JobNimbus Feedback

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  1. 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.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. Tasks Assigned Via Automations Should Assign Same Team Member to Corresponding Job/Contact

    When a task is assigned to a team member through an automation, it should automatically assign that team member to the contact/job (similar to how it occurs when you manually assign someone to a task).

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automation conditions for related contacts

    Add conditions for related contacts so that an automation will only trigger if a specific contact is related to the triggering record. This could be specific to type of contact that is related such as Suppliers, subcontractors, etc....

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. User Groups or Departments for tasking

    I would like to be able to group User Profiles into departments to assign tasks, appointments, or work orders to. For example, a task for "Production" to start scheduling a job when it is sold, tasking those individuals assigned to the department. It would make things smoother and quicker than having to tag everyone involved in a specific area.

    2 votes
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  7. More Condition Options

    I would like to see more condition options, especially for when when a payment is equal to the amount of an invoice. I would also like to see conditions for names of Jobs and Contacts. There are also other condition options that would be very helpful in running automation rules.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Logo - Multiple Locations

    Would like to have the ability to change the Logo dynamically. When changing default company the logo should adjust as well.

    1 vote
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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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?

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  10. Smart automations

    Allow for smart automations. Currently If the automations has already triggered for a customer and we accidently move them back into a status . The automation will retrigger because the conditions are met again. With a smart automation the automation would first look to see if it has fired for this customer and if it has then it would not retrigger.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Disable the @JobNimbus email for all team members

    The option to have emails sent inside of JobNimbus to show from a custom email address and not the @jobnimbusmail email for team members

    2 votes
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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  12. The calendar is not user friendly when searching through to determine the availability of a sales rep

    When on the phone with a customer, time is of the essence. It is cumbersome to use the calendar the way it stands currently, as it does not allow for easy scrolling through of sales reps to see who may or may not be avail on any given day/time. (Having to un-check and check sales rep boxes is very time consuming & when you have numerous sales reps had to remember who you previously had check availability on etc...)

    1 vote
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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automation action to change estimate status

    Add an automation action to change the status of an estimate. For example, when a work order is created, the estimate moves to approved.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add an automation to send/create a document upon a status change

    The ability to automate the sending of a document through a status change automation

    3 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to rename default fields

    The ability to rename default contact/job fields

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Advanced Automations video showing build and results

    I would like a video showing some actually useful automations being built from the system should be made. I understand the process. I want some advanced examples. How to set them up, and why and what they do to help the user.

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

    We are looking for a way to assign leads in a round robin style, however we have 3 office people who assign leads and leads aren't assigned evenly. Eventually we will have a pecking order and leads will be manually distributed based off sales reports. Unless we can incorporate top performers for a set length of time and certain lead sources would go to certain reps based off of performance.

    Any way we can automatically assign leads just to the next rep on a specific list?

    4 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Automation options for event based payment as trigger are incorrect

    The "If payment amount is equal to" is a useless automation as it currently is set up to work. It should not require a specific value but rather a value relative to the invoice total. The options should be "equal to total", i.e., paid in full, and "less than total", i.e., existing balance still due. Every job has its own unique value in the trades. requiring an automation to have as a trigger a specific dollar value simply cannot work in such a context. All five pull down menu options are based on actual values or ranges of values. This…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automation triggered by multiple completed tasks

    Would like to be able to create an automation triggered to change the job or contact's status once multiple tasks have been completed

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Statuses Can Be Changed In Hidden Workflows

    I have made a workflow "hidden" so that it can't be added to. Oddly, contacts already inside the workflows can have their status changed from board, but not from the contact menu itself. I'd like it to be consistent one way or the other, please.

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