Contacts, Jobs)

    As certain jobs are duplicated (i.e. repeats), it would be great to have a function that enabled duplication of jobs when creating a 'new' job rather than having to reenter the data.

    Sometimes we need to add another contact from the same company, so duplicating all info and related items, etc and just changing the name.

    72 votes
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    22 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    Add more fields for additional phone, email, and physical addresses for contacts.

    I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.

    71 votes
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    Viewed  ·  36 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  5. Bulk/Batch Edit

    Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.


    • Assign, un-assign, reassign team members

    • Change status of several items at once

    • Mark multiple tasks as complete

    • Tags

    58 votes
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    Viewed  ·  18 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Allow Customization of Field Layout in Contacts, Jobs, Tasks

    Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.

    This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.

    53 votes
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    16 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  7. Checklists

    Also include option to make required before changing status.

    We have a fairly extensive workflow list (over 40 items) for one of our job types. I have struggled whether to build the list "past tense or future tense" with steps that "still need to be done" or "have been done" ex: Need to Order Permit vs. Permit ordered. The issue is if a job has a workflow status that has been completed (Permit ordered) its not really displaying what i need to do next. Also a problem is if we do steps out of turn which often happens then we…

    43 votes
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    4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tiered contacts

    We have many contacts who all work for the same company, it would be nice when creating contacts that if we select the company that specific person works for, all the address info will auto populate for the new contact. Business/Company would be the main tier of contacts and individuals within that organization would be a sub tier. You could tie a job to an overall business or to a specific contact or both.

    33 votes
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    Viewed  ·  3 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. View contact info in job

    Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.

    31 votes
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    Viewed  ·  4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. Phone Number field in Jobs

    When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.

    31 votes
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    4 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    28 votes
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    3 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  12. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.

    28 votes
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    Viewed  ·  10 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  13. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    26 votes
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    3 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  14. Second "primary contact" on the contact with additional phone number and email fields

    Second owner on the contact with additional phone number and email fields

    25 votes
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    Viewed  ·  4 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  15. Companies (parents to Contacts)

    • Allows Contacts to inherit attributes from Companies
    • Several Contacts under one company
    • Associate a Company with a Job
    • Communicate with all Contacts under Company at once

    20 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

  16. Contact field for multiple email address

    Some of our contacts have multiple emails. It would be helpful if there was an option to have multiple emails listed for a contact

    19 votes
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    Viewed  ·  0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  17. Custom Fields by Type (Contact, Job, WO)

    Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.

    19 votes
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    8 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  18. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    17 votes
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    Viewed  ·  5 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Disable the Financial Tab on Contacts

    I generate my estimates at the "Job". Having a "financials" tab at both the Contact level and Job Level causes confusion. I'd like to ability to disable the Financials tab at the Contact Level in order to avoid this confusion.

    17 votes
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    Viewed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Duplicate Work Orders

    I would like to be able to duplicate work orders like we can duplicate estimates. This will allow me to take a work order that our sales rep creates and duplicate it and edit it without loosing the original.

    16 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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