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JobNimbus Feedback

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Contacts & Jobs

53 results found

  1. Create/Allow Custom Creation of Tabs Adjacent to Work Orders tab. (See Photo)

    Devs/Forum Admin: In many different iterations, this issue has been raised by other users. I'd like to propose a solution to solve all the different feedback proposed in regards to this meta-issue. I'll link to similar feedback below. Please note this fix would solve a major problem JN has in opening up marketability to a specific class of roofing contractor. Insurance Restoration Contractors who perform 85%+ insurance work rather than retail typically opt for systems like JobProgress, Acculynx, & GiddyUp as you can get a sense for if you spend 5 minutes searching through FB groups such as Level The…

    3 votes

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    0 comments  ·  Contacts  ·  Admin →
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  2. Improve flow of setting up job/contact

    Intuitive flow on setting up a contact and jobs. 1. You have two tabs for adding contacts on the contact page. If the correct one is not chosen they will not connect to original intake and not appear on the sales funnel. Your training description read choose upper right corner. They are both in the upper right corner. This is extremely confusing and causes a great deal of problems as the jobs and followup move forward. 2. There needs to an ability to delete as well as add product. That is not in your guide. Your user guide is NOT…

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  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.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  4. 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…

    21 votes

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    1 comment  ·  Contacts  ·  Admin →
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  5. 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.

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
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  6. Make Contact Task Tab Sortable

    Would like to see the option to sort my Tasks from Newest to Oldest to increase visibility of urgent Tasks

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  7. 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.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  8. 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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  9. 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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    0 comments  ·  Contacts  ·  Admin →
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  10. Connecting Work Orders with Their Subcontractors

    It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.

    8 votes

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    Viewed  ·  0 comments  ·  Contacts  ·  Admin →
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  11. Different Fields for Different Contacts

    Since Customers, Subcontractors, Suppliers, and Adjusters are all (for some reason) under the umbrella of "Contacts," we really need a way to keep our Custom Fields separated by Contact type.

    For example, I don't have any need to input a field for a Customer, when I am entering a new Supplier or Adjuster.

    7 votes

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    0 comments  ·  Contacts  ·  Admin →
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  12. Bulk/Batch Edit

    Have bulk (batch, mass) update and edit capabilities for contacts, jobs, etc.

    • Assign, un-assign, reassign team members
    • Change status of several items at once
    • Mark multiple tasks as complete
    • Tags
    72 votes

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    Viewed  ·  21 comments  ·  Contacts  ·  Admin →
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  13. Import Contacts from iPhone, vCard, Contacts apps

    Self explanatory. Going through cdv?

    14 votes

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    2 comments  ·  Contacts  ·  Admin →
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    Update: You can almost always export your contacts from contact apps, even Mac contacts syncing with iPhone, etc into a CSV which you can then import into JobNimbus.

    We will continue to move towards these other contact import options going forward.
    -
    We’re planning to add them new fangled contact import integrations (Apple/iCloud, Google, etc.) in the future.

    I’ll let you know as we get closer, but we don’t have a date to announce at this time.

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