Contacts & Jobs
273 results found
-
ADDING Tags VIA Automation
Can we please make an "ACTION" option for Automations to ADD a Tag based on events, trigger type and conditions
1 vote -
Auto-Fill Addresses Later
When adding in a job address, entering the zip code auto-fills city and state. However, if you save a job with no address info at all and then go to add it, the __-_ lines do not appear in the zip and it does not autofill the city and state when entered. Please add this so things are easier to update when needed.
3 votes -
Supplier field on Job
In addition to the 'Assigned to' & 'Subcontractor' section on the job fields, it would be nice to have a drop down with the available supplier contacts to select who you are using for that project just like you can do with the subcontractors.
1 vote -
Multiple Workflows/Scopes under 1 Job
The ability to add different scopes of work that are associated with the same job but require different trades/crews and different schedules. For example, if we have a customer with 3 different types of roofing systems (shingles, metal accents, and TPO for their deck) there would be 3 different orders and 3 separate crews scheduled for those scopes. Or if we perform more work at the same location, for example if they build an addition 2 years after we replaced their roof, it would be helpful to be able to separate that scope of work from the original roof work.
1 vote -
All Automated Engage Activity Displays under Contact
When utilizing an automation to send an Engage message, the information will only log on the primary contact when the trigger record is a Task, Job, or Contact trigger.
This feature is absent when utilizing an automation that triggers from an Invoice, Estimate, Material Order, or Work Order and can only fully be viewed when reviewing the Engage conversation.I would like the ability to see all my Engage activity on the primary contact record as this is the source of the phone number and the activity is logged here when an Email communication is sent.
2 votes -
1 vote
-
Be able to set any field as 'required' and not just the custom ones
Be able to set any field as required and not just custom fields. For example email address or lead source should be able to be made required. This assist in pulling more accurate reports.
3 votes -
filter for automations
Search/Filter bar for automations within the automations page. We have 68 automations. I'm having to manually scroll down each page visually searching for automations by title. I will soon need to duplicate many of them for 2 new locations.
4 votes -
Backdate Stage Dates on Insights
I would like to be able to manually change the stage date shown on Insights.
13 votes -
Allow Signature page not attached to an estimate
Sometimes estimates are sent before you have earned the job, when that happens the estimate is signed reflecting the dollar amount, but you have not had the conversation yet about the smaller details like colors. I would like a way to send over those selections for signature. Kind of a "order confirmation" page where they are signing off on product, color, ventilation, etc.
2 votes -
Add "Tasks" to the Contact Page on Jobs V2
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?
3 votes -
Change names for signing documents
Having the ability to change the name on agreements/documents that require a signature without having to go and change the primary contact. This would save so much time when dealing with PM or CM companies that require owner signature but have the PM as the main point of contact. Especially after creating the document, if we didn't remember to change it before creating the document we have to create another of which we aren't even able to duplicate which is a whole sperate issue, wasting so much time for such an easy fix.
1 vote -
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.
1 vote -
Can we add a photo to the contact from the job files - I would like to be able to add a photo of the front of the house to each job
I would love to be able to add a photo to the job contact file right from the job photos- I think being able to add a photo of the front of the house as an extra layer of protection to get the crew to the right house. the first photo we take of the house from the road always gets buried at the bottom.
2 votes -
Add Contacts Button in Top Toolbar & Search In Contacts
Add a navigation button to the toolbar for opening the contacts page. Add a search feature on the contacts list that filters the contacts list in a larger area than the top search bar. The top search bar search is not a good way to see a list of contacts that comes up in the search for a name or address. Search filters in general need to be better.
I have had a Contacts button in the tool bar a time or two and it has always disappeared soon after appearing. My sales people also find this annoying because they…1 vote -
Required Field When Moving a Job to Lost
When changing the status of a job to Lost, I would like a way to require it to give a reason why from a predetermined drop-down list.
6 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
12 votes -
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 -
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 -
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.
4 votes
- Don't see your idea?