Contacts & Jobs
128 results found
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Keep attachments specific to a job, only visible when looking at that job card.
Currently from the desktop version when I click on a job folder or the parent contact card, I can see all attachments for all jobs. This is a huge disorganized mess. I can't tell which attachments are for which job. I would prefer to keep all attachments only visible when looking at each job.
1 voteThis is because you have the “Related” checkbox checked for the Attachments grid. This is a very useful feature for companies who want full visibility when looking at a specific job, but is nimble for companies who just want laser focus on the job they’re looking at.
Just uncheck that “Related” checkbox and you’ll only see the job-specific attachments going forward. This is user-profile specific, so you only have to set it on one job for it to be globally set for your user, but other users will have to make the change as well (since some users prefer one view over another).
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a phone number so we can call you
You use to have a phone number to contact you. Sometimes we just need someone to talk to
1 voteThat phone number hasn’t changed: (855) 964-6287 will still get you to our stellar support team to talk through any issues or questions you have!
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Hide Archived Jobs/Contacts
Once a Contact or Job is archived, it should not show in the pipeline. For example, if I have 100 jobs inside a contact and 75 of them have been completed and in a status which auto archives them, then these jobs should not show when I am looking for the jobs in that particular contact. They can pop up when someone specifically searches for them.
Or you could also give the ability to add a filter in order to not show archived jobs unless searched for.1 voteAll you need to do is go to the Jobs tab on a contact and use the ••• icon to choose “Customize”, then add a filter to remove the Archived jobs (Is Archived > True + Exclude) and then save.
This will hide all archived Jobs when looking at a contact’s Jobs page going forward. Again, this is per-user, so each user that would like this will want to add the same filter to their Jobs grid. Just set it once on one contact and it will be set for all until you adjust it.
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This really awesome feature
It would autopopulate the phone number from Contacts to Jobs. Please!?
1 voteYou can already access the phone number from the contact while on the job:
Web: Hover your mouse over the green “Related Contact” bubble and click on the green portion to see the phone number there.
Mobile: Tap the call button in the bottom action bar when on the job page to call the Related Contact phone numbers.
These should get you everything you need for this feature, but let us know if you need something else!
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Copy email address over to job
Bring over the email address and phone number from the contact over to the job...just like you do for the address.
1 voteYou can already see these on the web by clicking the green background around the Related Contact on the Job screen, and from mobile you can call, email, and text the primary contact directly from the Job screen.
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start date show on
Start date and time show on email notification to sales reps. This is often used for setting lead appointments for the reps. They receive notification of a contact being created but do not receive the time and date without clicking into job nimbus and viewing the lead or their calendar. Would be much easier if they could see it right away on the email notification.
1 voteThis has been added to the email template. Please give it a try and let us know if you see any issues.
Thanks!
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Contact segmentation
Need to have a dropdown to pull up contacts by all/customer/subcontractor/etc. I have to scroll through all my contacts or sort and resort to pick the one I want.
1 voteYou can do this by either filtering your main reports or by creating custom reports (recommended) in the Reports section.
1. Go to Reports
2. Use the gear icon at the top right to choose "Contact Report’
3. Go to Add Filter at the top and choose Type
4. Choose the type you want to see on this report and save the filter.You can then name and save this report, and create others with different filters so you can always quickly access a certain segment of your contacts.
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Place on board for description of product needed.
One or two words for a brief description by name of product - like roofing, siding, repair
1 voteAlready there! The icon at the top left of each card represents the Contact/Job Type and when you mouse over it then it will tell you what that type is.
You can customize the icon for your Contact Types in the Contact Workflows tab by editing each type and choosing the icon/image. If you have Jobs turned on, it would be in the Job Workflows tab.
Give that a try and if you have any other questions then please send them to support@JobNimbus.com and they’ll be able to help you out!
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Option to sort by address/show address
Can you enable a feature that would show the address first? We are a growing Roofing company and we go by address with everything so it is difficult to not have a function to implement that necessity. It seems like we can move/edit other functions like squares or name or salesman but not the address. It would be so helpful to do this!
I know a lot of people go by customer name, so I am not suggesting to do away with that feature. I am saying to give the option of what to display first. Some people may find…1 voteIf you’re referring to the Boards system, it might make sense for you guys to use Jobs within our system, rather than just Contacts.
Jobs is an optional feature, but you can set a Job Name and most companies set that name to the Address.
Then, when you’re looking at the boards for your Jobs, you’re seeing the Address on each card for each job you have, rather than the contact’s name.
This would be great for you guys and should get you what you need. If you’d like more help and direction on this, give our Sales line a call at 855-964-6287, let them know you work by address and that you were referred to look into using Jobs to track things that way, and they’ll be able to assist further with your specific circumstances.
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Download option
Not sure if this is a function of Jobnimbus, but when I used to download attachments, they would open on my computer in either Adobe, Excel, Word, etc.
Now, however, when I download an attachment (specifically Adobe), they only go to the download file and I have to go open them after that.
Did I do something to the settings on Jobnimbus to cause that?
1 voteSounds like browser-level or OS-level handling of the download file once it’s finished downloading. We haven’t made any code changes on our end with regards to this functionality, so it’s possible a browser update changed the default behavior for downloads.
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Back activity log on the customers recent activity
Time and date stamp in the customer recent activity board even if they do not physically add a note-
1 voteJust use the dropdown menu (on the web) on the Activity grid to choose “All” and you’ll see the full range of Activity on each Contact/Job.
Enjoy!
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Choose which contacts show in mobile app
I can place the contacts in a follow up folder or Closed and set it to not be visible. It makes it not visible on the computer, but it still shows up on mobile app.
1 voteThere are a couple of ways to do this:
1. Use “Archive” on the Contact workflows. We don’t show any archived contacts in the mobile app, so this is the quickest way to get those out of your hair.
2. Assign the contact to someone else. As you make new assignments, those contacts should stop showing on your device (this is especially true for users that are Limited Access).Give those a try!
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a way to view customers on dashboard by last activity.
It would be nice to login to Job Nimbus and see all contacts sorted by "Time of Last Activity". That way if someone else adds a note, uploads attachments, I can view them based on the time they were loaded. Most recent activity would be on the top. Similar to how your email inbox operates.
1 voteYou can do this by adding the column for Date Updated and sorting by that column:
1. To apply this to the existing Contacts grid on your Contacts area and Dashboard, go to Contacts and use the gear icon to choose “Customize”, then add the column, click the column header to sort, and Save at the top right.
2. To add this to a new Contact report, go to Reports, use the gear icon at the top right and choose “Create Contact Report”. Then add the column for Date Updated, click the header to sort by that column, and Save at the top right.
Notes and activity count as updates, so they will affect the Update dates and that should get you exactly what you need!
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1 vote
1. Go to Contacts on the left side, make sure to choose “List” in the switcher at the top.
2. Use the gear icon at the top right to choose “Customize”
3. Click the First or Last Name column header to sort alphabetically.
4. Click “Save” at the top right.This will change the sorting on your Contacts list and the version on your Dashboard.
Enjoy!
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the ability to print photos only when selecting the "print" feature
We like to give our foreman a thumbnail sheet of photos in their job packet. It would be nice to be able to make a selection in the "print" features of what you want to print and not default to print everything
1 voteYou can already do this! Check out our tutorial for this on our blog, look at option 2: http://www.jobnimbus.com/blog/2016/04/20/how-to-share-photo-attachments-via-email-or-documents/
Give that a try and if you have any more questions please email support@JobNimbus.com
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Change Background on Boards Menu's
Being able to change the background on the boards menu kinda like changing the background photo on your desktop.
1 voteIf you edit any board, you should see a “Color” option for you to change the color of the board’s background.
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Quick Notes Section
We need a way to add a note to a job or contact without having to leave the current job we are in. We have trouble making sure all employees are adding notes all the time.
If my guys are working on a claim and the phone rings, they have to leave the claim they are working and open the claim for the person on the phone just to leave a note about what was said. Then they have to make their way back to the other claim. A "quick entry" popup button with a search field for a job…
1 voteYou can already do this:
1. No matter what page you’re looking at, you can use the search bar at the top to find the contact/job you need to add a note to
2. Then put your mouse over the search result to reveal the action menu (gear icon).
3. Use the action menu to choose “Add Note”
4. An Add Note popup will appear where you can add a note to that contact/job.
5. Click “Save” and then continue work on the page you were already on.Enjoy!
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Notes and tags
So if you add a note, you cannot "assign" it to anyone.
So to "assign" even a comment on a file, or ask a question to a team member you have to set a "task" and "assign" it to their name.
If that team member responses to adds a "note" in the customer file, you (the other team member) does not see this corresponse (ie get an email) unless they actually go into that persons file.The only way to communicate back and forth with a team member is to continually "assign tasks" to each other.
This seems really cumbersome…
1 voteWhen you add a note, just use the @ symbol and choose from a list of your team members to mention them on the note. They get a notification about the note and can act on it.
In the future, we plan on adding some really cool communication features that will take this to a whole new level. More on that in the future.
In addition, we have considered a “Subscribe” feature that would allow you to get emailed updates from a file you’re subscribed to, which would help you out with this as well.
In the meantime, give the @mentions a try!
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Update Variable Data in Documents
If I update something within a contact and that data is used on a document, the document should be updated accordingly with the new data.
1 voteThis actually already happens for your documents, the only difference is that it doesn’t generate a new PDF with each revision automatically, but if you go to edit the document and then re-save it will pull the new data into the new PDF.
Unfortunately since the system can have signed documents and since it would generate a PDF for each save, there are development reasons that restrict us from doing an auto-generated PDF with each save.
We’ll continue looking into new ways of making this process more convenient going forward.
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print out of each reps list of appointments, and estimates
containing each contact's name phone number and service
1 voteYou can create reports for Tasks and Estimates, filter them by sales rep, and dial them in, and then export them to Excel for printing.
Let us know if there’s something you aren’t able to achieve by this and we’ll help look into it!
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