JobNimbus Feedback

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  1. 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

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

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

    7 votes
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. Ability to Remove Workflow Image

    I added an image to a workflow and now I want to remove it, but there is no option to remove the image, only change it to another image.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to attach a PDF to an Email Template

    The ability to add a PDF to an Email Template

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. A way to disable Eagleview auto email notifications

    With the number of Eagleviews that we order, we don't want the salespeople to receive the auto-emails that JobNimbus sends when an Eagleview order is completed. Is there a way to add a setting where we can choose if this email notification is sent or not?

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. I would like to have a prepender for Contact, Estimate and Invoice numbers. Example: 2020-001

    I think there should be a prepender a set of numbers you can set up before a dash or suctomer numbers, estimate Numbers and such.

    2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. The Ability to Use Custom Date Fields to Trigger Time-Based Automations

    I have custom date fields I would like to use to trigger automations, especially to create tasks.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Access to Delete Products and Servive,

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

    5 votes
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automations triggered by Estimate Status

    Trigger automations based on estimate status

    Change contact status, set tasks, send emails, etc

    4 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. More Selective Deletion Access

    Currently, the ability to delete most things, from jobs to photos to notes, is granted under the "Delete Records" permission in Access Profiles. This is a broad set of permissions to give under a single option. We'd like the ability to selectively give individual deletion permissions in Access Profiles.

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  14. Session Time Out - Ability to set up duration for inactivity to trigger auto-logout

    Ability to set up an auto-logout due to inactivity and designate the amount of time of inactivity required for the session to time out.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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?

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Duplicate automation rules

    Because of the way the automation rules are set up, I need to create multiple rules to update a client's status. It would be awesome if I could copy an existing rule and then edit it.

    3 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Create Automations that for a Specific Task Completion

    User would like to create automations based on the completion of a specific task rather than just "a task" in general. User wants to move job across statuses automatically based on the completion of tasks to her team, however, as automations are currently configured, the user is only able to create an automation based on any task being changed, not a specific task.

    3 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Better ID customization

    I want to see the ability to better customize ID's for Jobs and Invoices. For example, we have separate PO's for 3 separate divisions, but currently, I have to go in and update the ID before I can add a Job to any of these POs. I would like to see a way that this is more customizable and automated.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automation Note

    I would like it if I could set up an automation that would make a NOTE instead of a TASK. For example, when I move a customer into a specific status, a note would auto populate. Right now, automation is only available for a task or an email; not a NOTE.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

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