Settings
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2 votes
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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 -
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 -
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 -
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 -
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 -
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 -
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 -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
1 vote -
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 -
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 -
Turn of Location Based Products feature
Have the option to turn off "Location Based Products" feature.
1 vote -
Being able to disable material and labor
Having the option to enable and disable material and labor
2 votes -
Product & Services- When hiding a product, have it not referenced at all when saving new product with similar name.
Have the hidden P&S not be referenced at all.
1 vote -
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 -
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 -
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 -
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 -
Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
1 vote -
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:
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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