JobNimbus Feedback

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  1. Allow us to create fields for specific workflows/boards instead of every workflow/board

    Allow us to create fields for specific workflows/boards instead of every workflow/board. It would be nice to have customized fields for each board.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Delete Inactive User Completely

    In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.

    1 vote

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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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)


    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create stage conditions on automations

    Allow stages to be used as automation conditions

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Access Profile Delete Option

    Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  6. Special Characters Products and Services

    Would like to be able to use Special Characters when building Products and Services

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. The ability to change the term "sales rep"

    When adding a team member, the customer would like the option to change their title to something other than just "sales rep"

    1 vote

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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  8. Templates trigger Automations

    Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered

    Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Assign To as a possible Action is Automations

    Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automate updating Custom Fields values

    Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change email address that receives subscription notices

    Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.

    2 votes

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    0 comments  ·  Subscriptions  ·  Flag idea as inappropriate…  ·  Admin →
  13. Service Packages in Products Services

    Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate

    2 votes

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  14. Disable subcontractor notifications by default

    Disable the notifications for the subcontractor workflows by default as it is not known that this is enabled by default and work orders have been sent out to subcontractors before the work order is actually complete causing confusion and potential charges from the subcontractor.

    2 votes

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  15. 1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add Supplier Catalogue subcategory

    Would like to be able to subcategorize my Products and Services into different Supplier Catalogues similar to how Beacon is setup.

    1 vote

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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  17. Recognize any stage after Sold as Sold

    I don't always move my jobs directly into the Sold stage. Sometimes a job will be signed and immediately move from Estimated to In Production, skipping the Sold stage. I want any stage in my workflow after the Sold stage to be recognized as Sold.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Include Email As A Record Access Toggle

    I have frequently rotating users, and I don't need them to have access to emails in contacts they are assigned to. Customers share sensitive data in emails that I don't want our rotating crews to have access to through JobNimbus. I'm concerned it could be a liability issue.

    3 votes

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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to show related tasks of a contact/job that a Limited Access User is not assigned to but they are assigned to the contact/job

    Add the ability to allow limited access users see tasks that are related to a contact or job they are assigned to or are the Sales Rep for.

    This would help so that a Sales Rep (or other assigned users) can see what all is happening on a contact/job they are working on but not need full access and don't need to be assigned to the task as the task isn't for them.

    1 vote

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  20. More Flexibility in Access Profile Setup

    There are portions of the settings that I would like to allow for additional users to access; however, they don't need to have access to ALL of the settings (ie Work Flows, Access Profiles, etc). Is there a way that we can have more selective/granular settings options for some of our access profiles?

    2 votes

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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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