Contacts & Jobs
280 results found
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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
7 votes -
Have the first page of the work order and material order be a photo of the home and address
We got accustomed to this with sumo quote. The first page of the work being the photo of the house and address really helps crews know they are at the right house. Also our supplier has mentioned that they really like this as it also helps their drivers when they are delivering materials before the job starts.
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 -
Set appointment reminders in calendar
The current calendar does not allow setting appointment reminders even thought it merges with Google Calendar. Being able to set reminders 30 min, 1 hour, 2 hours, 1 day, etc before a meeting is important.
7 votes -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
7 votes -
Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
7 votes -
Use other Template Fields on Board Cards
Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.
7 votes -
Auto Create Jobs
When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.
7 votes -
move between contacts on the board without going back to the board
Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.
7 votes -
Ability to rearrange or move the tabs under a Job/Contact
I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.
7 votes -
Add inspection images page to workorder from the signed quote
In sumo quote when I create a work order it adds the inspection images page to the work. These are things the sales guy made a point to take an image for clarity on instructions or a particular item to the homeowner in his estimate and signed quote. This really helps improve communication to our crews. This way the right item gets removed or stays on the roof, or special details pointed out. It also saves me a lot of time not having to go into our photo album and repeat the process.
6 votes -
Required Field When Moving a Job to Lost
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.
6 votes -
Schedule by area
Ability to schedule jobs in a given area to streamline appointments
6 votes -
Custom field that can be used as a web link
Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.
I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"
6 votes -
Limited access on contacts
We have third party departments who work within our CRM, however we are only wanting them to see contact information not edit or delete it. There should be an option on the access profile permissions to only allow them to see contacts, upload documents/photos, add notes without being able to change the status or edit the contact information. It would be even more helpful if they were able to add dates/input information in the customized contact fields without changing the standard contact fields (like name,address,phone number)
6 votes -
Automatically create a board when a new workflow is made
When we create a workflow we would like the option for a board to be automatically created.
6 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
6 votes -
Remove/Change the "Assigned Default" when creating the Job/Contact
Have the option to remove or change the "assigned default" name when creating a contact. Right now when I create a Contact it defaults me as the assigned person.
6 votes -
Default "Shadow Text" in Fields
Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.
Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222
6 votes -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
6 votes
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