Contacts & Jobs
17 results found
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Add gate code in the address field
It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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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 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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Hyperlink use with custom fields
Customer would like a way to insert hyperlinks in custom fields.
5 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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 voteMerged with other ideas, fixed, or declined.
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Multiple Phone Numbers for Users
Have the option to place more than one phone number for each user.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Custom Field (Time Based)
The ability to add a time based custom field like the way you can add a date custom field.
3 votesMerged with other ideas, fixed, or declined.
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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 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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assigned to
In the search bar when typing in a job number or job information, include the assigned inspector name in the results.
1 voteMerged with other ideas, fixed, or declined.
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A different interface for different contact types.
It would be nice if each type of contact had their own contact fields.
for example: Insurance Claim customer VS. Cash deal or
Commercial Roofing VS. Residential
Vendor VS. Subcontract
In our job nimbus the contact fields were set up for insurance claims-Roofing. But not all contacts need all of these fields4 votesMerged with other ideas, fixed, or declined.
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Ability to Create new Subcontractor when Selecting Subs
Have the ability to create/add new subs on the fly!
3 votesMerged with other ideas, fixed, or declined.
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Include U.S. Virgin Islands in State picker
USVI set up as a state
1 voteNot enough community interest.
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Search by Contact/Job Number when adding Related Link
Be able to search by the contact and/or job number when adding a related contact or job.
1 voteNot enough community interest.
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Job Addresses different from Contractor
As a gutter contractor I have roofing contractors as my customers and multiple jobs for each contractor.
As a result, it won't map the job address or include it in the calendar. I have to put the job address in the name of the customer.
It really should map the job not the associated contractor.6 votesNot enough community interest.
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