Contacts & Jobs
303 results found
-
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 -
Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Add Color to Board Cards/Columns
It would be helpful to organize jobs/contacts on boards by color
4 votes -
Why did you remove the Job name from the Job card?
Why remove the job name from the card on the right? Now I can only see it in the overview. It used to be there above the address. Please please please change it back, that's massively annoying when I have a bunch of tabs pulled up and trying to find a specific job.
Side note: thank you for making the job card collapsible - definite improvement.4 votes -
becky@redmondroofing.com
I’m getting complaints from my estimators about creating a contact through the “add job”. When you create a contact leading into a job I have 4 complaints: Phone number is a required field, email is a required field, the zip code doesn’t auto fill the city, and the state is a drop down selection requiring a break in flow when it should/could default to Washington. I know you can easily change this because none of these are the case when you “add contact”. I want “create new contact” when creating a job to be the same as when you just…
4 votes -
Autofill sales rep & assigned to in v2 of jobs
Currently the fields show up blank. It should be fairly straightforward to make them default to the rep creating the job
4 votes -
If Contact is updated, Job should subsequently update.
If a Contact is updated in any way, the associated Job should subsequently update.
4 votes -
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 -
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.
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 -
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 -
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
- Don't see your idea?