Contacts & Jobs
309 results found
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Workflow location
Separate workflows by location
2 votes -
Export Gmail Emails to CSV
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2 votes -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
2 votes -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).2 votes -
Being able to send an estimate for a signature and type a personal message with it.
Right now I email the estimate with a personal message and when they want to sign they have to let me know and I have to resend for signature.
2 votes -
Ability to track activity on contacts
I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.
2 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
2 votes -
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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Invoice Due Date Custom Field on Boards
Ability to add invoice due date on custom fields on job board. that way when i open the kanban board i can quickly see upcoming due dates without having to open the job card and the invoice section.
1 vote -
Contact information for builders/gc/buisnesses
When adding a new contact in the new experience, it asks you to type the contact's 'First Name/Company' to search for them, but if they're new and you need to add them as a new contact, you wouldn't put the Company Name up there, you need to go down and expand 'Other Info' tab and put the company name there. It's also very inconvenient that you can't change the contact display name while you're adding it. The only options you have are to display the first and last name of the contact, or create the contact and/or job(s) and then…
1 vote -
Related Contact types for Insurance companies, Adjusters, and Permitting Jurisdictions
In our workflows, we frequently need to associate the same contact with multiple jobs. Examples include insurance carriers, individual adjusters, and city or county permitting offices. While JobNimbus allows a contact to be linked to multiple jobs, all activity, documents, and correspondence tied to that contact currently appear across every associated job. This creates clutter in job activity feeds and makes it difficult to determine which communication belongs to which job.
The feature request is for a more relational or context aware contact to job relationship. Ideally, contacts could still exist as centralized records, but when linked to a job,…1 vote -
Custom Job Field Separators
Create sub categories or box separators so that may be roof details like shingle type . color, warranty,; is separate from insurance details such as policy number , claim number, carrier name , etc. Sure we can reorder then around, but it would be nice to group them together. One might suggest to take it a bit farther. I have read someone else suggestion to make certain groups or subcategories only available to certain users and applicable to their job responsibilities
1 vote
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