Contacts & Jobs
336 results found
-
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 -
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 -
Multi-Select Dropdown Option Field Type
I love the new "Option" Field in JN, however, I would like to see another field or an option when creating this field to allow users to select as many as they want from the dropdown.
My current work around is to create two or more separate Option fields. It is a little overwhelming though how long the "Edit Job" or "Edit Contact" screen appears when you have so many fields added to it, especially when it could be condensed by allowing this suggestion of a "Check all that apply" type field to be added.
16 votes -
Increase Custom Field Option List Capacity
I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.
15 votesThanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?
Let us know and we’ll see what we can do. Thanks!
-
Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep
We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
Project Manager
Customer Service Manager
Quality Control Rep
CanvasserMake a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?
I hate having to populate the dropdown each time a head changes.
This would tie contact records together with more meaning than the general fields provide:
-Related Contact - How is it related?
-Subcontractor -…14 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
14 votes -
In boards, sort cards in columns with subheadings using tags
In Boards- Have the ability to organize cards inside the columns with subheadings.
Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.14 votes -
'Records Per Page' Setting in Contacts/Jobs List View
When viewing the list of jobs on the jobs database, it only displays 10 at a time. I see there is a place to customize the "list" however it doesn't give me the option to choose how many are displayed. I'd like to have the option on here to adjust the number of jobs displayed just like we can in reports.
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.
-—
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.
-
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
13 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
13 votes -
Custom Equations for Custom Fields
We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.
13 votes -
When configured to use jobs, limit what entities can be attached to a customer
We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.
When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.
We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.
13 votes -
Unread Email indicator on Board Cards
When someone emails you to jobnimbus directly the person file should be highlighted until open
13 votes -
React Option in Activity Tab
I would like to be able to have a reaction or "like" option within the activity tab to mark when a note or email has been viewed or reviewed by an individual.
12 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
12 votes -
Live Refresh for JobNimbus
It would be great if JobNimbus automatically refreshed the page after changes are made in the account. As of right now, other users have to manually refresh their pages after changes are made.
12 votes -
allow customizing of contact information page.
Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.
12 votes -
Connecting Work Orders with Their Subcontractors
It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.
12 votes -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
11 votes
- Don't see your idea?