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JobNimbus Feedback

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Contacts & Jobs

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304 results found

  1. Dispatch

    I would like be able to dispatch technicians to a job, keep track of their time on the job thru JN.

    1 vote

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    Viewed  ·  0 comments  ·  Jobs  ·  Admin →
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  2. Subcontractor Field on Cards in the Board View

    With the newly-added ability to add more information to the cards in the board view, we would like to be able to add the "subcontractor" field as well to see the info at first glance

    6 votes

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    0 comments  ·  Boards  ·  Admin →
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  3. Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.

    Allow us modify the list of sales reps to only show the sales people instead of the entire list of users; when creating a new job.

    1 vote

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  4. Increase or remove limit for custom field.

    Customer would like to have unlimited custom fields. A lot of the information they collect is based on custom fields. And he would also like to have a print option on custom reports since most of the information that he reports off of are from the custom fields and needs to print the report. He can download CSV or Excel but it takes time to clean the file.

    2 votes

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    0 comments  ·  Fields  ·  Admin →
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  5. Auto Populate Invoice Totals in Job Description

    The ability to auto populate the Approve Invoiced(Total) and Approved Invoice Balance Due in the Job description section. We would like it to automatically update and be accurate.

    1 vote

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  6. Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?

    Could you add another field under Lead Source so that we can add a persons name for word of mouth estimates?

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  7. move between contacts on the board without going back to the board

    Have the ability to scroll through contacts on the board without having to go back to the board. Something similar to the "next" button or "previous" button on Craigslist or Google photos. So if I am on the leads board and in a contact I can go to the next contact on that board without having to go back out to the board.

    6 votes

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  8. Merged data in Contact/Jobs

    Intake, Contact & jobs should be combined data. Not entering the same information multiple times. When a contact comes up all the information is listed and jobs are listed underneath with the email and job nimbus correspondence. Multiple pages are not necessary and require additional work for the rep.

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  9. Allow contacts to be added to lists based on a contact field.

    You could create a board with a list that populated based on a contact field instead of the “status”, This would let you create a “SUB WORKFLOW” for different departments that all need to keep track of different stages of the contact.

    For roofing, you could track the normal production progress on one board and have another that could track the stages of the supplement process. You could even have another for the collections process.

    1 vote

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    0 comments  ·  Boards  ·  Admin →
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  10. Creating a new job inherits the contact's company location

    When creating a new job under a contact on the mobile app, the location of the job should inherit the contact's location. Instead, it is defaulting to the first location on the list.

    2 votes

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  11. assigned to

    In the search bar when typing in a job number or job information, include the assigned inspector name in the results.

    1 vote

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    0 comments  ·  Fields  ·  Admin →
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  12. Keep Pictures in order

    The pictures need to be able to move around and put in a certain order. As a veteran adjuster most adjusters put pictures in a certain order. Front elevation, right elevation, rear elevation, left elevation, roof, interior. This will make every file the same and can send pictures to adjusters and they can follow much easier.

    9 votes

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    1 comment  ·  Jobs  ·  Admin →
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  13. Job Template information

    Have the ability when entering a job for it to have a box to input email and for it to automatically populate when sending an email.

    2 votes

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  14. Automatically adding the contact info based off the Lead Source.

    Automatically inputing a clients information into JobNimbus based off an email they got from their lead source.

    2 votes

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  15. Enable entry of customers with the same name and not have to modify

    We live in an area where many people have the same name. This creates a lot of difficulty for us when creating a new contact. We have to modify and it causes reporting issues for us. It would be great to have an "override" button for these customers.

    6 votes

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    1 comment  ·  Contacts  ·  Admin →
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  16. Custom field for URLs on Jobs

    Make it so we can create our own fields where we can put a website URL.

    3 votes

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    1 comment  ·  Admin →
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  17. Set user preference for drop down menu options on Activity page

    Have user set preference for drop down menu on activity page instead of having it default to User Activity every time.

    1 vote

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  18. Reoccurring Jobs

    Option to create reoccurring jobs would really help with our company we have customers that get the same job done every month with same time and date

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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  19. Customize Contact Boards

    It would be great if you could customize the colors and order of each contact board specifically to each user, rather than have it change for the entire team.

    5 votes

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  20. Automatically have multiple team members included in assigned field when creating a contact or job

    Automatically have multiple team members included in assigned field when creating a contact or job

    1 vote

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