Contacts & Jobs
261 results found
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creating contact
there is no diplay name edit option when creating a contact. unlike before. now you have to go to that chart you added an edit it from there
1 vote -
Separate Activity & Notes
I feel like notes should have it's own designated space like tasks, documents, financials, etc. because often times important notes get lost once there are automations, emails, etc. that occur. Or separating 'Communication' from the notes & activity would also be helpful.
3 votes -
Warning for moving a job to a status that triggers an automation
When moving a job to a status that will trigger an automation, a warning pop-up would be nice, just in case a user accidentally selects the wrong status.
1 vote -
customer type box for color choices
When a customer Signs our "Contract" I want to be able to have a box that is required to be filled out that the customer would type in their color choices for roof, siding, gutters, etc... These items are crucial to have all in one spot for transparency and to cover ourselves due to discrepancies after install. This is a huge NEED
3 votes -
Set appointment reminders in calendar
The current calendar does not allow setting appointment reminders even thought it merges with Google Calendar. Being able to set reminders 30 min, 1 hour, 2 hours, 1 day, etc before a meeting is important.
7 votes -
make the unique identifier the client # NOT the first and last name
the unique identifier for a client should NEVER be first and last name - it should be the assigned client ID#. we gave several clients with the SAME NAME - the system forces you to add a character to make it slightly different- problem being is it shows up that way in all the templates, emails, documents etc. in a database the unique identifier should NEVER be first and last name - always something more specific like the client id # - This is a constant issue for our office with 2 clients with same name that i deal with…
1 vote -
auto fill address
Please for the love of God AUTO FILL THE ADDRESS. You said that it was on your to-do list 2 years ago. It is now 2025 and we still cant auto fill address's. It can't be that hard. please auto fill customer address's.
1 vote -
Creating Multiple Categories for Job Fields
We have alot of commercial and residential clients and we use the Job Feilds as a template of questions for our receptionists ask during job creation. These question normally only apply to residential full replacement customers so we just have to type a note for commercial clients. It would be great to be able to create entirely different templates in Job Fields for each different job type.
4 votes -
status restriction
statuses that roles are not assigned to should not be able to pull jobs out of and put in other statuses. If we can limit their ability to move a job to a certain status. We want to be able to limit their ability to move the job out as well.
1 vote -
Referral
I would like when I select referral for lead source that it gives me another drop down to connect a contact to this referral. At that point I should be able to create a new contact if need be or link it to a contact already in the system. Then from that I would like a KPI in the contact so when I go look at that contact I can see "referred jobs" and their status - closed won, lost, waiting for payment, whatever it may be. This would give me great tracking ability on whos referring who and if…
1 vote -
Job view - customization of job creation
when creating a new job a lot of necessary fields and custom fields are not showing up. Is there a chance we can get a feature that lets us customize the job view depending on our necessities?
2 votes -
Request for a link when in a contact to click back to the Status
Request for a link when in a contact to click back to the Status. For example, we’ll be working on contacts inside of a certain status, and we need to click back to that status, but the only option is “Go to board” which resets our progress and we have to click a couple more times.
2 votes -
Create "trades", under jobs, that are able to be tracked in a Gantt chart.
Things right now are split between contacts and jobs. If you added a "trades" section that ties into the parent job, that ties into the parent contact, that would be ideal. A person calls, we add them as a client. We create a job to provide an estimate for what the client is looking for, and for the sales team to see where that lead goes. At some point the estimate is approved and "trades" are created. If the estimate was for roofing, siding, windows, and gutters then four trades are created for the production team to follow. The production…
4 votes -
Give Lower Level Users Permission To Delete ONLY Notes
Currently needing to give me team the ability to destroy our whole system, when all we need to do is clear up a mistake in the notes of a contact. Please allow for Delete Note to be available outside of an admin level permission. Thank you
1 vote -
Make Contact Photo Better on Desktop
Make the contact photo larger and more clear on desktop view.
1 vote -
Autofill sales rep & assigned to in v2 of jobs
Currently the fields show up blank. It should be fairly straightforward to make them default to the rep creating the job
1 vote -
Ipad App Crashing when inputing line Items from template
Ipad App Specific bug.. Increase the "Estimate Details" field to full screen while using the app.. Currently it is a pop up in center of the screen, if you accidently click the left or right sides outside the pop up, it will close the pop up and erase all data!
Add a "Save" button when inputing Estimate Details under the current options tab. You currently have to back out to layout to find the save button.1 vote -
Data should be organized around the building address, not owner name
Which is more likely to change, a building address or a building owner?????
In some industries, it makes sense for the data to be built around a person. Not in our industry. The data should all be built around the address. You can still "relate" several buildings to a single owner.
JOBS can be completely eliminated if you use the building address as the "PRIMARY KEY" field. This is the one field that won't change.
1 vote -
Canvassing Features
Nimbus already uses a map feature with geo-tracking. What our company needs is a way to track, tag, and document any addresses that we have canvassed in the past that are not necessarily customers yet. We need this feature so we can coordinate our canvassing efforts within a given area, and to know which properties we need to revisit, what happened when the sales rep was at the door, etc.
Ideally, we would be able to change the "status" of these location pins based upon the interaction, e.g. if they weren't interested, or if they are a warm lead, or…
7 votes -
DNC (Do Not Call) List
The Do Not Call (DNC) list is very important for marketing and business purposes - as if you call a customer on the DNC list, you would be fined MAJOR amounts. Our company got pinged for calling customers on the DNC list, which amounted to over $1,000,000+.
It would be great if Job Nimbus would be able to have a sync with the DNC database for the States the business reigns in, and be able to populate this information in Job Nimbus for the customer phone. For example, I know of a CRM (Marketsharp) that when a customer's phone is…
1 vote
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