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JobNimbus Feedback

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Contacts & Jobs

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207 results found

  1. Be able to call all Contacts directly from the job (not just the primary contact) from the app

    Currently, WHILE USING THE APP when there is more than one contact attached to a job you can only call the primary contact directly from that job (not the secondary contact). There is a work around which would be to go into "Details" and click on the secondary contact and call from there. However, the problem is that then the notes from that phone call store under the contact and not the job (we are aware to relate the contacts and then when in the job click the “related” button and from there all notes from any attached/related contacts or…

    4 votes

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    2 comments  ·  Jobs  ·  Admin →
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  2. Change job name default

    Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.

    10 votes

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    2 comments  ·  Jobs  ·  Admin →
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  3. 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.

    4 votes

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    0 comments  ·  Fields  ·  Admin →
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  4. 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.

    6 votes

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    0 comments  ·  Jobs  ·  Admin →
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  5. Add Most Recent Activity to Job Report

    I would like to be able to add a "most recent activity" column to my job or contact board.

    2 votes

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    0 comments  ·  Jobs  ·  Admin →
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  6. 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 #.

    3 votes

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    1 comment  ·  Admin →
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  7. Icon of Sales Rep on Boards

    I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.

    6 votes

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    0 comments  ·  Boards  ·  Admin →
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  8. Not Require Adding a Phone Number and Email when adding a Contact.

    On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.

    2 votes

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    1 comment  ·  Jobs  ·  Admin →
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  9. 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.

    15 votes

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    0 comments  ·  Jobs  ·  Admin →
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  10. Backdate Stage Dates on Insights

    I would like to be able to manually change the stage date shown on Insights.

    4 votes

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  11. Unwanted auto Assigning people to jobs

    Assigning a person to a specific job or task automatically assigns them to the contact file as well. I was told it was intentional and could not be changed.

    This continues to be an issue, because we assign specific jobs to subcontractors, but we don't want them to be assigned to the main contact's file. It also has a minor annoyance when adding tasks for office staff, as manually adding a task will assign the person to the contact, but our office staff are Admin level and do not need or want to be assigned to specific contacts

    1 vote

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  12. Persistent Issue with Merge Feature

    I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.

    The main problems are:

    Inability to email merged clients directly from JobNimbus.
    Loss of access to templates and client history post-merge.
    These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading…

    1 vote

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  13. 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.

    2 votes

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  14. 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.

    3 votes

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    1 comment  ·  Admin →
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  15. Customize Board Column Width

    I would like to be able to make board columns wider, if needed.

    4 votes

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    1 comment  ·  Boards  ·  Admin →
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  16. Have the option to assign a sales rep to a contact when creating a Job in Jobsv2

    I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.

    2 votes

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  17. reply all

    When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....

    2 votes

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  18. Properties Menu For A Single Contact

    When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  19. Please make V2 available to the Canadian market

    We are new to JobNimbus and have been onboarding with V2 but are now trying to use the system only to find that V2 does not allow up to input our contacts in our Canadian market. V2 only has drop down the menu for States (not provinces) and an option for zip code but not postal code.

    2 votes

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    Started  ·  1 comment  ·  Admin →
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  20. Photo Download or Print

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

    4 votes

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