Contacts & Jobs
268 results found
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Body of card customization increase
We need to have a couple more lines for the body of the cards. We cannot fit all the data we need to see on the 3 lines provided.
10 votes -
Keep Pictures in order
The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.
10 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.
10 votes -
Way to Prevent Adding Items to Contacts when Jobs are Enabled
We use jobs and have all records contained within jobs. It would be great if, when jobs are activated, there would be a pop-up saying "Are you sure you want to record this estimate/invoice etc. under the Contact?" or some other fail-safe as a visual reminder for our users. Alternatively, being able to move a recorded estimate/invoice from the Contact level to the Job level would also suffice.
10 votes -
Same Name
I have 2 separate customers with the same first and last name. It won't let me add the second customer because it says I have a duplicate entry even though everything else is different. Please allow same Display names for contacts and jobs
9 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.
9 votes -
Subcontractor Field on Cards in the Board View
With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance
9 votes -
Referral Name Textbox for Lead Sources
I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.
9 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.
8 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
8 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
8 votes -
job email
Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.
8 votes -
Ability to change activity default view
Add ability to change activity default view and have it be sticky so that it stays when you leave the page.
8 votes -
Add Fields to Customize Board Cards
Add primary contact email to job board cards
8 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes -
Relate jobs, not just contacts
We work with builders (contacts) and each project is broken down into subcategories of job type because the commission for each job is different. We relate our builder contact to our jobs but we are unable to relate the sub-categories of jobs together. We want to be able to keep all the information of the overall project in one place rather than trying to sift through the innumerable jobs connected to our 'builder' contact.
8 votes -
Old Boards
I want the option to go back to the Old Boards again. I'm not happy with the New Boards
8 votes -
Option to prevent task assignees from being automatically assigned to the parent contact record
Option to prevent task assignees from being automatically assigned to the parent contact record.
8 votes -
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 -…7 votes -
Job view feature improvements - sidebar coments
when opening the sidebar there is no field for note taking, making the sidebar barely usable for everyday tasks
7 votes
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