Dustin Pitney
My feedback
10 results found
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32 votesDustin Pitney
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click on address on profile card and a new window opens showing on Google maps (web browser version)
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16 votes
An error occurred while saving the comment Dustin Pitney
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17 votes
An error occurred while saving the comment Dustin Pitney
commented
I brought this up at the last Crew Summit. Even the assigned sub-contractor doesn't pull up when I go to send an email.
A super helpful thing another CRM did was allow any email in our contacts to be searched for so we don't have to copy/paste. We used this a lot when it came to insurance carriers so we could put their info in as a contact and pull it up on any job with that carrier.
Dustin Pitney
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86 votes
Great idea! Thank you for your suggestion.
The “Description” field on Contacts and Jobs is sometimes used as a “permanent note” that always stays at the top, but your idea will be great to have alongside that to make notes more dynamic and useful.
An error occurred while saving the comment Dustin Pitney
commented
The description doesn't allow for hyperlinks which is what I'm wanting it for.
An error occurred while saving the comment Dustin Pitney
commented
This should be pretty straight forward, but we have some notes on files that would be much easier to reference if we could sticky them to the top.
Dustin Pitney
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149 votes
An error occurred while saving the comment Dustin Pitney
commented
A feature I loved as a sales rep in Acculynx was the ability to select multiple jobs and have it create a pin map of the addresses on one map. This allowed me to set my route for the next day making it so I could more easily hit 10+ inspections in a day with the most efficient route!
Dustin Pitney
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100 votes
Great news! We are planning on adding Google Maps autocomplete functionality, so that whenever you create or edit a Job in JobNiimbus, as you begin to type the address the suggested Google Maps locations will appear below. This should greatly streamline the process of adding new leads and Jobs, and improve the accuracy of the data inputted as well.
Dustin Pitney
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26 votes
We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys
An error occurred while saving the comment Dustin Pitney
commented
On the sales board, we only see $ amounts for jobs signed through the estimates. We use SumoQuote and none of these jobs show up on the sales board.
Dustin Pitney
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23 votesDustin Pitney
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5 votesDustin Pitney
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We need our whole team to be able to see the entire production calendar. Is there a workaround people are using for this now??