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JobNimbus Feedback

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Contacts & Jobs

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46 results found

  1. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    We distribute leads based on where the sales reps have been working.
    It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)

    147 votes

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    Viewed  ·  26 comments  ·  Maps  ·  Admin →
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  2. Bulk/Batch Edit

    Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.

    • Assign, un-assign, reassign team members
    • Change status of several items at once
    • Mark multiple tasks as complete
    • Tags
    72 votes

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    Viewed  ·  21 comments  ·  Contacts  ·  Admin →
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  3. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    65 votes

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    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  4. Companies (parents to Contacts)

    • Allows Contacts to inherit attributes from Companies
    • Several Contacts under one company
    • Associate a Company with a Job
    • Communicate with all Contacts under Company at once

    59 votes

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    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

  5. Checklists

    Also include option to make required before changing status.

    We have a fairly extensive workflow list (over 40 items) for one of our job types. I have struggled whether to build the list "past tense or future tense" with steps that "still need to be done" or "have been done" ex: Need to Order Permit vs. Permit ordered. The issue is if a job has a workflow status that has been completed (Permit ordered) its not really displaying what i need to do next. Also a problem is if we do steps out of turn which often happens then we…

    54 votes

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  6. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    36 votes

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    3 comments  ·  Boards  ·  Admin →
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  7. Custom Fields by Type (Contact, Job, WO)

    Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.

    34 votes

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    13 comments  ·  Fields  ·  Admin →
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  8. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    29 votes

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    Viewed  ·  2 comments  ·  Fields  ·  Admin →
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  9. Equipment Tracking

    It would be great if I could track equipment on the job. Right now, I have a tough time keeping track of where things are.

    28 votes

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    Viewed  ·  4 comments  ·  Maps  ·  Admin →
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  10. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    27 votes

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    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
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  11. Formatting for Notes Text

    Bold, Italic, Underline, color, etc.

    It would be nice to be able to bold or change the color of text in notes to make them stand out

    26 votes

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    Viewed  ·  6 comments  ·  Activity & Notes  ·  Admin →
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  12. GPS tracking for trucks/crews

    It would be more efficient if we could track our trucks with GPS.

    25 votes

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    Viewed  ·  3 comments  ·  Maps  ·  Admin →
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  13. Central Tag Editor

    A way is needed to edit and delete tags that are created so when they are no longer in use or duplicated for some reason we can get rid of unnecessary ones and change spelling or punctuation on existing ones.

    21 votes

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    Viewed  ·  4 comments  ·  Tags  ·  Admin →
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  14. More than 10 Jobs in list view

    More than 10 Jobs in list view

    19 votes

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    Viewed  ·  1 comment  ·  Admin →
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  15. Restrict Moving Job out of Certain Statuses (Protected Statuses)

    • Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
    18 votes

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    Viewed  ·  6 comments  ·  Jobs  ·  Admin →
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  16. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    17 votes

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    Viewed  ·  4 comments  ·  Activity & Notes  ·  Admin →
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  17. Activity should include Automation events, notifications

    We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done

    17 votes

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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Admin →
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  18. Import Contacts from iPhone, vCard, Contacts apps

    Self explanatory. Going through cdv?

    14 votes

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    2 comments  ·  Contacts  ·  Admin →
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    Update: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.

    We will continue to move towards these other contact import options going forward.
    -
    We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.

    I’ll let you know as we get closer, but we don’t have a date to announce at this time.

  19. 'Records Per Page' Setting in Contacts/Jobs List View

    When viewing the list of jobs on the jobs database, it only displays 10 at a time. I see there is a place to customize the "list" however it doesn't give me the option to choose how many are displayed. I'd like to have the option on here to adjust the number of jobs displayed just like we can in reports.

    13 votes

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    Viewed  ·  1 comment  ·  Admin →
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  20. When configured to use jobs, limit what entities can be attached to a customer

    We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

    When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

    We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

    12 votes

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    Viewed  ·  4 comments  ·  Jobs  ·  Admin →
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