JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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  1. Include Email As A Record Access Toggle

    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.

    3 votes
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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. Disable the @JobNimbus email for all team members

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

    2 votes
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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to rename default fields

    The ability to rename default contact/job fields

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Advanced Automations video showing build and results

    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.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automation options for event based payment as trigger are incorrect

    The "If payment amount is equal to" is a useless automation as it currently is set up to work. It should not require a specific value but rather a value relative to the invoice total. The options should be "equal to total", i.e., paid in full, and "less than total", i.e., existing balance still due. Every job has its own unique value in the trades. requiring an automation to have as a trigger a specific dollar value simply cannot work in such a context. All five pull down menu options are based on actual values or ranges of values. This…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Automation triggered by multiple completed tasks

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

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Statuses Can Be Changed In Hidden Workflows

    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.

    2 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. Remove Team Member Image

    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.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Smart automations

    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.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add an automation to send/create a document upon a status change

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

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automations Based on Note and Attachment With Status Conditions

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

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automation action to change estimate status

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

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automation triggered by estimate total.

    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.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Copy All Account Settings

    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.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Customize the field name for "Sales Rep"

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

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. An Automation for the change of a Job/contact start date

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

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Permissions to edit notes

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

    8 votes
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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  18. Access to Delete Products and Servive,

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

    8 votes
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  19. assignment

    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?

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automate a WO template

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

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