Contacts & Jobs
64 results found
-
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?
110 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 -
Have a visual indicator to show when a job file hasn't been updated recently.
Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.
I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.
20 votes -
Restrict Moving Job out of Certain Statuses (Protected Statuses)
- Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
18 votes -
Add contact name, phone, email to jobs
under individual jobs would like to have a email and phone number and contact space
14 votes -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
13 votes -
Pop-Ups
There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.
13 votes -
Create SubFolders for Jobs
It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.
For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.
13 votes -
Email field for Job
Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts
13 votes -
When configured to use jobs, limit what entities can be attached to a customer
We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.
When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.
We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.
12 votes -
Job Merging
Create a way to merge two Jobs together.
11 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 -
Keep Pictures in order
The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.
10 votes -
Days since last contact
It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…
7 votes -
Ability to rearrange or move the tabs under a Job/Contact
I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.
7 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 -
Custom field that can be used as a web link
Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.
I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"
6 votes -
Searchable field for Insurance Clam #
It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!
6 votes -
job email
Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.
5 votes -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
5 votes
- Don't see your idea?