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.

The option to have emails sent inside of JobNimbus to show from a custom email address and not the @jobnimbusmail email for team members

The ability to rename default contact/job fields

I would like a video showing some actually useful automations being built from the system should be made. I understand the process. I want some advanced examples. How to set them up, and why and what they do to help the user.

Would like to be able to create an automation triggered to change the job or contact's status once multiple tasks have been completed

I have made a workflow "hidden" so that it can't be added to. Oddly, contacts already inside the workflows can have their status changed from board, but not from the contact menu itself. I'd like it to be consistent one way or the other, please.

Would like to be able to remove the image associated with team members profile. I can add or change the image but not remove it.

Allow for smart automations. Currently If the automations has already triggered for a customer and we accidently move them back into a status . The automation will retrigger because the conditions are met again. With a smart automation the automation would first look to see if it has fired for this customer and if it has then it would not retrigger.

The ability to automate the sending of a document through a status change automation

I'd like to create automations that trigger for notes and attachments based on the status of the parent job or contact.

Add an automation action to change the status of an estimate. For example, when a work order is created, the estimate moves to approved.

Would like ability to create an automation that creates a document, with an estimate attached. This automation would be triggered by the total amount on an estimate.

I would like to be able to copy all the settings from my JobNimbus account, download them and then upload them into a separate business' JobNimbus account.

The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

A way to create an automation notification for when a job/contact start date is changed.

I would like the ability to control which of my team members have access to editing notes

User would like to have access to delete products and services and not just hide them.

We are looking for a way to assign leads in a round robin style, however we have 3 office people who assign leads and leads aren't assigned evenly. Eventually we will have a pecking order and leads will be manually distributed based off sales reports. Unless we can incorporate top performers for a set length of time and certain lead sources would go to certain reps based off of performance.

Any way we can automatically assign leads just to the next rep on a specific list?

It would be nice for an automation option to have a work order populated when a customer is in a certain status.