Contacts & Jobs
206 results found
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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 -
subcontractor
We need to be able to better track monies going in and out. As a solution, we were told to list our vendor/subcontractor/material payments under "commissions" in the budget report. Doing this does not allow us to view a detailed report, organize it in any way, and generally doesn't work well for this purpose. We would like a better solution meant for tracking our payments out and not just payments in.
2 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 -
Change the colors of cards in board view.
We'd like to have some more functionality for customizing the colors of the cards or fonts in board view.
26 votes -
Ability to search from the list view in contacts and jobs
Would like the ability to search jobs or contacts via a search bar. When clicking on the contacts or jobs icon at the top of the page and entering the list view it would be nice to have a search bar vs. having to click through multiple pages looking for that contact or job. The search bar at the top of the page is decent but pulls everything together.
4 votes -
Schedule by area
Ability to schedule jobs in a given area to streamline appointments
5 votes -
Staying Put
When I am viewing a Form Response (or work order, etc.) and I am done and hit the Back button, I would like to be taken back to the list of Form Responses instead of being taken to Activity. If I have several Forms to look at, it is exceedingly frustrating and inefficient to have to click on the Forms tab every single time. Just leave me where I'm at.
3 votes -
Selective Merging
Would like to be able to choose what info is merged from which contact.
Context:
2 of the same client with non-identical info - 1 has the phone #, the other has the email, preferred name on one profile, etc. Would like to pick what info is merged, Boolean style - this or that.
Would make the merge capability much more effective and cut down on the amount of work to update the info with what doesn't get transferred.3 votes -
Drop Down List For Project Manager and Superintendents
I would Like to see a drop down list for different job contacts names and email addresses. I have several General Contractors have have mutiple managers and superintendents per job. I hate changing the main "Contact" email and name every time I want to email a different superintendent on different jobs.
3 votes
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