Contacts & Jobs
215 results found
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Create Estimate as an option on Contact/Job menu
Include option to create Smart Estimate from "3 dot menu" on contact/job.
4 votes -
Custom Auto-Generated Job Name
we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.
The main reason for including the JobID in the name is we may have multiple projects…
4 votes -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.4 votes -
Boards assigned to team members
I cannot stress this one enough, i dont know how it isnt already implemented! There needs to be an option (like the filter option) to assign boards to certain team members. Then when a contact of work order enters that board those team members are automatically assigned that contact. How does it help me to move a project into the engineering board and send them a task if they are not able to see that contact without me going in and assigning the contact to them? That seems like too many unnecessary steps. When it enters a departments board, the…
4 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
4 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
Add hyperlinks to Custom Job fields
Add hyperlinks to custom Job fields to link outside website or sharing directly into the customer information.
4 votes -
Notify salesperson when they are removed from contact or job
When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.
4 votes -
Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders
Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.
4 votes -
More color options for boards
Would like to add more color options to boards including white.
4 votes -
Create contact from job
Occasionally a sales rep gets excited to create a job. They enter all the contact details however, they do not create the Contact. Can the Contact be created from the Job details automatically so that we do not have to Add Contact and manually enter all the contact details. If not automatically, have the Contact form auto-populate with the contact information when the Add Contact is selected.
4 votes -
4 votes
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Merged data in Contact/Jobs
Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.
4 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.
4 votes -
Lock Board Layout
The ability to "lock" the layout of the boards so that team members who need access to them cannot move them around
4 votes -
Add checkbox next to phone # to indicate primary point of contact
The customer would like a checkbox next to a phone number to indicate it is the primarily point of contact of their customer.
4 votes -
Add related contact to job without all of the related contact's previous emails being posted on your new job.
I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.
4 votes -
Be able to set any field as 'required' and not just the custom ones
Be able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This assist in pulling more accurate reports.
3 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…
3 votes -
Connecting attachments to new jobs from old jobs
Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.
3 votes
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