Contacts & Jobs
7 results found
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"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.
2 votes -
Dispatch
I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.
1 vote -
Also viewing
It would be helpful if there were a "UserName is also viewing this" notification if you open a job or try to edit an invoice/work order/estimate that another team member is using. We have had situations where edits were lost or communication crossed when two people were in a file at the same time. I do appreciate that multiple people can use a job at the same time, but a shared user notification would eliminate some issues.
1 vote -
Job Merging
Create a way to merge two Jobs together.
11 votes -
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…
28 votes -
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.
12 votes -
Restrict Moving Job out of Certain Statuses (Protected Statuses)
- Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
18 votes
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