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JobNimbus Feedback

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Contacts & Jobs

37 results found

  1. Add Sections to Job Fields

    It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.

    2 votes

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  2. Ability to edit/expand the comment box for contact custom fields

    Ability to edit/expand the comment box for contact custom fields

    2 votes

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  3. Custom Equations for Custom Fields

    We use custom fields to track RCV, ACV, Deposits, Debits, and more. We would liek to create another field that can create an equations. For example, RCV - ACV - Deposits = Outstanding Balance.

    8 votes

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  4. Make assigned to a drop down

    I would like the assigned to field to be a drop down just like the sales rep field so you don't have to type a name.

    2 votes

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  5. Custom fields open more fields when filled

    It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.

    4 votes

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  6. Default "Shadow Text" in Fields

    Allow admin to create a default light colored "shadow text" that populates in fields to suggest the information or format that should be input.

    Example: a Job is asked to be entered as CUSTOMERLASTNAME-REPINITIALMMYY DOE-MA0222

    3 votes

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  7. Add Phone & Email as Contact/Job Field Types

    The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.

    3 votes

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  8. Contact information showing display name instead of true contact

    When creating an estimate, previously the "First and Last name" was used. Now the Display name is used. Can this be changed back to show the clients true information instead of a nick name?

    1 vote

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  9. Bigger Custom Field boxes to allow for more than one line

    I've created my own custom contact text field. 
    I'd like it to be like the description field, which allows for more than one line.

    2 votes

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  10. Built in field for inspection date and time

    We'd like to have a field for inspections, where we can add a date and time that shows up on the inspector's calendar. Feel free to call me to discuss this idea.

    2 votes

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  11. Dropdown Boxes / Toggles / Checklist options for material Orders & Work Orders

    Have material order and workorders have more customization (like the forms that we saw at JNSS21), I would love my work orders to have the ability to have a Yes/No checkbox and drop down box options, would save on multiple templates being created.

    3 votes

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  12. Hyperlink use with custom fields

    Customer would like a way to insert hyperlinks in custom fields.

    5 votes

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  13. Flag contact/job records when they have open tickets in a specific status

    We have a workflow and board for customer service jobs and our people need to know that a customer service ticket is open before calling a contact, so we'd like to have a red dot or a flag appear next to their contact and job name so we can always know when they have an open ticket. We need it to appear on their contact and jobs so that we can always know they have a ticket open from anywhere in JobNimbus.

    1 vote

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  14. Custom Field (Time Based)

    The ability to add a time based custom field like the way you can add a date custom field.

    3 votes

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  15. DIFFERENT CONTACT TYPES, DIFFERENT CUSTOM CONTACT FIELDS

    Our company's custom contact types are:
    Customer (default), Builder, Remodeler, Subcontractor, Vendor, Vendor Inside Rep, Admin, etc.

    We built custom job workflows for the jobs under each contact type.

    We need different custom fields for each type. Currently, JN does not offer that.

    7 votes

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  16. Multiple Phone Numbers for Users

    Have the option to place more than one phone number for each user.

    3 votes

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  17. Increase or remove limit for custom field.

    Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.

    2 votes

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  18. Auto Populate Invoice Totals in Job Description

    The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.

    1 vote

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  19. assigned to

    In the search bar when typing in a job number or job information, include the assigned inspector name in the results.

    1 vote

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  20. 6 votes

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