Contacts & Jobs
309 results found
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1 vote
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Merge and Move Jobs
It would be very helpful if I had the ability to move a job from one contact to another. We recently had a QB syncing issue and had to create a new contact in JN in order to sync. We had to manually download all the notes, documents, financials, etc from all 3 of the customer's jobs. Then make new jobs under the new customer, and manually add all the notes and documents and photos back in. I had to pay my office manager to spend an entire day on this project.
1 vote -
Jobs on Calendar Multiple Weeks
For our roofing company for Tile and Metal jobs we do them in phases, so we have been having to create 2 separate jobs and it is screwing everything up. We would ideally be able to have ONE job that you can include multiple days/weeks on the calendar.
Example: Have it show for 8/18/25 - 8/20/25 then that same job back on the calendar for 9/2/25 - 9/5/25. That way it doesn't mess up our payroll or notes or anything and it all makes sense as to what happened with this job.
Currently we have to create multiple jobs for…
1 vote -
Mobile sharing contacts jobs
Is there a way we can get the ability to share a job/contact via the mobile app? The only ability currently is through computer website.
1 vote -
Sales Rep Signature for Estimate
I’d like to suggest adding a feature that allows a sales representative or company representative to also sign estimates within the platform. Currently, only the customer has the ability to sign the estimate, but it would be helpful and more professional to have the ability for someone from our team to counter-sign the document once the customer signs.
This would create a more complete and official agreement and improve accountability and documentation on both sides.
1 vote -
status
Under status change have a pop up window to make comments - example one of our staus is pre -walk - would be great if we could add notes here instead of everything going into activity feed
1 vote -
Ability to Adjust Default View of Tasks on the New Jobs Experience
When navigating to a job in the New Jobs Experience and selecting the "Tasks" option, it defaults to show me "All" and I would like to be able to choose which one it defaults to instead. In this case, I want "Incomplete" to be visible first.
1 vote -
Navigate to "Contacts" Page instead of "Home" Page after Contact Deletion
When I delete a contact either on the contact list page (https://app.jobnimbus.com/contactlist), or a specific contact itself (https://app.jobnimbus.com/contact/ID), it takes me back to the home page instead of back to the list of contacts. This can be frustrating if I want to delete multiple contacts as I have to navigate back.
1 vote -
Bring back the "Work Order" tab on Contacts
Bring back the "Work Order" tab on Contacts. If you have a contact with a hundred jobs it is not easy to see which ones might have work order that needs to be completed. As it is now set up, we have to cycle through all the jobs to see which ones are in a status we've created called "work order created". Not a good solution if the contact had 10 pages of jobs. When we had the "work order" tab we could see all the work orders related to the contact. If that's not possible, add work orders to…
1 vote -
allow seperate contacts for jobs
when creating a job, you should be able to add seperate contacts. When we use a contractor they generally have differetn project managers and salesman and we have to manually add emails and phone numbers and scroll to find their info.
1 vote -
Allow Users to have a Forms Tab with the new JobNimbus.
The customer is unable to use a 'natural form' for a subcontractor contact after a recent change to the system. Customer would like this feature.
1 vote -
When filtering add a toggle for OR filtering not just AND
Currently, if you filter for sales reps and assignees on a board, it will filter for jobs that show you as both the assignee and the sales rep, for instance. It would be nice to allow the filter to toggle to filter for sales rep OR assignee.
1 vote -
Give Lower Level Users Permission To Delete ONLY Notes
Currently needing to give me team the ability to destroy our whole system, when all we need to do is clear up a mistake in the notes of a contact. Please allow for Delete Note to be available outside of an admin level permission. Thank you
1 vote -
Make Contact Photo Better on Desktop
Make the contact photo larger and more clear on desktop view.
1 vote -
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 -
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 -
1 vote
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