Contacts & Jobs
222 results found
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Two slots/sections for two different emails in the contact profile
it would be nice to be able to enter in two different emails for each customer
1 vote -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
7 votes -
Automating the quoting experience from signing a SumoQuote...to generating a material order...and work order with the click of a button
We came over from Rooflink and were able to completely customize and automate the process from signed contract, to measurement report, material order and work order. All with a couple clicks. Of course we needed to confirm quantities and make some adjustments but the process was simple and repeatable for all reps. So easy that a new hire could complete it with little training. The current process is not well thought out with Job Nimbus. Since we now link with Suppliers this should be a possibility to create these type of automations. Automations are key for CRM's to help create…
1 vote -
Print a PDF of a signed or blank proposal.
Need the ability to print a signed or blank proposal. Some older folks want a paper contract to look at or have for records after the work is completed.
8 votes -
When searching, allow keyboard arrows for scrolling through populated results...
During our time using JobNimbus (since 2018), our office personnel has been able to use the search field to look up customers or addresses and scroll through the results using the arrows on our keyboard. As of Friday 8/26/24, that feature no longer works. Since that feature assisted greatly with efficiency while on customer phone calls, I'm sure forgetting to turn it back on with the latest update was simply an oversight. Please reinstate that feature as my team and I have have used that function for years. Thank you for your help with this :)
1 vote -
Unwanted auto Assigning people to jobs
Assigning a person to a specific job or task automatically assigns them to the contact file as well. I was told it was intentional and could not be changed.
This continues to be an issue, because we assign specific jobs to subcontractors, but we don't want them to be assigned to the main contact's file. It also has a minor annoyance when adding tasks for office staff, as manually adding a task will assign the person to the contact, but our office staff are Admin level and do not need or want to be assigned to specific contacts
2 votes -
Add a Suite or Unit number
Add Suite or Unit number area to the initial lead intake windows when adding a job.
1 vote -
Fix jumpy scrolling in boards
When slowly scrolling down the jobs in boards the scrolling is jumpy and makes it easy to miss a job. I often have to "audit" the jobs in each board and I have to be very careful while scrolling to make sure I don't skip one when the job cards jump. I imagine this is because it is loading but if there is a way to fix this so that the scrolling is smooth and just stops while loading but doesn't jump down when it is done loading that would be very helpful. I wish I could takesnip
1 vote -
Flag a Contact due to Non-payment
We would like to be able to flag a contact/customer when they have been identified by a manager or accounting team due to non-payment so that we don't continue to complete work for them without payment. Some sort of visible indicator to make it obvious or to have to have an approval from a certain profile to be able to proceed.
1 vote -
Icon of Sales Rep on Boards
I want the icon displayed on the boards to show the sales rep initials rather than the "assigned to" initials.
7 votes -
Add Most Recent Activity to Job Report
I would like to be able to add a "most recent activity" column to my job or contact board.
2 votes -
Add "Tasks" to the Contact page
Currently there is a tab on the "Job page" for "Job Tasks"
On a contact page only the following tabs exist: Activity, Jobs,, Financials.Can we please get a tab for "Tasks" on the contact page?
1 vote -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
16 votes -
Not Require Adding a Phone Number and Email when adding a Contact.
On JobsV2 I would like to be able to add a contact without having to add a phone number and email. We don't always have that information available when we get a new lead.
2 votes -
Persistent Issue with Merge Feature
I am writing to express my significant concern regarding an ongoing issue with the merge feature in JobNimbus, which has critically impacted our operations for over two months. Despite submitting a ticket two months ago, there has been no resolution, and the lack of progress is now affecting our client relationships and project management.
The main problems are:
Inability to email merged clients directly from JobNimbus.
Loss of access to templates and client history post-merge.
These issues are creating considerable inefficiencies. For instance, we have a client whose job is commencing, and the inability to merge their records is leading…1 vote -
apluscontractorssean@gmail.com
Add a color wheel to the calendar and let us color the task different colors vs the assignee for important jobs or other important things going on other than just the color of the person assigned. Lick you can in Goggle Calendar. We would love to be able to color tasks and jobs with any color needed.
2 votes -
Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
5 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
4 votes -
Contact Phone Number & Email Address on Job
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
9 votes -
Have the option to assign a sales rep to a contact when creating a Job in Jobsv2
I would like the option to assign a sales rep to both the contact and the job when creating a job in JobsV2. This way the sales rep would be able to see the name of the contact.
2 votes
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