JobNimbus Feedback

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Contacts & Jobs

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  1. Adding additional contact fields

    I very often have clients with multiple emails and contact information. Who doesn't have more than one email? I also have clients with multiple properties and one property is normally the billing address. We may be working on a different address for the property but need to send info to the billing address. I also have a couple clients that like to involve other family members for information. In one instance I am working on a daughters house and dad is the contact but not the owner. I have another with an elderly woman and I go through her daughter…

    11 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Opt out subcontractors contact from required contact fields.

    Currently adding a custom contact field and making it a required field will also effect any contact added for subcontractors. These fields are not necessary for my subs and it would be great if we could opt those sub contact creations out of the required field. Such as making custom fields workflow specific.

    1 vote
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add checkbox next to phone # to indicate primary point of contact

    The customer would like a checkbox next to a phone number to indicate it is the primarily point of contact of their customer.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Autopopulate Contact Info from a Job

    When adding a job based of a contact, the data for that contact autopopulates, doesn't work the other way around, linking a contact to a job doesn't autopopulate the data, this would be a great feature and is something BuilderTrend has

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. clickable link on mobile browser that allows me to call the contact directly.

    We use the mobile web browser to fit our needs. the mobile app doesn't always work for us. It would be nice if you could link the phone number in the contact to connect to my phones dialer app and call the customer.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. A way to map or autopopulate data from custom contact fields to jobs

    I'd like to be able to autopopulate the data entered into custom contact fields to the same custom fields for jobs. If there could be a setting to allow the fields to be mapped or to transfer the data over that would be very helpful.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Select multiple images to download into contacts on phone app.

    Currently on the Iphone Application we have to upload one image at a time to our contacts. Having the Ability to upload multiple images to our contacts would kill so much time and placing them in chronological order in Jobnimbus would be awesome.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Adding weather to clients Profile

    When a contact is pulled up, it would be awesome to see the clients zip code Weather (Week) Forecast and have a button that opens a window to see the radar in that clients general location. This will simplify scheduling appointments without taking the time into having to outsource that information for every single client we need to schedule an appointment / install for.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Different contact fields based on assigned workflow

    I would like to have different contact screens for different types of customers based on which workflow they are in. This way retail customers can have one set of contact fields, while insurance customers can have another set of contact fields, and so on.

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Exporting Contacts

    When exporting to csv file, the csv files uploads to excel with the full address in one column. Would like ability to download csv file so that when it is uploaded the street, city and zip are all in different columns.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Remove "Is Sold" column option from Contact List customization

    Since "Is Sold' was replaced with Stages, this should not be listed as an option for Contact list column customization

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Remove/Flag Duplicate Contact IDs When Importing from CSV

    When I import contacts from a CSV file, if they have the same IDs as existing contacts in JobNimbus there should be a warning/flag or a way to remove them from the import until the IDs are updated.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow us to edit pre-existing fields for Contacts, Jobs, and Work Orders

    I am trying to use Zapier with JobNimbus but zapier will only pull data from pre-existing fields from Job Nimbus, and not customized fields. It would be nice if we could edit the pre-existing fields so we don't have this issue.

    2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Search by Contact City

    Need to be able to search by Contact city.
    Contact street address is searchable, however I would like to see all Contacts per city.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Hide Contact Subtabs

    Give us the ability to hide certain contact subtabs. Also give us the ability to hide " + Add Job, + Add Task" at the top of the screen.

    With Jobs enabled we have no reason to create estimates docs pics, etc on the contact (parent) level. One, it's too much noise. Two, requires us to train on parent child relationships and why to use the child record rather than the parent.

    Because you don't give the option to for auto-generated unique id for the job name, we're requiring our team to use the customer name - 1, customer name…

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Delete Profile Pic

    Please advise how to delete a profile pic as our trainer (Ben Kirk) was not even aware that this was an issue.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Add more columns to material list quanities

    I would like to be able to customize the way the material list looks so I could add if material list comes back form the job by adding columns to the list.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Subcontractor contact list

    One feature I liked in coconstruct is their subcontractor's contact list including a place where I can upload their W9, insurance documents etc and assign expiration dates. So every time I look at the subcontractor's contact list I can see right away if one of these documents has expired. They also give the option of loading other documents this way.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. 2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to lock the Lead Source Field if it has been set by an admin.

    We would like the ability to lock the Lead Source Field to certain access profiles so that if the field was set by an Admin the field can't be changed by anyone other then an admin.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
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