Contacts & Jobs
212 results found
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Modify Custom Field Order
Add ability to drag and drop custom fields to be able to reorder them
3 votes -
When filling out the JOB INFORMATION, please give us the option to enter both a physical address and separate billing address.
Many of our customers are big companies (their physical address is different than the billing address). So when processing credit card payments over the phone, it says that the payment failed because "address mismatch."
7 votes -
map
It would be nice to have the map view on the desktop like you have on the app.
2 votes -
Insurance Claims Information
Add fields to job type Insurance Claim-Adjuster name, phone number, email, Ins carrier, Ins Agent contact info, claim #
2 votes -
Total Amount paid on boards
I would like to include the invoice amount paid in the column header on boards
4 votes -
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 -
PRINT OUT A CONTACT RECORD WITHOUT PRESSING PRINT 4 TIMES
Button on Contact to print out contact record that prints right then, not have to press print 4 times
3 votes -
Satellite map view
Option to view maps in satellite view
3 votes -
Customize assignee initials on contact cards
Ability to pick whose initials show up as the main assignee on contact cards on boards
8 votes -
Search function with notes
I would like to be able to have a search function that will scan all notes entered on a contact/job and find keywords entered in those notes.
4 votes -
undo
Add an "undo" button for the job boards. Sometimes when viewing the boards you can accidentally move a job to a different status which may trigger automations, and then when you move it back it may re-trigger old automations. Big uh-oh - but not with an undo button.
2 votes -
Add Sections to Job Fields
It would be nice to have the ability to add a section header to the Job Fields. This would give them a space between to categorize information together. There is a lot of information we can input and being able to break it apart into groups of information would make it easier to organize. For example, a section header that says Insurance Information with all the fields related underneath like Insurance Company, Policy #, Claim #, ACV, Deposit, RCV etc.
8 votes -
A place to identify a project manager, as the main assignee to the project.
A place to identify a project manager, as the main assignee to the project. Like the Salesman, and Subcontractors are on assigned.
Looking for a way to assign a "User" as the main manager and internal contact for a project, and the salesman are typically not project managers. This will help internally with identify employees to the correct person to followup with on a particular project.
10 votes -
2 votes
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Duplicate Estimates Between Jobs
When you have an estimate that is already written but either put on the contact or under the wrong job you should be able to duplicate it and choose the job you want it to go to. Instead of it just duplicating directly into same job and place. Duplication is not useful with out being able to move it.
3 votes -
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
It would make more sense if the gate code field populated in the Job if it was already inserted in the Contact.
2 votes -
Add secondary name fields under contact
Include a secondary contact name field when creating new contacts. Instead of creating a new related contact.
6 votes -
Territory map for sales reps
Some kind of mapping feature for sales reps territories
2 votes -
Option to auto-populate job-information from related-contact
Option to auto-populate job-information from related-contact (In form of checkbox in the “create job” window).
For our use of JobNimbus, we rarely have a contact that has different information than the contact. Because we use jobs, there is a lot of repetition when we have to re-enter the same contact information to the job in turn decreasing efficiency over time.5 votes -
Use other Template Fields on Board Cards
Would like to be able to pull more details onto the boards that aren't currently working, Date Updated, Date Created and a few others. This would help us to see what's needed at quick glance like Boards are meant to do.
7 votes
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