Contacts & Jobs
310 results found
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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
26 votes -
GPS tracking for trucks/crews
It would be more efficient if we could track our trucks with GPS.
25 votes -
Change the colors of cards in board view.
We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.
24 votes -
Custom Fields specific to Workflow Type
It would be nice if they could have custom fields only visible if you select a specific workflow type. Like Insurance information only will show on a contact/job to be filled in if you use the Insurance Workflow
24 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…
21 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.
21 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.
20 votes -
More than 10 Jobs in list view
More than 10 Jobs in list view
19 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.
18 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.
17 votes -
Conversation notes vs Individual Notes
At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.
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 -
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.
16 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
14 votes -
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.
14 votes -
Import Contacts from iPhone, vCard, Contacts apps
Self explanatory. Going through cdv?
14 votesUpdate: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.
We will continue to move towards these other contact import options going forward.
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We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.I’ll let you know as we get closer, but we don’t have a date to announce at this time.
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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.
13 votes -
Add contact name, phone, email to jobs
under individual jobs would like to have a email and phone number and contact space
13 votes -
13 votes
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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.
13 votes
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