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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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243 results found

  1. Have multiple Sales Reps linked to a Contact/Job record

    Sometimes there will be split deals where there are multiple Sales Reps for one job. Currently, only one Sales Rep can be linked to a Contact or Job.

    14 votes
    0 comments  ·  Fields  ·  Admin →
    How important is this to you?

  2. Duplicate/Clone a Board

    I would like to be able to duplicate/clone an existing Board rather than having to manually create it again.

    20 votes
    0 comments  ·  Boards  ·  Admin →
    How important is this to you?

  3. The ability to show job/contact description on the board

    A way to view the description of a job/contact on the board view.

    6 votes
    1 comment  ·  Boards  ·  Admin →
    How important is this to you?

  4. Ability to rearrange or move the tabs under a Job/Contact

    I would like the ability to rearrange the tabs under Jobs/Contacts. The first tab that you see is Activity as a default, but I want to see Job Tasks first. If we could move all of the tabs around to be in order of importance for us, that would be great.

    7 votes
    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

  5. Lead Importance with Color Coding

    Ability to add an urgency notification that we color code (Urgent - Red) to jobs so the PM's know that the customer needs to be called back immediately.

    3 votes
    0 comments  ·  Admin →
    How important is this to you?

  6. Conditional Field for Contacts and Jobs

    The Job and Contact pages can be too long, especially with custom fields. It would be great to have conditional fields that only show based on previous selections.

    Example: If there is an Insurance Company listed, show insurance fields. If there is no Insurance Company listed hide insurance fields.

    43 votes
    Viewed  ·  5 comments  ·  Fields  ·  Admin →
    How important is this to you?

  7. Customize "Sales Rep" Field Name

    The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

    3 votes
    0 comments  ·  Fields  ·  Admin →
    How important is this to you?

  8. Job Merging

    Create a way to merge two Jobs together.

    11 votes
    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

  9. Add related contact to job without all of the related contact's previous emails being posted on your new job.

    I have a board with all of my suppliers on it as contacts. When I create a new job, I would like to be able to add the supplier I will be using for this customer as a related contact and only see emails to and from this supplier that are relevant to the job I have just created.

    4 votes
    0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

  10. More than 10 Jobs in list view

    More than 10 Jobs in list view

    19 votes
    Viewed  ·  1 comment  ·  Admin →
    How important is this to you?

  11. Allow different email and phone on job

    I would like to see an additional email and phone number in the jobs. Some jobs under a contact might have a different person of contact from other jobs. Example of this would be, we are currently dealing with a large property management company that pays the bills, but has 3 managers that are in control of a certain amount of buildings. I would like to be able to leave the primary contact as the property management company with their information and then be able to put the specific managers info in the jobs for direct communication with them. I…

    28 votes
    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
    How important is this to you?

  12. 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.

    10 votes
    Viewed  ·  1 comment  ·  Contacts  ·  Admin →
    How important is this to you?

  13. Referral Name Textbox for Lead Sources

    I would like the lead source option "Other" to give sales reps a field to enter a name. Currently I have a custom field for "Referral Name," but I have to run two separate reports (built-in and custom) to get a detailed view of my lead sources.

    9 votes
    Viewed  ·  1 comment  ·  Fields  ·  Admin →
    How important is this to you?

  14. Multiple Statuses for Jobs/Contacts

    For example, if we collected a payment, while waiting on status of an inspection, I would like to have 2 statuses active showing that we did collect the payment, and that we are still waiting on inspection.

    5 votes
    Viewed  ·  0 comments  ·  Admin →
    How important is this to you?

  15. click on address on profile card and a new window opens showing on Google maps (web browser version)

    using web version - click on address in either profile card or job task and a new window opens to Google maps. Acculynx has this feature and it is awesome.

    11 votes
    0 comments  ·  Maps  ·  Admin →
    How important is this to you?

  16. When configured to use jobs, limit what entities can be attached to a customer

    We need the option to disallow creating, financials, attachments, etc when JobNimbus is configured to use Jobs.

    When a customer record is selected, it should only show the list of jobs related to the customer and have the ability to create a new job.

    We often have salesmen attach documents and financial info the the customer record instead of the appropriate Job. You can't move them, so it is delete and redo.

    12 votes
    Viewed  ·  4 comments  ·  Jobs  ·  Admin →
    How important is this to you?

  17. Pin important Notes to top of activity

    It would be nice to be able to flag or pin important notes that would stay at the top of the activity so important items do not get buried

    89 votes
    12 comments  ·  Activity & Notes  ·  Admin →
    How important is this to you?
    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Great idea! Thank you for your suggestion.

    The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.

  18. Option to make Built-In Fields Required/Mandatory (e.g. Lead Source)

    Really need to be able to require specific fields in the contact & job information, ESPECIALLY lead source.

    96 votes
    Gathering Feedback  ·  21 comments  ·  Fields  ·  Admin →
    How important is this to you?

  19. Quick Actions for Board Cards

    When updating cards on the job boards, it would be immensely helpful to have a few quick actions available if you right-click on the card. Some ideas would be:
    1. Edit Start/end date.
    2. Move to - [choose status] - for some of our longer boards it would alleviate the scrolling to the appropriate list.
    3. Mark Subcontractor/Crew as Complete - allow us to mark a sub as complete to help with progress tracking. This feature could put a line through the subcontractor circle, bonus points if we can add the date it was completed!
    4. Make a note: It…

    40 votes
    Gathering Feedback  ·  3 comments  ·  Boards  ·  Admin →
    How important is this to you?

  20. Increase Custom Field Option List Capacity

    I need more than 35 text and options list in Custom Fields. I have important information that needs to be conveyed to everyone. Preferably I should have unlimited text and options lists.

    12 votes
    3 comments  ·  Fields  ·  Admin →
    How important is this to you?
    Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Thanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?

    Let us know and we’ll see what we can do. Thanks!

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