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Contacts & Jobs

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304 results found

  1. Private Job Fields

    We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.

    13 votes

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  2. Print a PDF of a signed or blank proposal.

    Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.

    3 votes

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  3. Ability to create recurring monthly tasks instead of entering them manually every month.

    Ability to create recurring monthly tasks instead of entering them manually every month.

    4 votes

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  4. search fields

    Need to be able to search on any text string (including phone numbers) that appear in the contact card. Also if you used reg expressions to do searches that would be a good secondary hack.

    1 vote

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    1 comment  ·  Fields  ·  Admin →
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  5. Required Field When Moving a Job to Lost

    When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.

    1 vote

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  6. Note Section in Job Details

    Can you add a note section above the job number where we can put special instructions like:
    We are supplying materials
    Lockbox code
    Need to bring extra ladder
    and so on and so forth

    1 vote

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  7. apluscontractorssean@gmail.com

    Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.

    1 vote

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  8. Contact Workflow Visibility with Jobs V2

    I would like to be able to make my contact workflows visible by "assignees" only while using Jobs V2, but currently this is not an option as there is no field to add the assignee when creating a contact with Jobs V2.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  9. Photo Download or Print

    Select certain photos to download or print without having to download them all and click on each individual photo.

    3 votes

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  10. I can add a job type to a contact but not to the job associated with the contact

    I can add a job type to a contact but not a job type to the job associated with the contact

    1 vote

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  11. Secondary Contact and Job Calling Option

    Have a Secondary Contact option within the Job and the ability to One-Click Call them from the app. Having the contact's names next to each phone number would also be very helpful in this scenario.

    1 vote

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  12. 1 vote

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  13. Custom Fields Mapped to Contacts

    We are trying to find a good way of tracking our referrals. In Job Setup, we have the field “Lead Source” with a drop down list. One of the options on the list is “Referral: Please Specify” and then we have to add the name to a custom field below called “Referral Name”.

    I would like to make that custom field “Referral Name” so that we can select one of our contacts, like we do with the “Related Contacts” field. Right now we can only enter text.

    1 vote

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  14. Leadflow Distribution

    I would like to be able to evenly and automatically distribute leads to my sales reps

    1 vote

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  15. Search by Claim Number

    When searching for clients, you can use the phone number, email, or name. You can never search by the Claim number. When adjusters call, they sometimes only refer to the claim number and not the insureds name. It would make it easier to type that in and find who they are calling about. Or when an email comes through and there is no name in that email, just the claim #.

    1 vote

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  16. Save an Email Draft

    Would love if the email could save as a draft until I'm fully ready to send. Sometimes I need to get an additional attachment to upload or need more info, but email is fully drafted.

    1 vote

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  17. First and Last Name for Related Contacts in Jobs

    When viewing a job, I would like both the first and last name AND the display name to be showing in the related contact section in the top right-hand corner. Currently it only shows display name.

    1 vote

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  18. Deleting Products & Services

    There has to be a way to delete products and services you do not want. Currently you can hide them, but they are still in the system. Someone within the company or JobNimbus should have the ability to remove unwanted products from their account. I can delete an entire job, with all the history in it, but can't delete a product?

    2 votes

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  19. Subcontractor Access

    Subcontractors should have access to review Work Orders, upload photos, review photos, and fill out forms. Once a subcontractor has been awarded a job, their dollar amount should be like a salesman and we should be able to see how much we have awarded and paid them to date and able to be filtered down by week, month, year, all time.

    2 votes

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  20. Sub Lead Source

    Looking to edit the lead source abilities. We would like to have a company name as a lead source and then have all of the team members listed under that company as a sub lead source.

    1 vote

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