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JobNimbus Feedback

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Contacts & Jobs

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304 results found

  1. GPS tracking for trucks/crews

    It would be more efficient if we could track our trucks with GPS.

    25 votes

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    Viewed  ·  3 comments  ·  Maps  ·  Admin →
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  2. 3 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  3. Companies (parents to Contacts)

    • Allows Contacts to inherit attributes from Companies
    • Several Contacts under one company
    • Associate a Company with a Job
    • Communicate with all Contacts under Company at once

    59 votes

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    This definitely seems like something we would do as part of “Company” support where if only a Company name is added, then it would change to a Company icon rather than a Contact icon.

  4. 'Records Per Page' Setting in Contacts/Jobs List View

    When viewing the list of jobs on the jobs database, it only displays 10 at a time. I see there is a place to customize the "list" however it doesn't give me the option to choose how many are displayed. I'd like to have the option on here to adjust the number of jobs displayed just like we can in reports.

    13 votes

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    Viewed  ·  1 comment  ·  Admin →
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  5. Activity Default to "All" instead of "User Created"

    We would prefer if the activity for a job populated to "All" instead of "User Created" (or make a setting to change in back end) because we have to change it every time to get "all" the information for a job; thus, defaulting to show you/us everything relevant, instead of only the user created items.

    27 votes

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  6. Custom Fields by Type (Contact, Job, WO)

    Custom fields should be linked to the contact type (the same should apply to job type, and WO Templates as well). This way we can have custom fields based on the contact type we are using. Instead of fields that aren't applicable to the contact type.

    34 votes

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    13 comments  ·  Fields  ·  Admin →
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  7. Checklists

    Also include option to make required before changing status.

    We have a fairly extensive workflow list (over 40 items) for one of our job types. I have struggled whether to build the list "past tense or future tense" with steps that "still need to be done" or "have been done" ex: Need to Order Permit vs. Permit ordered. The issue is if a job has a workflow status that has been completed (Permit ordered) its not really displaying what i need to do next. Also a problem is if we do steps out of turn which often happens then we…

    54 votes

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  8. Multi-Select Dropdown Option Field Type

    I love the new "Option" Field in JN, however, I would like to see another field or an option when creating this field to allow users to select as many as they want from the dropdown.

    My current work around is to create two or more separate Option fields. It is a little overwhelming though how long the "Edit Job" or "Edit Contact" screen appears when you have so many fields added to it, especially when it could be condensed by allowing this suggestion of a "Check all that apply" type field to be added.

    8 votes

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    Viewed  ·  0 comments  ·  Fields  ·  Admin →
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  9. Restrict Moving Job out of Certain Statuses (Protected Statuses)

    • Is there a way to restrict a team member from pulling a job out of a status with in the workflow. For example if our simple work flow is lead – contract – permit – production – invoicing. Can we make it so only one person or Access profile can pull job out of the permit status regardless of where they place it (forward / backward / skip ahead). We want to make sure things aren’t being forced ahead until a specific task is completed.
    18 votes

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    Viewed  ·  6 comments  ·  Jobs  ·  Admin →
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  10. Formatting for Notes Text

    Bold, Italic, Underline, color, etc.

    It would be nice to be able to bold or change the color of text in notes to make them stand out

    26 votes

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    Viewed  ·  6 comments  ·  Activity & Notes  ·  Admin →
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  11. Activity should include Automation events, notifications

    We have automated notifications that are emailed to our clients. The System created activities should include copies of those emails send out or at least a note that it was done

    17 votes

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    Viewed  ·  3 comments  ·  Activity & Notes  ·  Admin →
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  12. Second "primary contact" on the contact with additional phone number and email fields

    Second owner on the contact with additional phone number and email fields

    41 votes

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  13. Way to Prevent Adding Items to Contacts when Jobs are Enabled

    We use jobs and have all records contained within jobs. It would be great if, when jobs are activated, there would be a pop-up saying "Are you sure you want to record this estimate/invoice etc. under the Contact?" or some other fail-safe as a visual reminder for our users. Alternatively, being able to move a recorded estimate/invoice from the Contact level to the Job level would also suffice.

    8 votes

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    Viewed  ·  3 comments  ·  Admin →
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  14. Central Tag Editor

    A way is needed to edit and delete tags that are created so when they are no longer in use or duplicated for some reason we can get rid of unnecessary ones and change spelling or punctuation on existing ones.

    21 votes

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    Viewed  ·  4 comments  ·  Tags  ·  Admin →
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  15. Allow Customization of Field Layout in Contacts, Jobs, Tasks

    Allow users to move the fields around (order of them) when adding, editing, and viewing Jobs and Contacts, and hide built-in fields that are not applicable to a specific workflow.

    This should be customizable per Workflow so that different Contact/Job types have different field requirements according to their needs.

    94 votes

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    22 comments  ·  Fields  ·  Admin →
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  16. Create a map that would display all customers and jobs, which would be differentiated by each sales rep

    We distribute leads based on where the sales reps have been working.
    It would be great to have a map where we can put in an address (the new lead) and it will show the location among pinpoints that represent all "contacts" and "jobs"- which would vary in color based on the sales rep (or instead of different colors, click on or drag mouse over pins to see who the sales rep is for the surrounding pins)

    147 votes

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    Viewed  ·  26 comments  ·  Maps  ·  Admin →
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  17. Other Email, Phone, and Address Fields (e.g. billing) for Contacts

    Add more fields for additional phone, email, and physical addresses for contacts.

    I would like to have the ability to enter contacts home as well as their business addresses and emails. It could be a second contact address rather than marked as as a home address, This would mean for employees for instance you can write to them at their home address or have a second email address for a contact. This save having to set up two contacts for the same person and the confusion this causes.

    152 votes

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    Planned  ·  46 comments  ·  Fields  ·  Admin →
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  18. Phone Number field in Jobs

    When creating a jobs I would like a area to enter the persons phone number so it can appear on the top of the page when I am looking at the job. I don't want to click on contact to pull up a number.

    171 votes

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    37 comments  ·  Fields  ·  Admin →
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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

  19. Move Estimate from Contact to Job

    It would be nice to be able to convert an estimate that was created under the Contact to a Job. The problem I'm having is when i create a contact then add an estimate then if i win the estimate i add a job then the estimate is not under the job. is there away to assign estimates to the job so i can convert in to an invoice under the job?

    109 votes

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    Gathering Feedback  ·  22 comments  ·  Jobs  ·  Admin →
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  20. Have a visual indicator to show when a job file hasn't been updated recently.

    Some flag (visible in the Job List) to indicate a job that hasn't been updated in several days.

    I.E. - A green dot to show an updated job, a yellow if it hasn't been updated (whether journal note, task, etc) in a couple days, and a red flag if the job has gone several days without attention.

    20 votes

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    Gathering Feedback  ·  0 comments  ·  Jobs  ·  Admin →
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