Contacts & Jobs
215 results found
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Be able to add notes, and schedule
Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.
5 votes -
Contact info under the job for job specific contacts.
It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…
5 votes -
Use Bulk Edit to Trigger Automation
I would like to be able to use the reports and bulk edit function to move groups of contacts out of one status and into another to trigger an automation all at once, rather than manually moving each job.
5 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
5 votes -
Allow customers access to JobNimbus
Allow customers access to JobNimbus
5 votes -
Attach Photos to Notes.
The ability to attach photos to "Create Note" from the photo files.
5 votes -
Map that shows previous job locations
Add a map feature to JobNimbus that shows location data points for previous completed jobs.
5 votesWould it also be beneficial to see current jobs/tasks? Others have submitted ideas for that and I am wondering if there is just a filter that would allow you to determine if you want to look at old jobs or current jobs.
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Customize Contact Boards
It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.
5 votes -
Multiple Statuses for Jobs/Contacts
For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.
5 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
4 votes -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
4 votes -
change order
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.
4 votes -
Highlight primary contact in green. Green = Money = the person who pays the bills
Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.
4 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
4 votes -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
Search function with notes
I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.
4 votes -
Ability to search from the list view in contacts and jobs
Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.
4 votes -
Unapproved estimate totals show on boards.
The ability to pull the unapproved estimate totals into the board's columns.
4 votes -
Automations Summary tooltip
It would be nice to have a preview or tooltip showing what automations will trigger when a contact or job is moved into a new status.
4 votes
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