Contacts & Jobs
222 results found
-
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.
172 votesGood news! We are planning to improve this functionality in an upcoming release. Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen. This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.
We expect this update to release in the next 30 days.
-
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.
163 votes -
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)149 votes -
Custom Fields based on Workflow 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.
147 votesWe love this idea.
-
Move Estimate from Contact to Job
It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?
111 votes -
Have address auto-fill from Google Maps as it's being entered.
We're migrating from Acculynx. Acculynx uses Google Maps and will auto-fill an address when we're entering a new lead's address. This is a benefit because 1) It makes our entries consistent, and 2) ensures we're going to the correct house.
Please add this feature.102 votesGreat news! We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below. This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.
-
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.
93 votes -
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
86 votesGreat 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.
-
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
74 votes -
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…
61 votesTasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
-
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 once60 votesThis 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.
-
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
46 votes -
Conditional Field for Contacts and Jobs
The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.
Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.
41 votes -
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…39 votes -
Ability to add more than one address per contact
Ability to add more than one address per contact (so if they have multiple locations)
32 votes -
Make customer addresses have a clickable link to a map
It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.
32 votes -
Activity Default to "All" instead of "User Created"
We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.
29 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.
28 votes -
Allow different email and phone on job
I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…
28 votes -
Equipment Tracking
It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.
28 votes
- Don't see your idea?