Contacts & Jobs
289 results found
-
Creating Multiple Categories for Job Fields
We have alot of commercial and residential clients and we use the Job Feilds as a template of questions for our receptionists ask during job creation. These question normally only apply to residential full replacement customers so we just have to type a note for commercial clients. It would be great to be able to create entirely different templates in Job Fields for each different job type.
4 votes -
filter for automations
Search/Filter bar for automations within the automations page. We have 68 automations. I'm having to manually scroll down each page visually searching for automations by title. I will soon need to duplicate many of them for 2 new locations.
4 votes -
Add "Tasks" to the Contact Page on Jobs V2
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.Can we please get a tab for "Tasks" on the contact page?
4 votes -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
4 votes -
Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
4 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 -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
4 votes -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
4 votes -
Satellite map view
Option to view maps in satellite view
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 -
Hyperlinking phone numbers in notes
We would like to request that when a note is made with a phone number in the app that it would hyperlink so that you can call someone directly from the note while remaining in the app. We will not always need that secondary contact person to be a 'related' contact, so adding in their number to the notes usually makes the most sense.
4 votes -
Create Estimate as an option on Contact/Job menu
Include option to create Smart Estimate from "3 dot menu" on contact/job.
4 votes -
Notes on Financials Show on Activity
I'd like the notes that are left on financials, tasks, & work orders to also show on the main activity feed instead of having to toggle to the specified record to view the note.
4 votes -
Add a label to indicate whether a note/attachment is private
I would like some type of label included on private notes/attachments so I indicate that setting on the activity feed without having to edit
4 votes -
Ability to edit/expand the comment box for contact custom fields
Ability to edit/expand the comment box for contact custom fields
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 -
full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
4 votes
- Don't see your idea?