Contacts & Jobs
309 results found
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Permit Tracking
Is there a plan to add a built in building permit tracking feature directly within jobs?
Permits are currently tracked using notes, tasks, or custom fields, which is inefficient and increases the risk of missed steps and delays.
Key features that would be valuable:
Dedicated permit section within each job
Standard statuses such as Draft, Applied, Pulled, Posted, Inspection Scheduled, and Complete
Permit number, municipality, key dates, and document uploads
Ability to assign responsibility
Inspection type tracking for jobs requiring multiple inspections
Job level and system wide permit status visibility
This would significantly improve compliance, organization, and day to day…
1 vote -
Add Assignee on Created Contacts from New Jobs Shell
When creating a contact on the New Jobs Shell from the right side menu bar when selecting "New Related Contact", it allows you to input information, but there is no field for the assignee or sales rep. When the contact is created by a limited access user, they cannot see the contact they have just created if the workflow is set for "Assignees" only. This does not occur for the legacy contact creation nor new contact creation from the navigation bar.
1 vote -
More adjuster fields
Sometimes jobs have more than one adjuster (claim handler, Inside Tech Reviewer, Field Adjuster, Desk Adjuster, etc) and it would be nice to have more fields for these contacts
1 vote -
Job Description pull-down window expansion
We use the Job Description for every job. We type notes regarding all job and job point of contact details and often print the job page for the crew workers and estimators. While these notes are not always extensive, often they are and being able to pull down the corner to expand the typing window is crucial. We need to make sure those notes are efficient, spaced properly, and easy to read for both managers and crew workers on the job. Many of us still prefer paper to digital format (or prefer to use both) so making the format of…
1 vote -
Display the type of each work order
In the new Job view, it does not list the type of work order, but in the previous job view it did. Now if we have multiple work orders, we have to click on the work order to see what type it is. It was helpful when it listed if it was gutter, painting, roof, etc. I have uploaded a screenshot to show what it was like before when it listed the type, and what it looks like now without.
1 vote -
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 -
Creating PDF Scope Documents from Photos
I need the ability to take any number of photos and combine them into one PDF document. This allows you to markup photos or put photos together and then provide these to a crew or the customer so they can see what needs to be completed.
Right now I have to upload the photos, mark them up and then download all the files. Convert them to a PDF on my computer and then upload the file. This is highly inefficient.
1 vote -
Import of activity notes and documents from a contact to a specific job for repeat clients with multiple jobs.
Have the ability to select activity notes, documents or invoices from a contact and tie them directly to a job under that contact. When repeat customers have multiple jobs, it becomes near impossible to keep separate the different notes or documents for each job. This seems like an easy fix to be able to select which jobs each activity/document should be associated with under a contact.
1 vote -
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Blog Article: Online Flower Delivery
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1 vote
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