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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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22 results found

  1. Subcontractor contact list - see important documents quickly

    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.

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. 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.

    2 votes

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