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Contacts & Jobs

35 results found

  1. Force "Job" creation under "Contact"

    A setting that forces a "Job" creation would be very helpful for us.

    Or....

    Eliminate the ability to create quotes, invoices and material orders from the "Contact" forcing everything to be done through a "Job"

    It is so easy to do a bunch of work under the Contact by mistake, with no way to transfer it to the correct job.

    Thank you for considering.

    5 votes

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  2. A place to identify a project manager, as the main assignee to the project.

    A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.

    Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.

    5 votes

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  3. Custom field that can be used as a web link

    Custom field that can be used as a web link to a 3rd party source. Our instance is linking to a project's property appraiser's details on their website. But I see this being used with potential links for other things like videos, real estate listings, and/or maps or survey websites.

    I would see it being deployed as the fields name, and a blue link just to the right that says " [ Link ]"

    4 votes

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  4. Populate address when creating a job on the mobile app

    On the new mobile app, when we create a job under a contact, the contact's address does not populate on the job like it does on the web app. We would like the address to populate instead of having to manually enter it every time we add a job under a contact.

    6 votes

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  5. Staying Put

    When I am viewing a Form Response (or work order, etc.) and I am done and hit the Back button, I would like to be taken back to the list of Form Responses instead of being taken to Activity. If I have several Forms to look at, it is exceedingly frustrating and inefficient to have to click on the Forms tab every single time. Just leave me where I'm at.

    1 vote

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  6. Auto Create Jobs

    When a Contact reaches a certain stage , say verbal agreement, allow for JN to auto create Job Object. Other CRMs have this with their respective objects. Would help office staff.

    4 votes

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  7. Drop Down List For Project Manager and Superintendents

    I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.

    1 vote

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  8. Option to auto-populate job-information from related-contact

    Option to auto-populate job-information from related-contact (In form of checkbox in the “create job” window).
    For our use of JobNimbus, we rarely have a contact that has different information than the contact. Because we use jobs, there is a lot of repetition when we have to re-enter the same contact information to the job in turn decreasing efficiency over time.

    1 vote

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  9. Be able to add notes, and schedule

    Whenever creating a contact/job being able to add a note and tag the salesman from that screen, also being able to schedule at the same time so when you save the job everything is done. Instead of saving the job still having to go add a note then having to still go under task to schedule.

    4 votes

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  10. Create SubFolders for Jobs

    It would be great if we could create subfolders under jobs so that photos and documents can be placed in each of the subfolders.

    For instance, we get a project for renovating 10 apartments. We call the project ABC apartments and under that we need to be able to create subfolders, one for each apartment so the pics and docs are easily separated.

    10 votes

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  11. Contact info under the job for job specific contacts.

    It would be nice to be able to list a specific contact under a job that is different than the parent or main contact name. For instance, when a property management company had different people managing different properties it can get confusing on how to organize the info. ie: Bigg Properties is the main billing contact. John is the rep for project A. Jamie is the contact for project B. I can link each contact to the job and keep the primary contact as Bigg Properties but when Im creating proposals I have to manually go in and type in…

    3 votes

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  12. Custom Auto-Generated Job Name

    we can set a template for the jobid for generation, but the actual job name is not customizable and only carries over the customer name. For instance, our company has had a project naming system that included contract details and address details in the jobid. We will be taking away that now, but our job names would look like Smith Project 22-06123-D4 or Wick (Main) Project 22-06321, Main referencing the street they live on, the numbers 321 in the JobID being the street number.

    The main reason for including the JobID in the name is we may have multiple projects…

    2 votes

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  13. In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO

    In Work Order tab:

    1. To customize the columns (trying to keep the same start date, which is the only one showing, but using the end date to reflect the progress (using the status changes, e. g. Start status: 7/1, In-Progress status: 7/3, Completed status: 7/5) therefore we can use the Start & End dates to create Gantt chart.

    2. To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.

    3. Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…

    1 vote

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  14. 3rd tier of Customer/jobs

    We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.

    1 vote

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  15. 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

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  16. "Related contact" vs "add contact" in jobs

    Ability to add a "related contact" to a job without having to "edit" the job instead of "add contact" (which doesn't even attach to the job) that is currently an option under the 3 dots in jobs.

    1 vote

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  17. Email field for Job

    Have the Job template information to include email. That way when an automation is trigger it will send to that email that is associated to the job as well as related contacts

    7 votes

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  18. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    1 vote

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  19. Would be great to have a "Quick Filter" on the jobs and contacts screen

    Would be great to have a "Quick Filter" on the jobs and contacts screen so that it's easier to filter down by any active column that is on the current view.

    2 votes

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  20. Dispatch

    I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.

    1 vote

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