Settings
134 results found
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Triggers need a HUGE upgrade.
I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.
This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).
Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…
5 votes -
Additional template fields for Engage
Add template fields for assignee on the job/contact and for the sales rep within Engage templates.
2 votesWe will be implementing texting on jobs details, which should solve this problem.
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Recurring Automations
I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days
6 votes -
Automation Ideas
Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.
2 votes -
Subcontractor Settings
Our company does not share detailed client information with our subcontractors. I don’t see any reason that a subcontractor would need a paid seat (at least not at the same level as company employees) because the functions necessary would be so limited, but that seems to be only only way to tailor access to information or send them calendar invites.
It would be cool if there was a role specifically for Subcontractors in Team settings. Theoretically, the subcontractor would only need access to THEIR profile, and THEIR calendar with only the information that we want them to see.
In our…
2 votes -
Add time-based automation option for lack of activity
Add condition option to have time-based automation trigger when a contact/job has not had any records updated, not just tasks.
2 votes -
Automations - Deleted Tasks or Branching
Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.
For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"
Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).
5 votes -
Folders or Ability to Reorder Automations
That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.
3 votes -
2 votes
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Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
2 votes -
ACH payments for subscription
add ability to do monthly recurring payments with ACH instead of credit card.
3 votes -
Customize Products and Services
I would like to customize my products and services by adding a section where I can include a Sku number. This would be helpful in better categorizing items.
7 votes -
4 votes
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Using Automations to Assign users or sales reps
Assign "sales rep" or "assigned to" fields with automation.
7 votes -
Add cost layers like shipping and delivery charges in the products and services section.
A way to add cost layers like shipping and delivery charges in the products and services section.
Example: "We ship brick into our yard and that's one cost, then we ship it out on our own trucks locally which is another cost. We would like to be able to add those types of line items to get to our total delivered cost with markup included"
5 votes -
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 -
Conditional Logic for Required Fields
Not sure of category...
Currently we are able to mark Contact Fields as Required.
The issue is that it is all or nothing.
Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.Examples:
If a client is moved to a sold status, a sale date would be required.
If lead source equals Referral, referring individuals name and email would be required.These are specific instances, but this would be useful across industries.
4 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 -
Force log out a user
Need a way to force log out devices and changing the password won't force you out.
5 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
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