Contacts & Jobs
299 results found
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Navigate to "Contacts" Page instead of "Home" Page after Contact Deletion
When I delete a contact either on the contact list page (https://app.jobnimbus.com/contactlist), or a specific contact itself (https://app.jobnimbus.com/contact/ID), it takes me back to the home page instead of back to the list of contacts. This can be frustrating if I want to delete multiple contacts as I have to navigate back.
1 vote -
Allow the user to set the preferred default drop-down option when viewing the activity page.
Every time you view activity, it defaults to User Created. Being able to set what the default option is.
2 votes -
If Contact is updated, Job should subsequently update.
If a Contact is updated in any way, the associated Job should subsequently update.
4 votes -
Bring back the "Work Order" tab on Contacts
Bring back the "Work Order" tab on Contacts. If you have a contact with a hundred jobs it is not easy to see which ones might have work order that needs to be completed. As it is now set up, we have to cycle through all the jobs to see which ones are in a status we've created called "work order created". Not a good solution if the contact had 10 pages of jobs. When we had the "work order" tab we could see all the work orders related to the contact. If that's not possible, add work orders to…
1 vote -
allow seperate contacts for jobs
when creating a job, you should be able to add seperate contacts. When we use a contractor they generally have differetn project managers and salesman and we have to manually add emails and phone numbers and scroll to find their info.
1 vote -
Being able to choose what contact information is populated in a NSE estimate
The issue we ran into is they had an old sales user who was no longer an active user and was replaced recently, and it took the system a second to refresh the contact information automatically populated on the estimate. It would be nice if there was simply a drop-down to select which user you would like to populate their contact information on the estimate.
2 votes -
Comprehensive Sub-contractor Management
An independent contractor/sub section with settings (similar to existing contacts, but specific to contractors). What this could entail....
Enter all contractor contacts through this process. Allow you to add data fields specific to contractors without conflating this information with customer data fields.
A multi-selection drop down notating all fields of work and/or roof types they offer services for.
A document tracking mechanism where an expiration date can be notated on the document and a notification is sent when the document is about to expire (i.e. when COI is about to expire, work comp, a new W9 is required).
Syncs with…
5 votes -
Allow Users to have a Forms Tab with the new JobNimbus.
The customer is unable to use a 'natural form' for a subcontractor contact after a recent change to the system. Customer would like this feature.
1 vote -
When filtering add a toggle for OR filtering not just AND
Currently, if you filter for sales reps and assignees on a board, it will filter for jobs that show you as both the assignee and the sales rep, for instance. It would be nice to allow the filter to toggle to filter for sales rep OR assignee.
1 vote -
Subfolders
Would like to create subfolders to separate out our different type of customers or subcontractors. The list can get very long with all of our customers and subcontractors that we have added.
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?
3 votes -
Limit access on work orders to change status but not edit or create.
We really need our subcontractors inside of jobnumbus to have access to change the status of a work order to complete, but for obvious reasons they need to not be able to edit or create work orders.
5 votes -
Be able to call all Contacts directly from the job (not just the primary contact) from the app
Currently, WHILE USING THE APP when there is more than one contact attached to a job you can only call the primary contact directly from that job (not the secondary contact). There is a work around which would be to go into "Details" and click on the secondary contact and call from there. However, the problem is that then the notes from that phone call store under the contact and not the job (we are aware to relate the contacts and then when in the job click the “related” button and from there all notes from any attached/related contacts or…
16 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 -
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 -
React Option in Activity Tab
I would like to be able to have a reaction or "like" option within the activity tab to mark when a note or email has been viewed or reviewed by an individual.
10 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…
5 votes
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