Contacts & Jobs
138 results found
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Be able to use blank space to the right of contacts
Currently when viewing a contact, the right side of the contact is an entire unused blank space. It would be helpful to have this space customizable and used for additional contact status information that would be helpful for us to have at a glance.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Maintain status when workflow of a contact or job is changed
Currently if the Contact Type or Job Type is changed, the Status automatically switches to whichever one is first in the workflow selected (i.e. Lead). It would be preferred, assuming the status names between workflows match, that it maintain the correct status it was already in before the new Contact Type/Job Type was selected.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Days in Status should have a year option.
The DAYS IN STATUS, for closed jobs, should use days & years once it hits 365 days
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Custom Field (Time Based)
The ability to add a time based custom field like the way you can add a date custom field.
3 votesMerged with other ideas, fixed, or declined.
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Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Create/Allow Custom Creation of Tabs Adjacent to Work Orders tab. (See Photo)
Devs/Forum Admin: In many different iterations, this issue has been raised by other users. I'd like to propose a solution to solve all the different feedback proposed in regards to this meta-issue. I'll link to similar feedback below. Please note this fix would solve a major problem JN has in opening up marketability to a specific class of roofing contractor. Insurance Restoration Contractors who perform 85%+ insurance work rather than retail typically opt for systems like JobProgress, Acculynx, & GiddyUp as you can get a sense for if you spend 5 minutes searching through FB groups such as Level The…
3 votesMerged with other ideas, fixed, or declined.
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Revoke Shared Access
Please add an option to to revoke access to a record that has previously been shared with someone using the "Share" feature
3 votesMerged with other ideas, fixed, or declined.
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Subcontractor contact list - see important documents quickly
One feature I liked in coconstruct is their subcontractor's contact list including a place where I can upload their W9, insurance documents etc and assign expiration dates. So every time I look at the subcontractor's contact list I can see right away if one of these documents has expired. They also give the option of loading other documents this way.
3 votesMerged with other ideas, fixed, or declined.
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Changing how the default display name populates
"Is it possible to change what the default Display Name pulls from automatically? As it is now it pulls from the Contact First and Last Name and in our case I want it pull from the Company Name.
This would be most beneficial since much of the data is initially entered by Field Reps via Mobile Ap and I have to go back on the Web App and change all of these."
3 votesWe are planning on giving more customizability to what displays at the top of the Job Detail page and the Job card on the Boards page can already be customized as described here. But we will not be changing the default behavior of that "Display Name" field at this time
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Ability to have Contacts With the Same Name
Long story short, there is more than 1 Joe Smith on earth, and we shouldn't have to modify their display name to be able to enter them into the system. There are obviously other identifiers that will separate them, such as address, phone number, email address, etc. I've attached a screenshot of what the system tells me when I try to add another contact with the same name as an existing contact. I believe there should definitely be a warning about duplication, but it should be allowed. I think the warning should read:
"Warning: you are attempting to add a…
3 votesEvery computer system needs to have an identifier that is unique for that record. In the case of JobNimbus, the unique identifier is the display name. Without a unique identifier it won’t work appropriately with other systems especially financial systems like Quickbooks.
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Ability to Create new Subcontractor when Selecting Subs
Have the ability to create/add new subs on the fly!
3 votesMerged with other ideas, fixed, or declined.
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Show/Hide Boards by Location
Please have the boards visible only to the location of the member.
In our case, we have three locations, and boards that are filtered by location. Please have St Louis team members only be able to see Saint Louis filtered Job Boards.
JN Note: Potentially tie this into Location filter.
3 votesNot enough community interest.
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Address Autofill for "Same as Job" or "Same as Contact"
I enter a new job with job address then enter a contact for the job; if the address is the same I still need to reenter it. Wish we could just check "same as job" address or "same as contact" if we entered the contact first.
3 votes -
Customize Column totals on boards
Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Merge lead sources
I would like to be able to merge lead sources that are similar. We have several "duplicates" and would like to just merge them for better reporting
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Status change stamps
I would like the job to be "stamped" with a date when the status was changed so that it would be easy to see how long the job was in each status. Also be able to pull a report and see the breakdown or average on how long a job is in each status.
2 votesMerged with other ideas, fixed, or declined.
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Ability to add headers to contact information
The option to change text or add headers to contact information for custom fields so they are broken up a bit.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add a Contact/ WO address to the card view in the Work Order board
I would like to be able to associate the work order's address or contacts address as part of the easy card view for a Work Order board.
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Bigger Custom Field boxes to allow for more than one line
I've created my own custom contact text field.
I'd like it to be like the description field, which allows for more than one line.2 votesMerged with other ideas, fixed, or declined.
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