Contacts & Jobs
16 results found
-
Move Estimate from Contact to Job
It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?
110 votes -
Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)
Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.
81 votes -
Second "primary contact" on the contact with additional phone number and email fields
Second owner on the contact with additional phone number and email fields
42 votes -
Activity Default to "All" instead of "User Created"
We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.
27 votes -
Have a visual indicator to show when a job file hasn't been updated recently.
Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.
I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.
20 votes -
In boards, sort cards in columns with subheadings using tags
In Boards- Have the ability to organize cards inside the columns with subheadings.
Create more ways to sort the cards inside columns. Would like to add a filter for tags in these columns.13 votes -
allow customizing of contact information page.
Be able to customize the contact information page, so each business can have the information that is pertinent to there business and in the most logical order.
10 votes -
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 -
Map that shows previous job locations
Add a map feature to JobNimbus that shows location data points for previous completed jobs.
5 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.
-
Customize Stage options
Would like to set up custom stages
4 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
add the filter for "Outstanding Estimates Total" on boards
Have the option to add the filter for "Outstanding Estimates Total" on boards
3 votes -
Bulk add jobs to all contacts
Ability to Bulk add jobs to every contact or select contacts
3 votes -
Create New Job under existing Customer via Email
Similar to how you can send an email to JobNimbus today to add things to an a job. I would like to be able to include in my subject line something like [Customer#1234,Job#NEW] and a new job be create under that customer. I would need to have a created field template or required sync edit to make sure all my required or unique fields are populated but it would save time when I am getting estimates request or repeat work from the same customer.
2 votes -
Add notes to a board
I would like to be able to add notes to a Contact/Job board.
1 vote -
Hide contact ID
The ability to be able to hide the contact ID on the contact file page.
1 vote
- Don't see your idea?