Contacts & Jobs
318 results found
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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 -
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 -
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 -
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 -
Board card cusomizations
Add primary contact email to job board cards
5 votes -
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 -
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 -
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 -
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 -
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 -
Activity Filter options
I'd like to have an option to choose my default filter for the Activity view.
4 votes -
Route Planning for jobs
A feature or integration that would help plan a route for selected jobs each day would be extremely helpful!
15 votes -
Move custom fields
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
Make contact color different from job color. Easier to tell what form you are in.
Make contact color different from job color. Easier to tell what form you are in.
3 votes -
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 -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
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 -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
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 -
JOBS users that dont use CONTACTS for certain features should be able to block/disable those features
We need the ability to prevent notes, emails, tasks, files, and financials from being created on the contact, and only created on JOBS.
In our company, we track everything through the job itself and not the CONTACT. Sometimes the employee ends up on the CONTACT details and starts to create these items thinking they are on the JOB, and then mistakes begin to happen because they thought it was noted, or an email sent, and there is no evidence of it on the job for other team members.
This could be at the account level or from ACCESS PROFILES
3 votes
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