JobNimbus Feedback

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Contacts & Jobs

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  1. Automatically create a job

    When creating a contact, it should have an option to select after all information is entered to select if I want to create a job for this contact and it pulls relevant information to the Job from the Contact. IE. : I create a contact, there would be a button at the end, next to SAVE that says "SAVE CONTACT AND ADD A JOB", then it would pull the address, phone number, custom fields into the job. making it an easier flow of use and less typing and clicking.

    4 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  2. Attach Files to Work Order

    Please allow us to be able to attach files (like an Eagleview) to a work order. It would be great to be able to send photos, sketches, measurements, etc. to subcontractors for punch lists, repairs, or even just general info.

    2 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. Bring back the most recent contacts to the activity page.

    Tasks when you open the app doesn’t make for a good user experience.

    1 vote
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. A way to assign my own Job #'s

    It is important that I can assign my own company job number once I have a signed contract. This number is not only my Job Number but is what I use for a P.O. when ordering materials and assigning to a sub-contractor. The numbering system that I currently use reflects the year and job count for that year. Example Job #19-23. Job was sold in 2019 and was the 23rd job of that year. This allows me to not only keep track of how many jobs I actually did but helps me to know when my warranties are up. As…

    1 vote
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  5. Mailing address for Customers

    The street address isn't always the same at the mailing address. We have several customers that have PO Box delivery or own rental properties. In such cases we need to be able to enter the work site address as well as the mailing address.

    12 votes
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    Viewed  ·  3 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  6. Connecting Work Orders with Their Subcontractors

    It would be very convenient if work orders assigned to subcontractors would appear in the work order tab on their contact page! It seems like the program used to do this, but doesn't anymore.

    1 vote
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Make the canned email message for sending Documents editable

    We need you to make the canned email message for sending Documents editable (like you just did for emailing Estimates). Our company needs to convey more in an email message than the canned message. More importantly, we want a personal-looking signature so it looks less like spam.

    We currently don't use your easy "email" option because of this, even though by not doing so, I have to go in and manually change 3 statuses : Job>Proposed, Estimate>Sent, Contract>Sent.

    Keep up the excellent work~

    2 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  8. Conversation notes vs Individual Notes

    At present, notes are entered individually; and when someone "replies" to the note, one has to go find it somewhere in the Activity time line. It would be nice if there was a conversation feature whereby a note can be responded to or comments trails made a part of it (like a blog post) so one can reply to that note specifically.

    10 votes
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    Viewed  ·  2 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  9. Show address in board view

    Display the address or just the city in the boards view to make scheduling jobs closer together easier.

    1 vote
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    Viewed  ·  0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. no job field limit

    Under "Job FIelds", we have Tile Colors as a "Field Name" Options List, and are only allowed 50 options. Tile comes in many brands and colors, and 50 isn't enough! Would like a limitless option of names we can enter.

    5 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
  11. Details on Exported Contacts

    User would like to have access to a log or with details about contacts being exported. This would allow the user to see who exported contacts, what contacts they exported, and when those contacts were exported.

    1 vote
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    Viewed  ·  0 comments  ·  Activity & Notes  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to differentiate between job contacts and other contacts and give only lead contacttts job numbers

    The way we do our jobs is we have a contact, and under it we assign it a job. We often have multiple jobs under one contact because we consider the water remediation a job and the repairs a separate job. However, since they are under the same loss, same customer, they get the same job number with a different suffix. E.G. 19-1040-MIT Smith, and 19-1040-REC Smith. It would be really nice if you elect only your leads to get job #'s, and that you could assign the jobs under the contact the same job # with a different suffix.…

    2 votes
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    Viewed  ·  0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  13. Private fields

    Ability to make specific fields on a Contact private.

    1 vote
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Contact into Job

    It would be great if when a Contact is created we could actually change the Contact into a Job?? It would be easier and not over populate the Job Nimbus as much with duplication of Customers.

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Tab from one customer to the next

    Tab from one customer to the next.

    If I am on a customer's page (which shows their contact information and activity), I would like to be able to click on a "Next" button to go to the next, or previous, customer. That way, if a customer has more than one unit, I can move between their screens without having to go back out an type in a new search entry.

    3 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Personalize the designated contact number

    There is a automatic number assigned to each contact-It would be nice to either be able to change that or add a field for a customer number that is searchable. Most businesses will assign customers numbers that makes sense with their system of doing things and it would be nice if there was a way to add a number that is also searchable. Currently adding a field for the job number is possible but we can not search the number and have it come up.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. view all attachments in a job

    When we create a Job, it consists of One or more Tasks and potentially Sub-tasks. Tasks often have attachments related to the task and various notes.

    When you view a Job, one should be able to see all documents and notes related to the job. Probably a good way to implement this would be to have a checkbox that, when checked, would expand the list of items returned to include items in the job and everything below it.

    4 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  18. Jobs Sorted by date of Notes

    Is it possible to sort jobs on boards by date of last note entered? It would be beneficial to see jobs sorted by date of notes added to see progress or know when it was last checked.

    4 votes
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    0 comments  ·  Jobs  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to view Start date and End date on the Board view

    Ability to see both start date and end date in board view and/or the option to choose which date is displayed on the board.

    1 vote
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    Viewed  ·  0 comments  ·  Boards  ·  Flag idea as inappropriate…  ·  Admin →
  20. Customer/Job number in Display Name

    There needs to be an option in General settings: Advanced options to add the customer or job number to the display name. I manually added ALL CUSTOMER NUMBERS to the display name, but in the future, this could be a make or break situation with this CRM. Also, it would eliminate the "duplicate" name situation as all names would have a unique number next to it.

    4 votes
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    0 comments  ·  Fields  ·  Flag idea as inappropriate…  ·  Admin →
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