Contacts & Jobs
210 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.
6 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.
4 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
8 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.
8 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.
5 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.
2 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
4 votes -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
5 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.
14 votes -
Add Most Recent Activity to Job Report
I would like to be able to add a "most recent activity" column to my job or contact board.
1 vote -
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 -
Subcontractor Access
Subcontractors should have access to review Work Orders, upload photos, review photos, and fill out forms. Once a subcontractor has been awarded a job, their dollar amount should be like a salesman and we should be able to see how much we have awarded and paid them to date and able to be filtered down by week, month, year, all time.
3 votes -
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 -
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.
2 votes -
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 -
Please make V2 available to the Canadian market
We are new to JobNimbus and have been onboarding with V2 but are now trying to use the system only to find that V2 does not allow up to input our contacts in our Canadian market. V2 only has drop down the menu for States (not provinces) and an option for zip code but not postal code.
2 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
3 votes -
Keep related box checked when checking it
It would be nice to have the related box stay checked
2 votes -
County Field
It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.
2 votes -
change order
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.
4 votes
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