222 results found

1. Persistent Issue with Merge Feature

   I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.

   The main problems are:

   Inability to email merged clients directly from JobNimbus.
   Loss of access to templates and client history post-merge.
   These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading to duplicated communications and potential billing errors. This is precisely what the merge feature was intended to prevent.

   Today, I attempted to merge another client's records, hoping for a resolution since my last ticket, but the problem persists. This situation is frustrating and untenable.

   I urge you to prioritize this matter and provide a timeline for when we can expect a fix. Please let me know if there's any additional information you require from our end to expedite the resolution.

   Thank you for your immediate attention to this critical issue.

   I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.

   The main problems are:

   Inability to email merged clients directly from JobNimbus.
   Loss of access to templates and client history post-merge.
   These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading… more

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2. Duplicate (Jobs) with out copying documents

   There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)

   As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over all the documents as well.

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

   There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)

   As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over… more

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