Customizing Conditional Fields in Workflows
Regarding the growing need for more efficient workflows, I wanted to highlight how adding conditional field logic and customizable job pipelines in JobNimbus could be a game-changer for your users.
Right now, teams are spending time scrolling through irrelevant fields—slowing down processes and creating friction. By introducing conditional fields, users would only see what matters based on context, improving both speed and accuracy.
Please see the following examples:
At the same time, every business runs differently. A roofing contractor might use a “Roof Replacement” pipeline with a “Permitting” stage and statuses like:
- Permit Documents Made
- Permit Documents Signed
- Permit Submitted
Whereas a general contractor might follow a “Pre-production” stage under a “General Contracting” pipeline with:
- Sub assigned
- Sub scheduled
By aligning CRM structure with real-world operations, your customers gain:
- Clear visibility into job progress
- Better task ownership
- Accurate, overlap-free reporting
- Scalable systems that grow with them
- More meaningful customer interactions
This is a great time to evaluate how these enhancements could support your users and maintain competitiveness in your market.
