JobNimbus Feedback

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Contacts & Jobs

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  1. 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.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. 2 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. CREATE A MORE FUNCTIONAL CRM FEATURE!

    There needs to be a field for list view that allows you to see the last note, at minimum, but ideally all notes.
    When I click on a lead on page 8 I should be able to go back directly to the same place and NOT be routed to the first page. Same goes with boards. The lack of flow really slows down productivity and efficiency. Even free CRMs have this very basic function.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Flagging contacts by font Color in Boards

    User wants a way to flag contacts by font color in the Boards view based on specified criteria, such as a contract signed. Therefore, a contact can stay in a specific status, such as lead or inspection, but show that they already have that contract signed.

    1 vote
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    0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to schedule a Status Change, Notification, or Task based on a custom field.

    We would like the ability to schedule a status change, notification, email, or task based off a custom field. Currently, you can only use Custom Fields as "conditions of status changes", but not the actual trigger.

    We need reminders when certain things happen, or are about to happen.

    ie.
    Material Delivery's, we need to be able to set an automation that changes the status to material delivered when the date in the Custom Field delivery date occured yesterday.

    Sub-Contractor Insurance policy expiration notification. We need to be reminded a month before a subcontractor insurance policy is about to expire so…

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to add a drop down boxes custom field

    I would like to have the option to have a drop down box also to Insurance Company name, just like the SUBCONTRACTORS or CONTACT NAME dropbox. it would be a problem solution for people not writing wrong IC names. We can save all our companies there and then we could just pick from what is saved on that field.
    The more detail and organized in JOB info is better.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make the same documents accessible from both Contacts and Jobs

    I save Contacts then later make jobs from the contacts. If I save a contract under "Contact" documents I can only email/access the document from the Contacts tab. If I save a document to a "Job" saved under the same Contact I can only email/access a document that was saved under the Job tab. Can you access the same document from either tab or just where you saved it?

    2 votes
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  8. Ability to lock the Lead Source Field if it has been set by an admin.

    We would like the ability to lock the Lead Source Field to certain access profiles so that if the field was set by an Admin the field can't be changed by anyone other then an admin.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Report on Contact Type

    Ability to set a contact as certain type as currently able to do. But then have the ability to specify that contact type into reports and documents. For example you could then specify that in a report you want the structural engineer associated in a job to be included in the report or document.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Have Contact name, email, phone auto populate Job Owner Name, email and phone.

    Have Contact name, email, phone auto populate Job Owner Name, email and phone. It's a pain to have to duplicate this info manually.

    10 votes
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    Viewed  ·  3 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  11. A way to flag contacts with the same addresses.

    I think this would be a great feature to add also. As I said we had three different members of the same family contact our company yesterday in different manners, phone & 2 website leads, they all had different first & last names so there was nothing to flag it that we were assigning the same lead to different representatives. I think it is something that should be given consideration. I’m sure this is a somewhat rare situation but it still caused a good deal of confusion.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. split images into multiple categories instead of lumped together

    We typically work with insurance and need photos for describing and sending to adjusters. I'd like to be able to separate the images into categories like inspection, Progress, Final Photos, Warranty etc. that way they can be separated and viewed with the other photos in that field and sent if needed by anyone following up on files.

    1 vote
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    0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  13. Allow us to edit pre-existing fields for Contacts, Jobs, and Work Orders

    I am trying to use Zapier with JobNimbus but zapier will only pull data from pre-existing fields from Job Nimbus, and not customized fields. It would be nice if we could edit the pre-existing fields so we don't have this issue.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Sync jobs information to ship to in Quickbooks

    If you work for a General Contractor, you are going to have multiple job addresses for one contact. I would like to see the ship to in quickbooks sync with the job address in Job Nimbus

    1 vote
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    0 comments  ·  Maps  ·  Flag idea as inappropriate…  ·  Admin →
  15. Time option on custom field

    Have an option for time on custom fields

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email Contacts

    When I email out of Job Nimbus The Time from Start to Sent is delayed alot. Sometimes more than 30 minutes or more!!Also Open Delay.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Fillable Contact Form Template

    User would like to be able to create a fillable form to send to customers and have the information gathered in that form auto create a new contact

    7 votes
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. Make the longer custom field names go above the field instead of below

    Currently when you have a custom field with about 20 characters the name of the custom field will adjust to be below the field itself since there isn't enough room next to it.

    This can be confusing as the standard would be to have the name above.

    1 vote
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  19. Multiple contacts with the same name

    Right now if I put in a new contact with the same name of an existing contact it won’t let me create it unless I change the way the name appears. There is not only 1 John Smith in the world. We should be able to add multiple contacts with same name without giving them some unique identifier.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automation for Status Change

    to have the automation for status changes with out having to move the job on the board. Example; once the work orders are complete it sends it in the next stage of the work flow, AR. Since the jobs don't have invoicing until the work is complete them it would make since for the job move to AR. Or, automation to move the job to closed once the invoice is paid in full by the client

    You can do this with the parent, but not the job workflow.

    1 vote
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
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