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Alexsa Dodd

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  1. 6 votes

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    Alexsa Dodd shared this idea  · 
  2. 44 votes

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  3. 35 votes

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  4. 8 votes

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  5. 3 votes

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  6. 6 votes

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  7. 21 votes

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    Viewed  ·  4 comments  ·  Contacts & Jobs » Tags  ·  Admin →
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    Alexsa Dodd commented  · 

    Having it be part of an editor also would make it so that if that specific tag is removed from all jobs, it is still an available tag to select. Whereas right now, if I clear out all contacts with that tag, then I have to re-edit the report I'm using to pull those tags whenever that tag is reapplied to a new batch of customers.

  8. 172 votes

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    Good news!  We are planning to improve this functionality in an upcoming release.  Phone numbers (and other contact information) from the related Contacts will be displayed prominently on the Job view screen.  This will mean you no longer have to click into the Contact from the Job to find the phone number or email address.


    We expect this update to release in the next 30 days.

    Alexsa Dodd supported this idea  · 
  9. 147 votes

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    Alexsa Dodd supported this idea  · 
  10. 16 votes

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  11. 10 votes

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    Alexsa Dodd commented  · 

    I do wish that not everything that you added went to the right automatically AND that when you click on the contact card in a job, you would be able to customize the info that you see within that little pop-up.

    Alexsa Dodd supported this idea  · 
  12. 13 votes

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    Alexsa Dodd commented  · 

    Agreed -- It would be nice to do this WITHOUT having to create a new status either. For example, we have customers who are submitting HOA on their own, but we would like to be able to notate they they have or have not submitted yet.
    Same goes for payments -- we would like to have the status in one column of pending payout, but separate them within that column of "invoice acknowledged/ payment planned" or "not acknowledged".

    Alexsa Dodd supported this idea  · 
  13. 17 votes

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    Alexsa Dodd commented  · 

    Yes -- Each rep has their own number through Ring Central and right now and they want to be able to use Job Nimbus mobile so that they can easily create notes for the call, but when they do call they are risking their personal numbers going out. We need to be able to mask the number so that the customer can call the proper line back.

    Alexsa Dodd supported this idea  · 
  14. 3 votes

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    Alexsa Dodd supported this idea  · 
  15. 80 votes

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    16 comments  ·  General  ·  Admin →
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    Alexsa Dodd supported this idea  · 
  16. 7 votes

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    Alexsa Dodd supported this idea  · 
  17. 4 votes

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    Alexsa Dodd supported this idea  · 
  18. 64 votes

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

    Alexsa Dodd supported this idea  · 
  19. 110 votes

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    Alexsa Dodd supported this idea  · 
  20. 28 votes

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    Alexsa Dodd supported this idea  · 
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