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JobNimbus Feedback

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Contacts & Jobs

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287 results found

  1. Ability to change activity default view

    Add ability to change activity default view and have it be sticky so that it stays when you leave the page.

    7 votes

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  2. Connecting attachments to new jobs from old jobs

    Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.

    1 vote

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    0 comments  ·  Jobs  ·  Admin →
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  3. Being able to send an estimate for a signature and type a personal message with it.

    Right now I email the estimate with a personal message and when they want to sign they have to let me know and I have to resend for signature.

    2 votes

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  4. job email

    Can we get each job set up with it's own email address? I do a lot of commercial work and I have different project managers for each job. On every new job I email a document, I have to change the person's name and email address on the contact's fields.

    4 votes

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    0 comments  ·  Jobs  ·  Admin →
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  5. Add gate code in the address field

    It would be nice if the gate code was populated in the address field rather then in the details tab on the app so that it would be easily seen when looking at the address.

    1 vote

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    0 comments  ·  Fields  ·  Admin →
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  6. Activity Feed Default to 100

    I would like the activity feed on each contact/job to default to 100.

    1 vote

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  7. Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks

    We can not sync more types of Contacts to Quickbooks

    • Allow to map more types of Contacto to Quickbooks sync
    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  8. Remove Start / End Date from Job

    We don't like the Start/Due Date and End Date fields on the Job creation page. Can we remove these or have the option to disable them so they don't appear?

    1 vote

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  9. related contacts

    Bug: Job Details page with "Related Contacts" on the right has the phone number cut off regardless of what size the window is using Safari browser.

    1 vote

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  10. Work Order Screen/Tab

    Show who the assigned sub-contractor is as one of the columns in the work order tab so that we don't have to click and go into the work order to see who is assigned to it.

    1 vote

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  11. Related Contacts view on Job page

    I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards

    1 vote

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  12. Option to customize the display bubbles of contacts on the job.

    Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
    Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).

    1 vote

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  13. Activity Filter options

    I'd like to have an option to choose my default filter for the Activity view.

    4 votes

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  14. Board card cusomizations

    Add primary contact email to job board cards

    4 votes

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    0 comments  ·  Boards  ·  Admin →
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  15. Route Planning for jobs

    A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!

    13 votes

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  16. Share Job Status with Customer

    I would like to have a link that I can send to customers so that they can click it to view the status of the job and have a limited view of the job itself.

    1 vote

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  17. Ability to track activity on contacts

    I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  18. Work Order Board

    Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.

    1 vote

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  19. In Zapier actions should have Create a job

    We are trying to automate the creation of contacts from a contact form on our site, and for our business process we are working with only with jobs.
    With zapier we are creating the new contact but at the same time we want to create a job with Lead status and in the zapier actions there is no option to create a job, as well as within the jobnimbus automation there is no option to create a job .

    1 vote

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  20. Show more items Contacts and Jobs per page

    Give the option of showing more items on the tables of Contacts and Jobs per page

    1 vote

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