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JobNimbus Feedback

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Contacts & Jobs

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231 results found

  1. Add "Tasks" to the Contact page

    Currently there is a tab on the "Job page" for "Job Tasks"
    On a contact page only the following tabs exist: Activity, Jobs,, Financials.

    Can we please get a tab for "Tasks" on the contact page?

    1 vote

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    0 comments  ·  Contacts  ·  Admin →
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  2. Private Job Fields

    We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.

    16 votes

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    0 comments  ·  Jobs  ·  Admin →
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  3. Not Require Adding a Phone Number and Email when adding a Contact.

    On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.

    2 votes

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    1 comment  ·  Jobs  ·  Admin →
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  4. Persistent Issue with Merge Feature

    I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.

    The main problems are:

    Inability to email merged clients directly from JobNimbus.
    Loss of access to templates and client history post-merge.
    These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading…

    1 vote

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    0 comments  ·  Admin →
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  5. apluscontractorssean@gmail.com

    Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.

    2 votes

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  6. Properties Menu For A Single Contact

    When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.

    5 votes

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    0 comments  ·  Contacts  ·  Admin →
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  7. Customize Board Column Width

    I would like to be able to make board columns wider, if needed.

    4 votes

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    1 comment  ·  Boards  ·  Admin →
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  8. Contact Phone Number & Email Address on Job

    I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.

    9 votes

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    2 comments  ·  Fields  ·  Admin →
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  9. Have the option to assign a sales rep to a contact when creating a Job in Jobsv2

    I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.

    2 votes

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  10. reply all

    When you click reply all in an email it is actually putting the names of the people that the original email was sent to. It should go to the person sending the email and the other recipients. As it is now when I hit reply all to something that is sent to me and someone else it tries to send it back to me.....

    2 votes

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  11. change order

    It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.

    5 votes

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    0 comments  ·  Jobs  ·  Admin →
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  12. Please make V2 available to the Canadian market

    We are new to JobNimbus and have been onboarding with V2 but are now trying to use the system only to find that V2 does not allow up to input our contacts in our Canadian market. V2 only has drop down the menu for States (not provinces) and an option for zip code but not postal code.

    2 votes

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    Started  ·  1 comment  ·  Admin →
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  13. Photo Download or Print

    Select certain photos to download or print without having to download them all and click on each individual photo.

    4 votes

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    0 comments  ·  Jobs  ·  Admin →
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  14. Keep related box checked when checking it

    It would be nice to have the related box stay checked

    2 votes

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    0 comments  ·  Contacts  ·  Admin →
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  15. County Field

    It would be great if there was a County field in Contacts. Ideally it would recognize the county that the address is in but just having a field would be helpful. This would help with permitting and save the hassle of figuring out what county each address is in.

    2 votes

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    1 comment  ·  Contacts  ·  Admin →
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  16. 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.

    18 votes

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    1 comment  ·  Jobs  ·  Admin →
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  17. 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.

    5 votes

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  18. 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.

    3 votes

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    0 comments  ·  Jobs  ·  Admin →
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  19. View Contact Information on Jobs

    under individual jobs would like to have a email and phone number and contact space

    16 votes

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    4 comments  ·  Jobs  ·  Admin →
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  20. 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.

    8 votes

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    1 comment  ·  Jobs  ·  Admin →
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