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)

Allow stages to be used as automation conditions

Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.

Would like to be able to use Special Characters when building Products and Services

When adding a team member, the customer would like the option to change their title to something other than just "sales rep"

Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.

Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.

Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .

Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.

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

Disable the notifications for the subcontractor workflows by default as it is not known that this is enabled by default and work orders have been sent out to subcontractors before the work order is actually complete causing confusion and potential charges from the subcontractor.

Would like to be able to subcategorize my Products and Services into different Supplier Catalogues similar to how Beacon is setup.

I don't always move my jobs directly into the Sold stage. Sometimes a job will be signed and immediately move from Estimated to In Production, skipping the Sold stage. I want any stage in my workflow after the Sold stage to be recognized as Sold.

I have frequently rotating users, and I don't need them to have access to emails in contacts they are assigned to. Customers share sensitive data in emails that I don't want our rotating crews to have access to through JobNimbus. I'm concerned it could be a liability issue.

Add the ability to allow limited access users see tasks that are related to a contact or job they are assigned to or are the Sales Rep for.

This would help so that a Sales Rep (or other assigned users) can see what all is happening on a contact/job they are working on but not need full access and don't need to be assigned to the task as the task isn't for them.

There are portions of the settings that I would like to allow for additional users to access; however, they don't need to have access to ALL of the settings (ie Work Flows, Access Profiles, etc). Is there a way that we can have more selective/granular settings options for some of our access profiles?

Under the settings - General - at the bottom, where it says display name template please add the description - example:
FirstName LastName Description or Job Number so that when there is a job number entered into the specific spot it now shows up on all created documents and production aspects so that it does not have to be added in separately and will more easily sync with QB.

Would like to be able to set the Creator of Material Orders as a Trigger in Material Order Automations. Currently there is only a trigger for Sales Rep, Date, and Location.