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. Reminder Email about annually account renewals

    Have a reminder email go out before a payment is withdrawn, to pay for JobNimbus. Especially, if it's a significant amount of money.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Using automations to update estimate/invoice status

    The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add additional criteria for Alerts

    In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Access profile option to make email threads hidden

    A way to adjust access profiles, so they can't see the email threads in a job/contact.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  5. Form automation options/ tasks

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

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Turn Off ID Number Feature

    I wish that we had the ability to just remove the JobNimbus contact id's all together. Just the option to turn off this feature would be great!

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Search functionality for Automations (key words, etc.)

    It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. an Automation to send out invoice receipts

    Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Videos on Forms

    It would be great if we could upload videos on forms. As of right now, we can only upload pictures.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. "Staging site" for workflows

    Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  11. Internal notes on Products & Services

    It would be very helpful to have an internal notes section on products and services.

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  12. Have the option to turn off the view for uploaded documents

    In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.

    1 vote

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  13. Job Display Name Format

    After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2 votes

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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automations based off empty fields

    I would like to build automations based on an empty or blank field

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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)

    11 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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.

    3 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  19. Task Automation

    A way to automate tasks, where it can tag everyone instead of having to assign each individual.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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…

    3 votes

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