Contacts & Jobs
280 results found
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GPS tracking for trucks/crews
It would be more efficient if we could track our trucks with GPS.
27 votes -
Formatting for Notes Text
Bold, Italic, Underline, color, etc.
It would be nice to be able to bold or change the color of text in notes to make them stand out
27 votes -
Update/Delete Default Fields
Ability to change default fields
25 votes -
Adding additional contact fields
I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…
25 votes -
Restrict Moving Job out of Certain Statuses (Protected Statuses)
- Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
24 votes -
Central Tag Editor
A way is needed to edit and delete tags that are created so when they are no longer in use or duplicated for some reason we can get rid of unnecessary ones and change spelling or punctuation on existing ones.
24 votes -
Have a visual indicator to show when a job file hasn't been updated recently.
Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.
I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.
23 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
20 votes -
Duplicate/Clone a Board
I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.
20 votes -
More than 10 Jobs in list view
More than 10 Jobs in list view
19 votes -
Pop-Ups
There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.
18 votes -
Ability to Add Duplicate Names
Can we override the duplicate names error? Maybe a check box or something that allows us to override the message.
18 votes -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
17 votes -
Have multiple Sales Reps linked to a Contact/Job record
Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.
17 votes -
Activity should include Automation events, notifications
We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done
17 votes -
Be able to call all Contacts directly from the job (not just the primary contact) from the app
Currently, WHILE USING THE APP when there is more than one contact attached to a job you can only call the primary contact directly from that job (not the secondary contact). There is a work around which would be to go into "Details" and click on the secondary contact and call from there. However, the problem is that then the notes from that phone call store under the contact and not the job (we are aware to relate the contacts and then when in the job click the “related” button and from there all notes from any attached/related contacts or…
16 votes -
View Contact Information on Jobs
under individual jobs would like to have a email and phone number and contact space
16 votes -
Board Card Assignments - Sales rep, Production Person, etc.
It would be nice to have the ability to select which nimbus user account is displayed on the boards within a category. Under say our estimated category I'd like to have it show me the salesperson who is assinged to that contact, but under the scheudled jobs category I'd like to see which crew is assigned to that job.
16 votes -
16 votes
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Save screen position when using "Back to Board" link
It would be more beneficial if Jobnimbus kept track of the position you were in, on the previous screen. When using the "Back to Board" link on the to left. Instead it just works to reload the entire board.
16 votes
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