JobNimbus Feedback

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  1. 2 votes

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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    3 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    3 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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…

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  6. Stop Automations from triggering multiple times

    Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Days in status being part of automation conditions

    For days in status as part to an option in the conditions section of automations.

    1 vote

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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Estimate Automations - condition around workflow type

    The ability to place a condition on an estimate automation for the workflow type.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Exporting Team Page to Excel

    Ability to Export the Manage Team Page located in settings to an excel sheet ( separating Inactive and active team members )

    1 vote

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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  12. Turn of Location Based Products feature

    Have the option to turn off "Location Based Products" feature.

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  13. Being able to disable material and labor

    Having the option to enable and disable material and labor

    2 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  15. Product & Services- Move product name to top of list upon search.

    . Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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)

    5 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automation Based on Built-In Job/Contact Fields

    The automation system would more powerful if there was the ability to use the Built-In fields as conditions. We can use custom fields, why not the built-in fields? I think this change would be easy to implement as well.

    "Is Archived" is an obvious built in field needed, but there are many other useful ones. I have to set up not equal status conditions to all my archive statuses if I want automation to only run on active jobs.

    example

    IF State is equal to Iowa

    another example

    IF Lead Source is not equal to Google

    Most of my work…

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Deleting just photos - Access profiles option

    Ability to give team members the ability to delete just photos no other records or documents

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automatic Job Creation or Warning Pop-Up

    With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:

    1. If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
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