JobNimbus Feedback

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  1. Option to exclude weekends from Automations

    Ability to exclude the weekends for Time-Based automations.

    4 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. new product entry restriction

    JN should have a permission where we can choose if an access profile can add new products & services. I am soon to have 75 sales reps and I do not want them adding new items.

    6 votes
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  3. to have a reminder set up without assigning a task.

    I need to figure out a way to set the automation to send me a reminder to follow up with a contact after I call or email FROM the JobNimbus app. I know I can set up an automation to schedule follow ups after a status has changed but what if there is no change in the status? I just need a friendly reminder to call someone back without scheduling a task every time. This needs to be applied to current customers, not a new entry. Can I make an option button after ending a call on the app that…

    2 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. The ability to create jobs through automation

    When I create a job, and set an automation that says if contact type is customer, in a particular state, it creates jobs and assigns them to individuals.

    This would drastically speed up our production workflow

    1 vote
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  6. Time tracking for non-users

    Would be so helpful to have the ability to add workers and track their hours in Jobnimbus without them needing to be a Jobnimbus user. Even a lower access account option for workers (as an add-on to our account) would work. Our workers are just laborers and don't need to access anything in Jobnimbus, but we need to track their hours.

    11 votes
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    Viewed  ·  0 comments  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  7. New location settings that allow specific access profiles to see customers

    The new location settings are great. I can now do more with a single jobnimbus than multiple accounts. The issue is that I can not restrict access to clients by specific location. I don't need the office staff in one location to have access to the other locations data but there is no way to restrict that so accounts have to be separated. We currently run 8 different accounts and it becomes increasingly difficult to do this as our business continues to grow.

    1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  8. Auto change status

    We would like to see our statuses automatically change when all tasks are complete. It would save a lot of time and confusion for our sales team.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Participant roles for automation

    A custom job field similar to sales rep that can be added such as 'Estimator' or 'Production Manager' with an option list for active users in the system.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Categories for Products and Services

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Hide Tasks that trigger automation of Status should be able hidden so it some can not manual add those tasks

    If I use tasks to trigger automation to change status should not be used manually because they are special tasks use for a specific purpose

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. team member page

    please add a column for location on the Manage Team page

    1 vote
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    Viewed  ·  0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  14. Services & Products Templates - Kits

    The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.

    3 votes
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    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  15. Workflow statuses are case sensitive

    Workflow statuses are currently case sensitive and either shouldn't be or noted that somewhere that they are case sensitive

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Audit Log for Settings

    Need the ability to see an audit trail of all changes made in Settings.

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automations- set subcontractors as users in email automations

    Currently I have only been able to automate emails to internal users. Why cant we select a subcontractor for this?

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. contingent protected job statuses - a "conditional-mandatory workflow"

    I've used other CRM's that allow admins to set protected job statuses which won't let the workflow advance until certain requirements are met. In JobNimbus, an example might be that there's a collateral job that just finished the majority of work. In order for the status to be updated to "Work Complete," a "work-complete" note type has to be added under the job and perhaps an invoice has to be added under the attachments. Or, there might be a "Work Complete" field under the job that needs to have a date entered. Then, the job will update to "Work Complete."…

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  20. Display the Change Status Text in the Actions columnwith viewing Automation Rules

    It difficult to trace automation steps if you are keying off the status of the parent job. To see what the resulting status of a particular, you have to open up the particular rule and look at it the actual status change that will happen. One should be able to see this in the complete listing of the rules

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