Contacts & Jobs
298 results found
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Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes -
Track time last communication sent to customer
I would like to track the last time contact was made with a customer. Similar to how "days in status" is tracked
2 votes -
2 votes
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Assign multiple reps to contacts automatically
Be able to choose multiple users that will be assigned to a new contact automatically.
Assign all past contacts in the system to multiple users using batch (bulk edit) instead of doing one at a time
2 votes -
Show Contacts in sidebar in Board view
In the boards, when you click into a contact/job it takes you directly into that file. Logo would like: If you click on the contact, their file just pops out to the side, but keeping you within that board. So logo can quickly move on to another contact/job. They don't want to have to click the "Back to board" button and then have to scroll over to find the column they were working in
2 votesThis is in the works now, but will require time to fully build out and migrate users.
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Allow contact display name to show on activity of texts in Job record
With the recent changes made with the new jobs experience one of the changes included adding the phone number to the job records. This also changed when a text is sent to the contact from the job record, so that it now only displays the number and not the display name of the contact when viewing it on the job activity.
1 vote -
Budget
May you be able to add the budget to the financial Summary (profit tracker) please.
1 vote -
1 vote
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Ability to Copy Fields on New Jobs Experience
I use to be able to copy custom fields with the old UI and take those fields and easily transplant them into my AutoCad program. Now I have to create a document template with all those fields, and copy and paste from there. Please bring back the capability of copying and custom field.
1 vote -
Ability to Have Parent Lead Source Type or Task Type
It would be amazing to have a parent lead or task type. This would better help for categorizing. For example, Parent Lead Type can be social media and then under that would be Facebook, Instagram, etc. and a similar style for tasks. This would be amazing later on for the Insights tab by trying to figure out what major type of marketing works better.
1 vote -
More Job Name Options
It would be nice to have more ways to ways to name a job. For example, I've always been used to seeing PO# - Name but JobNimbus currently only does Name - PO#.
1 vote -
1 vote
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Unified Contact-Based Task Management
Summary:
Enable users to create, view, and manage all contact-related tasks directly within the contact record, rather than through separate task pages. This would streamline business development, prospecting, and follow-up workflows.Current Problem
Task Association is Disconnected:
Currently, creating a task or follow-up for a contact requires navigating away from the contact record, creating a new task, then manually associating that contact to the task. This adds several unnecessary steps.Visibility Gap:
There is no single place to see all tasks—past, present, and future—associated with a contact. Once tasks are completed, they become difficult or impossible to locate from the…1 vote -
Have somewhere that shows Inputted Job Fields only
I wanted to suggest an important improvement to how job information is displayed. Right now, the only place to view job fields is within the “Fields” section, which shows all possible fields. This makes it difficult to quickly identify the pertinent details for a specific job.
It would be extremely helpful to have a summary section at the top of the page (ideally right under the job name, job number, and email OR on the right in the details drawer [would think that is where the details should be found afterall]) that displays only the filled-in fields relevant to that…
1 vote -
Bring back the Contact Boards
We need visibility into the entire workflow—both contacts and jobs—to properly follow up. While we can currently see contacts in a list and pull reports, it would be more effective to have a single workflow view. Ideally, this would show the full process from the moment a lead comes in (even before a job is created, if we’re not sure it will move forward) through to the completion of the job. A unified workflow view would allow us to track each stage more efficiently and ensure that no lead or job is overlooked.
1 vote -
Add date created to the search suggestions when searching for jobs or contacts
When you use the search bar and it begins to populate suggestions from your jobs and contacts, could the suggestions include the date created? This would help us with customers who might have multiple properties they manage, or a property that we worked on in the past but has changed ownership.
Some of our contacts have hundreds of jobs across hundreds of properties. Having the date next to the search suggestions would save them a good chunk of time.
1 vote -
Sending Emails to customers with attachments should not be uploaded to the customer documents
With the new job experience, I’ve noticed that every time I email a customer their warranty documents and installation prep guide, those files are automatically uploaded to the customer’s document section. Since these are meant purely for reference and not for permanent storage, I end up manually deleting 4–7 documents per customer I schedule for installation.
We believe that only documents sent from customers should be uploaded to their file section—not the ones we send to them. This wasn’t an issue with the previous job experience, and reverting to that behavior would save time and reduce clutter. Everyone in the…1 vote
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