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JobNimbus Feedback

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Contacts & Jobs

4 results found

  1. 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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    Gathering Feedback  ·  0 comments  ·  Jobs  ·  Admin →
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  2. 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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  3. 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?

    110 votes

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    Gathering Feedback  ·  23 comments  ·  Jobs  ·  Admin →
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  4. 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.

    20 votes

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    Gathering Feedback  ·  0 comments  ·  Jobs  ·  Admin →
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