Contacts & Jobs
261 results found
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Ipad App Crashing when inputing line Items from template
Ipad App Specific bug.. Increase the "Estimate Details" field to full screen while using the app.. Currently it is a pop up in center of the screen, if you accidently click the left or right sides outside the pop up, it will close the pop up and erase all data!
Add a "Save" button when inputing Estimate Details under the current options tab. You currently have to back out to layout to find the save button.1 vote -
Data should be organized around the building address, not owner name
Which is more likely to change, a building address or a building owner?????
In some industries, it makes sense for the data to be built around a person. Not in our industry. The data should all be built around the address. You can still "relate" several buildings to a single owner.
JOBS can be completely eliminated if you use the building address as the "PRIMARY KEY" field. This is the one field that won't change.
1 vote -
DNC (Do Not Call) List
The Do Not Call (DNC) list is very important for marketing and business purposes - as if you call a customer on the DNC list, you would be fined MAJOR amounts. Our company got pinged for calling customers on the DNC list, which amounted to over $1,000,000+.
It would be great if Job Nimbus would be able to have a sync with the DNC database for the States the business reigns in, and be able to populate this information in Job Nimbus for the customer phone. For example, I know of a CRM (Marketsharp) that when a customer's phone is…
1 vote -
Leads vs. Jobs - Keeping Marketing & Operations/Production Separate
I propose that there are two separate numbers for "Jobs" - one for new leads coming in (a separate lead number), and once the job is sold, then converting that lead into a job (with an assigned job number).
The way it's set up right now, any sort of job card that gets created is automatically a job, which doesn't allow me to communicate between leads/jobs. I need to make these job cards in order for Analytics to track what leads came in, but the "job number" automatically assumes that the job has been sold - messing up our job…
1 vote -
Contacts estimate covert to Jobs work ordere
We currently use contacts and jobs. We use contact to store the customer's information and communications. Also, the estimate is used in contacts. Once the estimate is signed off. We create jobs to manage the production. We would like to see if we can convert the signed-off estimate in contact to a work order in Jobs.
This could be really helpful since the material order is also done in Jobs.
1 vote -
ADDING Tags VIA Automation
Can we please make an "ACTION" option for Automations to ADD a Tag based on events, trigger type and conditions
1 vote -
Supplier field on Job
In addition to the 'Assigned to' & 'Subcontractor' section on the job fields, it would be nice to have a drop down with the available supplier contacts to select who you are using for that project just like you can do with the subcontractors.
1 vote -
Multiple Workflows/Scopes under 1 Job
The ability to add different scopes of work that are associated with the same job but require different trades/crews and different schedules. For example, if we have a customer with 3 different types of roofing systems (shingles, metal accents, and TPO for their deck) there would be 3 different orders and 3 separate crews scheduled for those scopes. Or if we perform more work at the same location, for example if they build an addition 2 years after we replaced their roof, it would be helpful to be able to separate that scope of work from the original roof work.
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1 vote
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Change names for signing documents
Having the ability to change the name on agreements/documents that require a signature without having to go and change the primary contact. This would save so much time when dealing with PM or CM companies that require owner signature but have the PM as the main point of contact. Especially after creating the document, if we didn't remember to change it before creating the document we have to create another of which we aren't even able to duplicate which is a whole sperate issue, wasting so much time for such an easy fix.
1 vote -
Limit access on work orders to change status but not edit or create.
We really need our subcontractors inside of jobnumbus to have access to change the status of a work order to complete, but for obvious reasons they need to not be able to edit or create work orders.
1 vote -
Add Contacts Button in Top Toolbar & Search In Contacts
Add a navigation button to the toolbar for opening the contacts page. Add a search feature on the contacts list that filters the contacts list in a larger area than the top search bar. The top search bar search is not a good way to see a list of contacts that comes up in the search for a name or address. Search filters in general need to be better.
I have had a Contacts button in the tool bar a time or two and it has always disappeared soon after appearing. My sales people also find this annoying because they…1 vote -
Be able to set any field as 'required' and not just the custom ones
Be able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This will assist in pulling more accurate reports.
1 vote -
Two slots/sections for two different emails in the contact profile
it would be nice to be able to enter in two different emails for each customer
1 vote -
Automating the quoting experience from signing a SumoQuote...to generating a material order...and work order with the click of a button
We came over from Rooflink and were able to completely customize and automate the process from signed contract, to measurement report, material order and work order. All with a couple clicks. Of course we needed to confirm quantities and make some adjustments but the process was simple and repeatable for all reps. So easy that a new hire could complete it with little training. The current process is not well thought out with Job Nimbus. Since we now link with Suppliers this should be a possibility to create these type of automations. Automations are key for CRM's to help create…
1 vote -
When searching, allow keyboard arrows for scrolling through populated results...
During our time using JobNimbus (since 2018), our office personnel has been able to use the search field to look up customers or addresses and scroll through the results using the arrows on our keyboard. As of Friday 8/26/24, that feature no longer works. Since that feature assisted greatly with efficiency while on customer phone calls, I'm sure forgetting to turn it back on with the latest update was simply an oversight. Please reinstate that feature as my team and I have have used that function for years. Thank you for your help with this :)
1 vote -
Add a Suite or Unit number
Add Suite or Unit number area to the initial lead intake windows when adding a job.
1 vote -
Fix jumpy scrolling in boards
When slowly scrolling down the jobs in boards the scrolling is jumpy and makes it easy to miss a job. I often have to "audit" the jobs in each board and I have to be very careful while scrolling to make sure I don't skip one when the job cards jump. I imagine this is because it is loading but if there is a way to fix this so that the scrolling is smooth and just stops while loading but doesn't jump down when it is done loading that would be very helpful. I wish I could takesnip
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Flag a Contact due to Non-payment
We would like to be able to flag a contact/customer when they have been identified by a manager or accounting team due to non-payment so that we don't continue to complete work for them without payment. Some sort of visible indicator to make it obvious or to have to have an approval from a certain profile to be able to proceed.
1 vote -
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…1 vote
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