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JobNimbus Feedback

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Contacts & Jobs

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187 results found

  1. Pop-Ups

    There should be an ability to add a forced Pop-Up to Jobs/Customers. For example, if we have a customer who cannot be called before 9:00 AM, then I want to be able to have a pop-up appear whenever that contact or job is added that says "Do Not Call Before 9:00AM". Or if the customer has to pay via check or cash, then I would like to be able to create a pop-up for that account to notify anyone who opens it that that is the case.

    14 votes

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    0 comments  ·  Jobs  ·  Admin →
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  2. Ability to add more than one address per contact

    Ability to add more than one address per contact (so if they have multiple locations)

    30 votes

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    0 comments  ·  Contacts  ·  Admin →
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  3. Highlight primary contact in green. Green = Money = the person who pays the bills

    Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.

    3 votes

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  4. Workflow location

    Separate workflows by location

    2 votes

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  5. 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.

    8 votes

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  6. Export Gmail Emails to CSV

    Looking to streamline your email management and safeguard your Gmail data efficiently? Look no further! Exporting Gmail emails to CSV (https://www.cigatisolutions.com/blog/export-gmail-emails-to-csv-format/) has never been easier, thanks to the Cigati Gmail Backup Tool.

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    2 votes

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  7. 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.

    5 votes

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  8. Stop duplicate contacts with the same address

    Is there a way for the system to keep us from creating multiple contacts under the same address? For example, the husband calls in and requests a service on their property. The next year the wife calls in and requests a different service and we enter her into the system so now we have two different names under the same address. When creating a new contact, can the system populate an existing contact when we type in their address?

    4 votes

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    0 comments  ·  Contacts  ·  Admin →
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  9. 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

    2 votes

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  10. 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).

    2 votes

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  11. Board card cusomizations

    Add primary contact email to job board cards

    6 votes

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    1 comment  ·  Boards  ·  Admin →
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  12. 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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  13. 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.

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  14. 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.

    2 votes

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  15. Custom Job Fields show in Calendar

    We have a custom job field for installation date. It would be great if this field could show up on our calendars.

    3 votes

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    1 comment  ·  Fields  ·  Admin →
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  16. 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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  17. Route Planning for jobs

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

    16 votes

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  18. Create a job section for notes only. Notes get lost within all of the activity updates.

    If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.

    2 votes

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  19. Date created

    I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.

    2 votes

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  20. 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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