Settings
134 results found
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Show more than 10 items when searching products and services when creating estimate
Show more than 10 items when searching products and services when creating estimate. Example, 14 products and services saved with dispatch in the title. Only 10 total will show when clicking "see more" even though more exist.
3 votes -
Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
2 votes -
5 votes
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The ability to see what my employees see on Job Nimbus without logging into their account
While I am working on upgrading and customizing job nimbus to best suit our company, I would like the ability to "ghost" into employee accounts so I can check what they can see without having to logout of my account and login to theirs.
5 votes -
Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
8 votes -
Assign to a Group for contacts, tasks, jobs, etc
Add the ability to assign tasks, contacts, jobs, work orders, etc to groups as opposed to manually adding each individual assignee every time.
11 votes -
Adding profile photos for other users
Request for a feature enabling the account owner or admin users to upload profile photos for other users, especially field or sales workers.
3 votes -
Automations triggered by email responses
I would love to create an automation based on how a customer replies to an email sent to them from JN
3 votes -
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
5 votes -
Customization
For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.
Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.
5 votes -
Email containing Attachment automation
If an email contains an attachment
Attachment type is equal to estimate
Change estimate status to sent
I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job
2 votes -
Create an automation to trigger when a contact/job leaves a status.
We have jobs that could go into one of many statuses that come from one specific status and we need to create a task based on when those contacts leave the original status.
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
Hide emails from limited access users
I'd like the ability to specifically hide emails from certain access profiles.
9 votes -
Automation to update what person(s) are current assignees through a job workflow.
As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.
6 votes -
Increase the Character Limit for Product & Services
A way to increase the number of characters for the product / services name field.
6 votes -
Form automation options/ tasks
Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.
11 votes -
Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
2 votes
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Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
5 votes
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