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JobNimbus Feedback

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137 results found

  1. Automations - Deleted Tasks or Branching

    Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.

    For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"

    Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).

    3 votes

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    3 comments  ·  Automation  ·  Admin →
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  2. Subcontractor Settings

    Our company does not share detailed client information with our subcontractors. I don’t see any reason that a subcontractor would need a paid seat (at least not at the same level as company employees) because the functions necessary would be so limited, but that seems to be only only way to tailor access to information or send them calendar invites.

    It would be cool if there was a role specifically for Subcontractors in Team settings. Theoretically, the subcontractor would only need access to THEIR profile, and THEIR calendar with only the information that we want them to see.

    In our…

    2 votes

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  3. Darkmode.

    Please build in an optional dark mode in settings for the desktop browser.

    1 vote

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    0 comments  ·  Admin →
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  4. Recurring Automations

    I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  5. Conditional Logic for Required Fields

    Not sure of category...

    Currently we are able to mark Contact Fields as Required.
    The issue is that it is all or nothing.
    Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.

    Examples:
    If a client is moved to a sold status, a sale date would be required.
    If lead source equals Referral, referring individuals name and email would be required.

    These are specific instances, but this would be useful across industries.

    3 votes

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  6. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    9 votes

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    1 comment  ·  Automation  ·  Admin →
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  7. 4 votes

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  8. The ability to see what my employees see on Job Nimbus without logging into their account

    While I am working on upgrading and customizing job nimbus to best suit our company, I would like the ability to "ghost" into employee accounts so I can check what they can see without having to logout of my account and login to theirs.

    4 votes

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  9. Folders or Ability to Reorder Automations

    That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  10. Customization

    For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.

    Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.

    5 votes

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  11. Email containing Attachment automation

    If an email contains an attachment

    Attachment type is equal to estimate

    Change estimate status to sent

    I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  12. Automations only trigger on Weekdays.

    The ability to ensure automations don't trigger on a weekend.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  13. 1 vote

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  14. Automations triggered by email responses

    I would love to create an automation based on how a customer replies to an email sent to them from JN

    2 votes

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    1 comment  ·  Automation  ·  Admin →
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  15. Automation to update what person(s) are current assignees through a job workflow.

    As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.

    6 votes

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    0 comments  ·  Automation  ·  Admin →
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  16. Assign Group for New Users

    I'd like to have the ability to assign a group while I am adding new team members. This will help with having to toggle to different areas of the settings once a new user has been added.

    2 votes

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    0 comments  ·  Groups  ·  Admin →
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  17. More User Control options

    Under settings all the different types of options for example contacts, jobs, workflows, reports, and the dashboard itself. It's usually 2 options All Team members or Sales Rep/Assigned to Job. It would be great if the Admin person can have more control depending on the role in the company and be able to choose specific people. For example, on reports, some staff may not be tech-savvy and it will be faster for the admin to create it and assign it only to that person instead of having to go on their profile. Especially for those of us that are under…

    2 votes

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  18. Allow different Job Number Template for different Companies (Locations).

    A way to set different Job Number Template for different Companies (Locations).

    4 votes

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    Viewed  ·  0 comments  ·  Admin →
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  19. Disable note editing option

    Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.

    3 votes

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Admin →
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  20. Automations for SumoQuote additions.

    The ability to create an automation based on a sumo quote estimate entering the system.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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