Contacts & Jobs
315 results found
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Being able to delete multiple photos at once, instead of one at a time
When will we have the ability to be able to delete multiple photos at once? It seems like a basic function. Keep an open mind?
We would love that, because all to often I will upload 100 of the wrong kind, and then I have to drudgely delete 100 .....one at a time. Lol, would love a work around.
3 votes -
Enter any "Amount" in Estimates and it Recalculates "Mark-up", while keeping QTY to # specified.
We would like to be able to enter a dollar amount of our choice in an estimate, under the "Amount" area, along with keeping the correct quantity in footage and it triggers the markup and price to go according to what we entered. Currently, we can not enter anything in the amount area at all, keep our footage of Qty, and it automatically adjusts the markup and the price based off what we decide to enter. QuickBooks does allow this. We can enter any amount we want to sell our product to the customer for and keep the Qty for…
1 vote -
ALL CONTACTS/EMAILS TIED TO JOBS, ESTIMATES, INVOICES, ETC. AUTOMATICALLY
When making a "Job" have ALL contacts/emails from the main contact be tied to the job. I can not remember each companies departments contact/email to have to add this manually each time. As we need to send our bid's, invoices, and emails to separate departments on a regular basis. These should automatically be options tied from the main account to the jobs, estimate, proposal, invoice, etc as an option to choose from.
1 vote -
Auto-save once an Estimate is started so you don't lose the work if the system glitch.
Auto-save for Estimates. Once you start an Estimate - auto-save so work isn't lost.
2 votes -
Save an Email Draft
Would love if the email could save as a draft until I'm fully ready to send. Sometimes I need to get an additional attachment to upload or need more info, but email is fully drafted.
3 votes -
Ability to create recurring monthly tasks instead of entering them manually every month.
Ability to create recurring monthly tasks instead of entering them manually every month.
6 votes -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
13 votes -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
4 votes -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
2 votes -
apluscontractorssean@gmail.com
Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.
2 votes -
Secondary Contact and Job Calling Option
Have a Secondary Contact option within the Job and the ability to One-Click Call them from the app. Having the contact's names next to each phone number would also be very helpful in this scenario.
2 votes -
Suggested Common Notes
When creating a note – Need a drop down window to select common used notes.
1 vote -
Custom Fields Mapped to Contacts
We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.
I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.
2 votes -
I want to be able to see all of our jobs pinned on Google maps in JobNimbus
I want to be able to see all our jobs on Google maps in JobNimbus. Sometimes homeowners request to see recent new roofs that we have completed that are nearby their home, but sometimes we don't know what the closest job is for them to drive by and see the new roof. Having a homeowner be able to see one our new roofs in real life is awesome, we send people to our recently completed jobs all the time, it works all the time when trying to close a new customer.
1 vote -
1 vote
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Search by Claim Number
When searching for clients, you can use the phone number, email, or name. You can never search by the Claim number. When adjusters call, they sometimes only refer to the claim number and not the insureds name. It would make it easier to type that in and find who they are calling about. Or when an email comes through and there is no name in that email, just the claim #.
2 votes -
Customize Share email
I'd like to be able to customize the email message that goes out when I use the Share feature.
1 vote -
reply all
When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....
2 votes -
search fields
Need to be able to search on any text string (including phone numbers) that appear in the contact card. Also if you used reg expressions to do searches that would be a good secondary hack.
1 vote -
Restrict Access to some profiles from editing contacts & jobs main information
We would like to be able to have our repair technicians see only the information needed for their current jobs and contacts, but not be able to edit or delete the information. They should still be able to leave notes, email, and upload pictures or documents. they should not be able to view any contacts or jobs that they are not assigned to.
1 vote
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