JobNimbus Feedback

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Contacts & Jobs

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  1. Searchable field for Insurance Clam #

    It would be so very helpful to have a searchable field dedicated to Insurance Claim # (We receive a myriad of calls from Insurance Companies, who only leave the claim # when they call and leave voice mail messages. Would help tremendously to be able to search by the claim # so we can locate a file much more quickly :-) Thank you!

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Can email addresses please transfer from Contact to Jobs. We work out of Jobs only and would be useful for reporting.

    Can email addresses please transfer from Contact to Jobs. We work out of Jobs only and would be useful for reporting.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  3. The ability to create a custom tab under jobs

    The ability to add a custom tab you can name under jobs such as "Equipment"

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  4. Autofill custom fields

    Custom fields made within the contact should be linked to the jobs created out of the contacts as well. Currently, the only thing that auto-populates out of the contact when creating a job is the standard fields and we are having to go in and once again, manually enter these custom field information into the jobs too.

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to rearrange or move the tabs under a Job/Contact

    I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.

    3 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  6. View contact info in job

    Inside a job, I would like to see the primary contact's name, phone #, email address, etc. This would make things easier because you wouldn't have to leave the job screen to get that info. Plus, I am a Natural Forms user, and I cannot import those fields into my forms because they do not exist at the job level.

    40 votes
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    Viewed  ·  4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. GPS coordinates should populate to Jobs from Contacts for Job Report

    I can add the GPS Coordinates column on a Contact Report, but when I add it to a Job Report it doesn't pull anything, even if the address is the same as the Contact.

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Job Merging

    Create a way to merge two Jobs together.

    9 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. Job number should be listed in format used for email tagging

    When looking at the job screen, the job number is listed in the lower right corner. It would so helpful if the number was listed in the format we need to tag the job when sending emails. This would allow for a quick copy/paste.

    [Job #20-4797] rather than #20-4797

    Many times a customer will email us outside of Job Nimbus and we want to make sure the conversation is recorded so we'll CC our jobnimbus email address and add the job number in the subject line to help with this.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. Have Contact name, email, phone auto populate Job Owner Name, email and phone.

    Have Contact name, email, phone auto populate Job Owner Name, email and phone. It's a pain to have to duplicate this info manually.

    13 votes
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    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automation for Status Change

    to have the automation for status changes with out having to move the job on the board. Example; once the work orders are complete it sends it in the next stage of the work flow, AR. Since the jobs don't have invoicing until the work is complete them it would make since for the job move to AR. Or, automation to move the job to closed once the invoice is paid in full by the client

    You can do this with the parent, but not the job workflow.

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to add a drop down boxes custom field

    I would like to have the option to have a drop down box also to Insurance Company name, just like the SUBCONTRACTORS or CONTACT NAME dropbox. it would be a problem solution for people not writing wrong IC names. We can save all our companies there and then we could just pick from what is saved on that field.
    The more detail and organized in JOB info is better.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  14. Days created aging in all jobs

    A way to be able to see how many days a job has been open since created and not just in status

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  15. export transaction records into excel

    It would be great to export estimates, invoices, payments, etc into CSV format.

    2 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Filter Jobs with a board to view all jobs or jobs assigned to me.

    Would like to have the ability - if the admin has turned on the ability for users to view all jobs in boards - Give the individual user the ability within boards to show all jobs or just jobs that are assigned to them.

    We have a lot of jobs and employees - We don't want to handicap users by only allowing them to see just jobs assigned to them - there are many times that they need to see all jobs to have an idea of what's going on - but at the same time, it would be good…

    5 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  17. accurate Budget and Financial Document conversions

    We have the ability to enter (our) cost and sell price on Products and services and even break down material and labor. Then we can use this to create an estimate. We can then convert this to a budget, work order and Invoice. But when converting to a budget, it would be nice to auto populate our expected cost and sell prices from our item lists to create the budget. When a budget is converted to a work order, it should pull the labor price from the item list. When it is converted to a material order, it should pull…

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    13 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Convert Contact into Job

    It would be nice to take a contact and turn it into a job and attach it to another contact. Sometimes my guys create a contact that is a duplicate contact that has multiple jobs. It would be nice to be able to take that contact and attach it to the duplicate as a job.

    5 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add related contact to job without all of the related contact's previous emails being posted on your new job.

    I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.

    1 vote
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