Contacts & Jobs
294 results found
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Gantt Chart for Job/Project Timelines and Statuses
In order to effectively (and visually) map project timelines and statuses, the incorporation of gantt charts would be helpful.
10 votes -
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 -
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
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.
9 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.
9 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.
9 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 -
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 -
Days since last contact
It would be very advantageous to have a Days Since Last Contact displayed on a job. That way any sales manager does not need to go into a job to look for the last email, text, or call made. It could simply be displayed on the job card or below the days in status stat. Having something stay in a status for a longer period of time is ok as long as a sales person is staying in touch with the homeowner or business owner. But right now I can't really track that stat and can't find a good way…
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 -
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.
8 votes -
Canvassing Features
Nimbus already uses a map feature with geo-tracking. What our company needs is a way to track, tag, and document any addresses that we have canvassed in the past that are not necessarily customers yet. We need this feature so we can coordinate our canvassing efforts within a given area, and to know which properties we need to revisit, what happened when the sales rep was at the door, etc.
Ideally, we would be able to change the "status" of these location pins based upon the interaction, e.g. if they weren't interested, or if they are a warm lead, or…
8 votes -
Conditional and Required Fields upon Job Status Update
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
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 -
Add Fields to Customize Board Cards
Add primary contact email to job board cards
8 votes -
Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
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
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