Contacts & Jobs
318 results found
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58 votes
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Abbreviate Auto-Filled Address like Google Maps does
Fewer characters is always better. Every single one of our contacts and jobs have an abbreviated address copying the ways of Google: N instead of North ; Ave instead of Avenue ; Cir instead of Circle ... Please continue this formatting in your automatic address filling or make it optional to turn on auto fill, leaving only the auto fill of the city based on the manually entered zip code.
This consistency is important for accurate and efficient search results.
10 votes -
Creating new jobs
The new way of adding jobs doesn't allow for the choosing of zip code and the city popping up anymore. I feel like that went backwards
When I select a contact, it already has a salesman selected for it. However, when the job gets created, it doesn't pull that salesman into the job. It has to be selected again. Again, I feel like that went backwards
Sometimes I have to email invoices to a project manager AND a main accounting email. I suggest having a multiple email option for a contact.
15 votes -
No longer previewing activity???????
Used to when you would go to a contact, you could see all activity displayed. You could preview and reply to texts straight from the contact page, read emails, and all of that. Since the new updates, none of that information will load. I can only see that there is a line for each of the activities, but absolutely no preview of information. I hate that it makes it so much harder to access information while on a phone call with customers or suppliers. I would have preferred the functionality over the aesthetic. I appreciate that you guys are "trying"…
5 votes -
More than one email per contact
When a customer uses a different email than the one on their contact card, JN does not link that message to the contact. To fix this issue, allow us to add more than one email to a contact.
4 votes -
Tag someone when editing contact
It would be more efficient to be able to tag someone when adding a note while editing the contact. Many times, when editing a contact, we have to add a note. But if we want to tag someone in that note, we have to remember to edit the note after adding it.
5 votes -
Contacts with the same name in the new Jobs Experience
The original JN process to add a contact allowed you to have multiple people with the same name as long as you modified the "display name" was unique.
When JN first started rolling out the NEW Jobs Experience and modified the process where entering contact info was the first step in creating a new job record, the system would simply add a number "1" automatically to the display name if it matched an existing contact record. Not ideal but you could leave it or modify it after the fact. We always added the town/city to the end of the display…
3 votes -
Custom Dropdown that lets you pick from contacts just like Assigned To and Sales Rep
We have more than five use cases for this feature (only the ones I think most contractors could benefit from are here):
Project Manager
Customer Service Manager
Quality Control Rep
CanvasserMake a feature where we can create custom fields that allow you to select contacts, users, and subcontractors. Maybe three different Custom Dropdown field types that isolate to each so picking isn't too cumbersome?
I hate having to populate the dropdown each time a head changes.
This would tie contact records together with more meaning than the general fields provide:
-Related Contact - How is it related?
-Subcontractor -…13 votes -
Add "Edit Contact" to three dots at the header of the job record.
It was nice in the old layout when I could edit straight from the header section instead of having to click into the contact (thus opening a new window - taking more time)
2 votes -
2 votes
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Make Job Layout Settings Global Across the Organization
On the new jobs experience dashboard, we would like widget layout changes (e.g., dashboard arrangement and panel visibility) to apply globally across their organization rather than being user-specific. This would ensure consistency in workflows and visual layouts for all team members.
4 votes -
Notes - Sub Notes
We use notes as a means for updates on the job. Instead of creating an entirely new note to acknowledge a note that I am tagged in (or anyone else on the team) that is populated above the previous note - having a sub note feature would be super useful and keep the notes section way more organized & clean
13 votes -
Be able to scroll through documents like you can in photos
Instead of having to open each document and then close to view diff ones, add the arrow to scroll through all of them just like the option is under photos.
5 votes -
Eagleview Property Data Widget
On the job dashboard the eagleview property data widget is not available on the mobile app. I was just at a new customers house looking at roof damage and, when I created the job, I realized there is nowhere on the mobile app to view the sqft, pitch and # of squares. This is where the information is critical. In the field, in a customers living room, where the closing happens! Face to face interaction is always your best opportunity to close a deal. It would be nice if sqft, pitch and # squares could be posted somewhere. Even if…
1 vote -
JobNimbus Feedback (Contacts + Jobs) company-first vs. Individual
JobNimbus Feedback (Contacts + Jobs)
Main issue: JobNimbus feels person-first instead of company-first, which doesn’t match how commercial roofing actually works.
Key frustrations you flagged:
Companies feel like a secondary field, almost an afterthought
The platform seems built around one-off residential customers, not corporate accounts
There are too few places to properly attach or emphasize a company name
Commercial users often need multiple contacts under one company (PMs, AP, supervisors, owners)
Adding contacts to an existing company/customer is not intuitive — you have to hunt around
Core request:
JobNimbus should improve:
Company-centric CRM structure
Multi-contact support per customer/company
Easier “Add…
1 vote -
Job Description pull-down window expansion
We use the Job Description for every job. We type notes regarding all job and job point of contact details and often print the job page for the crew workers and estimators. While these notes are not always extensive, often they are and being able to pull down the corner to expand the typing window is crucial. We need to make sure those notes are efficient, spaced properly, and easy to read for both managers and crew workers on the job. Many of us still prefer paper to digital format (or prefer to use both) so making the format of…
2 votes -
Larger photos with descriptions on the work orders
I would love to have the ability to add larger photos to my work orders. The crews cannot tell what is going on using the small photos and cannot give a description, would like to see it similar to the "Estimates"
They could possibly print on a separate page if needed.1 vote -
Tasks through contacts
I went to set up a task on a contact today when I realized that it isn't an option. If it's an option jobs can it be added to contacts as well?
1 vote -
Option to upload cover photo for job directly in main dashboard
It would be nice if the pop up that opens when pressing "select Photo" in the main job dashboard, would give the option to upload a new photo directly. Currently I have to navigate to the photo tab upload then go back to main dashboard and click another pop up where I can then select the photo.
1 vote -
Estimate Status Column on Job Listings Under Contact
We have different customers like builders, property managers, real estate agents, insurance agents, etc. that have multiple active jobs open in various stages of estimating and job progression. It would be nice to be able to add a column onto the jobs dashboard under the customer for not just job status but estimate status as well. It would give better visibility into whether or not an estimate is being drawn up, was sent out already, or was never made w/o having to rely on reps to update statuses (b/c they're not great at that) or having to go into each…
1 vote
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