Contacts & Jobs
336 results found
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Customer-Facing Instant / Quick Quote Tool
Add a customer-facing instant or quick quote feature that allows customers to enter basic project information and receive an estimated price or range without requiring internal staff to build the estimate manually.
1 vote -
Embedded Web Forms
Be able to embed a JN form to company website so if a prospective customer fills out the form, it will create a contact/job in JobNimbus.
2 votes -
Invoice Due Date Custom Field on Boards
Ability to add invoice due date on custom fields on job board. that way when i open the kanban board i can quickly see upcoming due dates without having to open the job card and the invoice section.
1 vote -
Contact information for builders/gc/buisnesses
When adding a new contact in the new experience, it asks you to type the contact's 'First Name/Company' to search for them, but if they're new and you need to add them as a new contact, you wouldn't put the Company Name up there, you need to go down and expand 'Other Info' tab and put the company name there. It's also very inconvenient that you can't change the contact display name while you're adding it. The only options you have are to display the first and last name of the contact, or create the contact and/or job(s) and then…
1 vote -
Related Contact types for Insurance companies, Adjusters, and Permitting Jurisdictions
In our workflows, we frequently need to associate the same contact with multiple jobs. Examples include insurance carriers, individual adjusters, and city or county permitting offices. While JobNimbus allows a contact to be linked to multiple jobs, all activity, documents, and correspondence tied to that contact currently appear across every associated job. This creates clutter in job activity feeds and makes it difficult to determine which communication belongs to which job.
The feature request is for a more relational or context aware contact to job relationship. Ideally, contacts could still exist as centralized records, but when linked to a job,…1 vote -
Custom Job Field Separators
Create sub categories or box separators so that may be roof details like shingle type . color, warranty,; is separate from insurance details such as policy number , claim number, carrier name , etc. Sure we can reorder then around, but it would be nice to group them together. One might suggest to take it a bit farther. I have read someone else suggestion to make certain groups or subcategories only available to certain users and applicable to their job responsibilities
1 vote -
Add Color to Board Cards/Columns
It would be helpful to organize jobs/contacts on boards by color
4 votes -
Creating PDF Scope Documents from Photos
I need the ability to take any number of photos and combine them into one PDF document. This allows you to markup photos or put photos together and then provide these to a crew or the customer so they can see what needs to be completed.
Right now I have to upload the photos, mark them up and then download all the files. Convert them to a PDF on my computer and then upload the file. This is highly inefficient.
2 votes -
Permit Tracking
Is there a plan to add a built in building permit tracking feature directly within jobs?
Permits are currently tracked using notes, tasks, or custom fields, which is inefficient and increases the risk of missed steps and delays.
Key features that would be valuable:
Dedicated permit section within each job
Standard statuses such as Draft, Applied, Pulled, Posted, Inspection Scheduled, and Complete
Permit number, municipality, key dates, and document uploads
Ability to assign responsibility
Inspection type tracking for jobs requiring multiple inspections
Job level and system wide permit status visibility
This would significantly improve compliance, organization, and day to day…
1 vote -
Add Assignee on Created Contacts from New Jobs Shell
When creating a contact on the New Jobs Shell from the right side menu bar when selecting "New Related Contact", it allows you to input information, but there is no field for the assignee or sales rep. When the contact is created by a limited access user, they cannot see the contact they have just created if the workflow is set for "Assignees" only. This does not occur for the legacy contact creation nor new contact creation from the navigation bar.
1 vote -
Larger Font in New Jobs Experience
I understand the need to update the layout but there is a huge problem. The job title is so small I have had every one in my office ask where it was. Can this be enlarged? (See attachment, red highlighted area). The activity and size of the fonts is so small everyone is having problems with the readability of the system now which is a big problem if we are to continue to use this product.
2 votes -
Text Opt-Out Option in New Jobs Experience
I think that we need to have a text opt-out button when creating a new job with the new UI.
2 votes -
Ability to Copy Fields on New Jobs Experience
I use to be able to copy custom fields with the old UI and take those fields and easily transplant them into my AutoCad program. Now I have to create a document template with all those fields, and copy and paste from there. Please bring back the capability of copying and custom field.
1 vote -
Ability to Have Parent Lead Source Type or Task Type
It would be amazing to have a parent lead or task type. This would better help for categorizing. For example, Parent Lead Type can be social media and then under that would be Facebook, Instagram, etc. and a similar style for tasks. This would be amazing later on for the Insights tab by trying to figure out what major type of marketing works better.
2 votes -
Display "Work Order" totals on Job Card
Be able to add work order totals on job cards
3 votes -
Email Automation Shutoff
The ability to shut jobs (or contacts) off from receiving emails triggered by automations you have set up. For example if a quote is sent out and you have an automation set up to send a follow up email 2,7,14,and 30 days after, you could shut a job off from this rule because they already told you they need x amount of time to make a decision.
This would avoid emails going out to jobs that technically fall under the rules of the automation but don't need the follow up.
7 votes -
More adjuster fields
Sometimes jobs have more than one adjuster (claim handler, Inside Tech Reviewer, Field Adjuster, Desk Adjuster, etc) and it would be nice to have more fields for these contacts
1 vote -
Show the Customer field name with a checkmark instead of true/falss on the cards
we use true/false customer fields to list what trades we are doing on a job so they show up at the top of the job description and at the top of the job sidebar. i see that you can reference these custom fields on the cards display on Boards, however when you select the items they show the boolean response (i.e true true false) instead up just listing which fields were marked true. it would help with the viewing experience of the carps if it showed the field name for the cards that are marked true, or even if it…
2 votes -
Referral Option with Lead Source Field
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…
7 votes -
Different card customizations for each list
The card customization is helpful and it'd be great to customize what information shows on a board card based on the list/status that job is in.
3 votes
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