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JobNimbus Feedback

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Contacts & Jobs

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How can we improve Contact & Job Management?

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3 results found

  1. Bulk add jobs to all contacts

    Ability to Bulk add jobs to every contact or select contacts

    3 votes

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    Gathering Feedback  ·  1 comment  ·  Jobs  ·  Admin →
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  2. Move Estimate from Contact to Job

    It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?

    111 votes

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    Gathering Feedback  ·  23 comments  ·  Jobs  ·  Admin →
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  3. Have a visual indicator to show when a job file hasn't been updated recently.

    Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.

    I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.

    22 votes

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    Gathering Feedback  ·  0 comments  ·  Jobs  ·  Admin →
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