Contacts & Jobs
318 results found
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full calendar in app
Im trying to figure out why the feature of seeing all team members calendars was not implemented in the new app?? My sales people need to be able to click and see our site assessors calendar without pulling up the desktop site (because guess what the desktop site is definitely not app product friendly, it is so glitchy!) please add that option as wells as the boards option to the new app otherwise its useless to our company.
3 votes -
Allow customers access to JobNimbus
Allow customers access to JobNimbus
5 votes -
Add additional phone numbers to Job
We do quite a bit of work for property management companies. We have the contact information for the property manager in the contact, but when we enter individual jobs we enter the tenant contact information, there is no ability to "click to call" the tenant's phone number, so we end up having to manually enter the phone numbers.
3 votes -
Additional filtering options and bulk edit from contact list view
I'd like to treat the Contacts more like a standard CRM that we can filter, then bulk edit rather than having to create a report to bulk edit that will end up being removed immediately after anyway.
3 votes -
Customize Column totals on boards
Would like to add custom fields/additional fields to the Totals section at the top of the Column on boards. Specifically totals related
2 votes -
Custom fields open more fields when filled
It would save a lot of space to be able to have custom fields where, if selected, they would open up other custom fields. But if not selected they would be hidden.
5 votes -
Make customer addresses have a clickable link to a map
It would be awesome if you could click on the customers address and be able to see their location through either google maps, bing or any Navigation Software.
31 votes -
Add Phone & Email as Contact/Job Field Types
The phone field should have the same () _-______ x_____ layout that JN's built in phone field has to create standardization of incoming data, and both should be hyperlinked.
4 votes -
In JOB: Work Order tab to create report, to add custom columns, to have ALL Main Tabs as shortcut within the WO
In Work Order tab:
To customize the columns (trying to keep the same start date, which is the only one showing, but using the end date to reflect the progress (using the status changes, e. g. Start status: 7/1, In-Progress status: 7/3, Completed status: 7/5) therefore we can use the Start & End dates to create Gantt chart.
To have the feature to download the work orders as csv. file to have a custom report per Contact or Job.
Once editing and saving a WO, the page will go to the section within the WO itself, there is no way…
1 vote -
Boards Horizontal Scrolling
In the Board view, which let's be honest, is the best part about JobNimbus, it would be super beneficial to be able to scroll horizontally with our mouse wheel.
The Board is wider than it is tall, and I feel this would be a massive improvement over trying to grab that tiny little scroll bar at the bottom.2 votes -
Filter boards by Job dates
Would like to be able to filter boards by Job date
3 votes -
Merge lead sources
I would like to be able to merge lead sources that are similar. We have several "duplicates" and would like to just merge them for better reporting
2 votes -
Turn off drop downs/pop ups in new contacts
When I am creating a NEW customer the drop downs/pop ups get in the way. Nothing I have entered before apply to NEW customers. We just got 300+ calls in a week and that slowed us down so much. When adding additional contacts I use duplicate and make changes. This works great. We tried turning off pop ups in web browser but that did not change the long pop up/drop down that gets in the way when you start to type a name or address or email.
6 votes -
Status change stamps
I would like the job to be "stamped" with a date when the status was changed so that it would be easy to see how long the job was in each status. Also be able to pull a report and see the breakdown or average on how long a job is in each status.
2 votes -
3rd tier of Customer/jobs
We Do work for several builders that have PM's. We need to have a 3rd tier of jobs: Customer>Job (PM name)>Job Quickbooks supports this however JN does not. This makes it impossible for us to use JN for some builders because of this. We need the 3rd tier for sending invoices to the PM related to the job.
1 vote -
Ability to add headers to contact information
The option to change text or add headers to contact information for custom fields so they are broken up a bit.
2 votes -
Add a Contact/ WO address to the card view in the Work Order board
I would like to be able to associate the work order's address or contacts address as part of the easy card view for a Work Order board.
2 votes -
Option to prevent task assignees from being automatically assigned to the parent contact record
Option to prevent task assignees from being automatically assigned to the parent contact record.
8 votes -
Notify salesperson when they are removed from contact or job
When a person is removed or changed from a contact or job they should be notified of the change so things don't slip through the cracks.
4 votes -
Contact information showing display name instead of true contact
When creating an estimate, previously the "First and Last name" was used. Now the Display name is used. Can this be changed back to show the clients true information instead of a nick name?
1 vote
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