Contacts & Jobs
328 results found
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Better Digital Signing work flow - Customers constantly calling to get help with the signing feature
Is there any hope of this feature being improved in the near future. We have to walk at least 25% of our clients through the process and it takes forever. Some we unfortunately end up having to have them print up the lengthy contract, hand sign and mail in. Here is the list of problems with the current set up (worst on the phone, but also bad on a browser) and some suggestions
When they click the [view and sign] button in the email body it goes to a PDF viewer that confuses them. They try to sign it by…
1 vote -
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a qu
Can you make it possible to reorganize the lead sources. It would be nice to be able to reorganize our most commons on top and/or have a quick update button that alphabetizes them.
1 vote -
Contact Widget
On the related contact widgets, have the 'Company Name' displayed (if there is anything filled in), and also display the contact workflow status or a custom field with their information.
1 vote -
Ability to duplicate jobs with the option of what items/documents/estimates/etc to duplicate
When duplicating jobs it would be nice to have the option what information to duplicate. Docs/estimates/etc. Then checkboxes (if choosing docs or other things) for what docs/etc to also carry over.
This is a useful feature for similar buildings or jobs new construction projects that build the same plan over and over.
1 vote -
Dashboard Widgets
Have the ability to resize/reshape the widgets based on how you want them laid out on the job dashboard. I feel like the two different sizes/shapes you can currently set them to take up a lot of unnecessary space and don't display as much information as they could/should.
And adding invoices to 'Production' widget would be very very helpful to quickly see invoice statuses.
1 vote -
Customer Share Note
Having the ability to edit the message in the email the customer gets that we have shared their profile with them. Being able to write a short email that describes what has been shared and provides an update to their job status without sending a separate email outlining updates and what could be a straightforward single email with a shared profile link. Could add it in under the first pop up.
1 vote -
Color coding for lead source labels
It's just easier to navigate through the dashboard and see from what source we have the most leads
1 vote -
New Job Boards
The new job boards view that showed up today broke the Job Name code - This no longer works, but did on the previous version. {{parentdisplayname}}
1 vote -
Eagleview Property Data Widget
On the job dashboard the eagleview property data widget is not available on the mobile app. I was just at a new customers house looking at roof damage and, when I created the job, I realized there is nowhere on the mobile app to view the sqft, pitch and # of squares. This is where the information is critical. In the field, in a customers living room, where the closing happens! Face to face interaction is always your best opportunity to close a deal. It would be nice if sqft, pitch and # squares could be posted somewhere. Even if…
1 vote -
Larger photos with descriptions on the work orders
I would love to have the ability to add larger photos to my work orders. The crews cannot tell what is going on using the small photos and cannot give a description, would like to see it similar to the "Estimates"
They could possibly print on a separate page if needed.1 vote -
Tasks through contacts
I went to set up a task on a contact today when I realized that it isn't an option. If it's an option jobs can it be added to contacts as well?
1 vote -
Option to upload cover photo for job directly in main dashboard
It would be nice if the pop up that opens when pressing "select Photo" in the main job dashboard, would give the option to upload a new photo directly. Currently I have to navigate to the photo tab upload then go back to main dashboard and click another pop up where I can then select the photo.
1 vote -
Estimate Status Column on Job Listings Under Contact
We have different customers like builders, property managers, real estate agents, insurance agents, etc. that have multiple active jobs open in various stages of estimating and job progression. It would be nice to be able to add a column onto the jobs dashboard under the customer for not just job status but estimate status as well. It would give better visibility into whether or not an estimate is being drawn up, was sent out already, or was never made w/o having to rely on reps to update statuses (b/c they're not great at that) or having to go into each…
1 vote -
Note Differentiation for Shared Jobs
There should be a difference between the notes that customers are able to leave on the shared job profile vs the notes that are currently able to be created. They are left under the profile name that the link was originally sent from. If a customer leaves a note, it does not say it is from "the customer" it says the username. This is making it confusing for both the customer and our office about who left the note.
1 vote -
Customer-Facing Instant / Quick Quote Tool
Add a customer-facing instant or quick quote feature that allows customers to enter basic project information and receive an estimated price or range without requiring internal staff to build the estimate manually.
1 vote -
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 -
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
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