JobNimbus Feedback

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Contacts & Jobs

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  1. 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.

    25 votes
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    Viewed  ·  4 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Job Merging

    Create a way to merge two Jobs together.

    6 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

    10 votes
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    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  10. export transaction records into excel

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

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    3 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  12. For multiple locations, the location field for the job and invoice needs to sync onto QBO invoice

    If you have multiple locations and you want to run profitability reports by location then you have to have the revenue from the invoices tagged by location and that location needs to sync to QBO. Right now the jobs have a location and the QBO invoice has a location, but they do not sync. So, in order to get your invoices that have synced from JN to QBO separated in QBO by location, you have to run a report in JN by location and manually change every invoice to the correct location.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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…

    9 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  14. When configured to use jobs, limit what entities can be attached to a customer

    We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

    When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

    We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

    8 votes
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    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    3 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  16. Make the canned email message for sending Documents editable

    We need you to make the canned email message for sending Documents editable (like you just did for emailing Estimates). Our company needs to convey more in an email message than the canned message. More importantly, we want a personal-looking signature so it looks less like spam.

    We currently don't use your easy "email" option because of this, even though by not doing so, I have to go in and manually change 3 statuses : Job>Proposed, Estimate>Sent, Contract>Sent.

    Keep up the excellent work~

    4 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  17. A way to assign my own Job #'s

    It is important that I can assign my own company job number once I have a signed contract. This number is not only my Job Number but is what I use for a P.O. when ordering materials and assigning to a sub-contractor. The numbering system that I currently use reflects the year and job count for that year. Example Job #19-23. Job was sold in 2019 and was the 23rd job of that year. This allows me to not only keep track of how many jobs I actually did but helps me to know when my warranties are up. As…

    2 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add a spot to put a clickable hyperlink in jobs

    In Contacts, if you put a hyperlink in the "website" field it shows as a clickable hyperlink when viewing the contact. In Jobs, there is no way that I am aware of to add a clickable hyperlink in the job info section. We use this feature when sharing JN Contacts or Jobs with other companies as a quick way to click a link and see everything that they have in their JN file for that customer.

    5 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automatically create a job

    When creating a contact, it should have an option to select after all information is entered to select if I want to create a job for this contact and it pulls relevant information to the Job from the Contact. IE. : I create a contact, there would be a button at the end, next to SAVE that says "SAVE CONTACT AND ADD A JOB", then it would pull the address, phone number, custom fields into the job. making it an easier flow of use and less typing and clicking.

    5 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to differentiate between job contacts and other contacts and give only lead contacttts job numbers

    The way we do our jobs is we have a contact, and under it we assign it a job. We often have multiple jobs under one contact because we consider the water remediation a job and the repairs a separate job. However, since they are under the same loss, same customer, they get the same job number with a different suffix. E.G. 19-1040-MIT Smith, and 19-1040-REC Smith. It would be really nice if you elect only your leads to get job #'s, and that you could assign the jobs under the contact the same job # with a different suffix.…

    2 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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