Contacts & Jobs
314 results found
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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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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 -
1 vote
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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
1 vote -
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 -
Duplicate (Jobs) with out copying documents
There is a feature to duplicate jobs already, however this feature duplicates over any documents to the new job you create, which can cause issues. Sometimes when creating a new job, it is for a previous address we have already done work for, especially for HOA's or Property Managers. In these cases, some information has or will not change (Ex: Roof Pitch, Roof Type, Shingle color/type)
As these types of jobs are duplicated (i.e. repeats), it would be great to duplicate the jobs when creating a 'new' job rather than having to reenter the data, that does not pull over…
0 votes
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