Contacts & Jobs
277 results found
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Turn off drop downs/pop ups in new contacts
When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.
6 votes -
Custom Field Filters on Boards.
The ability to filter boards based on custom fields.
6 votes -
Map that shows previous job locations
Add a map feature to JobNimbus that shows location data points for previous completed jobs.
6 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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Enable entry of customers with the same name and not have to modify
We live in an area where many people have the same name. This creates a lot of difficulty for us when creating a new contact. We have to modify and it causes reporting issues for us. It would be great to have an "override" button for these customers.
6 votes -
Conditionally Required Custom Fields
I would like to have custom fields that are only required to be populated before moving the record into specific statuses or stages.
6 votes -
Do not display unused fields when printing Contact
I only want to print contact Info and all of the fields' headings appear even when I uncheck the job and tasks and attachments.
6 votes -
The ability to show job/contact description on the board
A way to view the description of a job/contact on the board view.
6 votes -
Comprehensive Sub-contractor Management
An independent contractor/sub section with settings (similar to existing contacts, but specific to contractors). What this could entail....
Enter all contractor contacts through this process. Allow you to add data fields specific to contractors without conflating this information with customer data fields.
A multi-selection drop down notating all fields of work and/or roof types they offer services for.
A document tracking mechanism where an expiration date can be notated on the document and a notification is sent when the document is about to expire (i.e. when COI is about to expire, work comp, a new W9 is required).
Syncs with…
5 votes -
Create "trades", under jobs, that are able to be tracked in a Gantt chart.
Things right now are split between contacts and jobs. If you added a "trades" section that ties into the parent job, that ties into the parent contact, that would be ideal. A person calls, we add them as a client. We create a job to provide an estimate for what the client is looking for, and for the sales team to see where that lead goes. At some point the estimate is approved and "trades" are created. If the estimate was for roofing, siding, windows, and gutters then four trades are created for the production team to follow. The production…
5 votes -
Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
5 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.
5 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Stop duplicate contacts with the same address
Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?
5 votes -
Custom Job Fields show in Calendar
We have a custom job field for installation date. It would be great if this field could show up on our calendars.
5 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.
5 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
5 votes -
Option to auto-populate job-information from related-contact
Option to auto-populate job-information from related-contact (In form of checkbox in the “create job” window).
For our use of JobNimbus, we rarely have a contact that has different information than the contact. Because we use jobs, there is a lot of repetition when we have to re-enter the same contact information to the job in turn decreasing efficiency over time.5 votes -
Unapproved estimate totals show on boards.
The ability to pull the unapproved estimate totals into the board's columns.
5 votes -
Task notes to contact activity
Notes that entered in tasks & subtasks mirror to the contact activity; with the ability to apply the search/related filters to these notes as well.
For example:
If I wanted to find all of the install task related notes on a contact, I could search in that contact's activity for all related to task notes for "install"5 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.
5 votes
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