Settings
134 results found
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Products and Services Updates Needed
Three things would make products and services more useful
Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors
Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)
Sub categories for products (shingle colors, boot sizes, etc)
25 votes -
Automation Trigger to Change Job Field
I would really love to be able to change custom fields with automation.
I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.
Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.
I dream of…
9 votes -
Time Zones for Multiple Locations
We really need to have the option for our Office Manager to schedule tasks for multiple locations, in different timezones, from a single login. It currently bases the time off of her profile's time zone. The only solution right now is to create a secondary login for her with the other time zone set; this defeats our benefit of using the Locations feature vs having an unnecessary, second account.
8 votes -
Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 votes -
Implementation of SSO
Would like the option to use Single sign-on (SSO) for signing into JobNimbus
3 votes -
Edit saved units in Products and Services
User would like the ability to edit and delete a saved unit type and not add a new one.
7 votes -
Document Automation Capability
The ability to make an automation to change the status of a job or contact once a document is sent out. Or any document related automation triggers.
3 votes -
View only access profile option
Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.
7 votes -
Days in status being part of automation conditions
For days in status as part to an option in the conditions section of automations.
6 votes -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
4 votes -
Make Service Item editable only to Admin
Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only
3 votes -
3 votes
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Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
Ability to use different contact types in automations
Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.
2 votes -
Delete Inactive User Completely
In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.
7 votes -
Get a prompt before automated email is sent
We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.
If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.
As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.
3 votes -
Product and Service font formatting
Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.
8 votes -
Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
Grouping Products and Services
Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate
8 votes -
The ability to change the term "sales rep"
When adding a team member, the customer would like the option to change their title to something other than just "sales rep"
3 votes
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