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

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

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

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.

We have our sales team filling out estimates on the job and they don't always add the necessary markup to cover cost, commission, and make a company profit.

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.

A way to increase the number of characters for the product / services name field.

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.

I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep

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.

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

We should be able to create our own template for estimates.

1. Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.

2. Be able to pull in code from item on products and services to make it interact on a document

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.

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.

I'd like the ability to specifically hide emails from certain access profiles.

Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.

Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.

Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)