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Dustin Pitney

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  1. 31 votes

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    Dustin Pitney supported this idea  · 
  2. 10 votes

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  3. 15 votes

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    Dustin Pitney commented  · 

    We need our whole team to be able to see the entire production calendar. Is there a workaround people are using for this now??

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  4. 17 votes

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    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.

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  5. 67 votes

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    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.

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    Dustin Pitney commented  · 

    The description doesn't allow for hyperlinks which is what I'm wanting it for.

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    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.

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  6. 149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    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!

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  7. 94 votes

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    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.

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  8. 24 votes

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    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.

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  9. 22 votes

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    Viewed  ·  1 comment  ·  Communication » Email  ·  Admin →
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    Dustin Pitney supported this idea  · 
  10. 5 votes

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    Dustin Pitney supported this idea  · 

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