Contacts & Jobs
278 results found
-
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 -
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 -
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 -
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 -
Allow users to set tagging as a required field for a job
Allow a user to set the tagging field as a required field to enter information to.
2 votes -
Being able to choose what contact information is populated in a NSE estimate
The issue we ran into is they had an old sales user who was no longer an active user and was replaced recently, and it took the system a second to refresh the contact information automatically populated on the estimate. It would be nice if there was simply a drop-down to select which user you would like to populate their contact information on the estimate.
2 votes -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
All Automated Engage Activity Displays under Contact
When utilizing an automation to send an Engage message, the information will only log on the primary contact when the trigger record is a Task, Job, or Contact trigger.
This feature is absent when utilizing an automation that triggers from an Invoice, Estimate, Material Order, or Work Order and can only fully be viewed when reviewing the Engage conversation.I would like the ability to see all my Engage activity on the primary contact record as this is the source of the phone number and the activity is logged here when an Email communication is sent.
2 votes -
Allow Signature page not attached to an estimate
Sometimes estimates are sent before you have earned the job, when that happens the estimate is signed reflecting the dollar amount, but you have not had the conversation yet about the smaller details like colors. I would like a way to send over those selections for signature. Kind of a "order confirmation" page where they are signing off on product, color, ventilation, etc.
2 votes -
Can we add a photo to the contact from the job files - I would like to be able to add a photo of the front of the house to each job
I would love to be able to add a photo to the job contact file right from the job photos- I think being able to add a photo of the front of the house as an extra layer of protection to get the crew to the right house. the first photo we take of the house from the road always gets buried at the bottom.
2 votes -
Unwanted auto Assigning people to jobs
Assigning a person to a specific job or task automatically assigns them to the contact file as well. I was told it was intentional and could not be changed.
This continues to be an issue, because we assign specific jobs to subcontractors, but we don't want them to be assigned to the main contact's file. It also has a minor annoyance when adding tasks for office staff, as manually adding a task will assign the person to the contact, but our office staff are Admin level and do not need or want to be assigned to specific contacts
2 votes -
Add Most Recent Activity to Job Report
I would like to be able to add a "most recent activity" column to my job or contact board.
2 votes -
apluscontractorssean@gmail.com
Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.
2 votes -
reply all
When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....
2 votes -
Keep related box checked when checking it
It would be nice to have the related box stay checked
2 votes -
Please make V2 available to the Canadian market
We are new to JobNimbus and have been onboarding with V2 but are now trying to use the system only to find that V2 does not allow up to input our contacts in our Canadian market. V2 only has drop down the menu for States (not provinces) and an option for zip code but not postal code.
2 votes -
County Field
It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.
2 votes -
Workflow location
Separate workflows by location
2 votes
- Don't see your idea?