JobNimbus Feedback

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  1. Automatic Job Creation or Warning Pop-Up

    With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:


    1. If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Time-Based Automation for Estimates

    We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create stage conditions on automations

    Allow stages to be used as automation conditions

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automation for Tagged Team members

    It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. New Automation Note Condition

    With automations; it'd be beneficial to be able to include a condition that would trigger if a note is NOT left on a job or contact record after a certain period of time.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Invoice/Estimate Automated Notifcation

    I would like to be able to create an automation that would notify me any time an invoice or estimate email is responded to.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automation to check for Null options in conditions

    In my automations I want to check when a field goes from NULL to an available option. For example, I want to check when a shingle color is selected, a drip edge color selected to trigger the next status of "Order Material". I need to be able to set as a condition "shingle color NOT EQUAL TO NULL" and "drip edge color NOT EQUAL TO NULL". Right now there isn't a way to set up this condition in my automation.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add Invoice as Option to Automations

    I would like to have invoice as an option when creating an automation.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 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 →
  11. 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 →
  12. Automation to send invoice PDF document

    Add an option to automations that can email most recent invoice PDF document.

    4 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  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

    4 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

    10 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automation option to allow a Job to be created when a customer is created

    Since we have enabled the "job option", it would nice to create a Job automatically when we create a customer. This would be done via an automation rule. Currently the option only allows creation of a Task.

    16 votes

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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automate document creation

    I would love to take a customer who has agreed to a proposal to move to a new status that triggers document creation from a template like a contract etc.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Work orders and automation

    Trying to automate work orders when completed to move the parent contact from a certain status to another status, the issue is that we may have multiple work orders for one job but only one work order for another, then when we move the worker order to completed it wont move the parent file to the new status because only one work order was created. Is there a way to base the status change regardless of how many work orders you create for a parent file?

    6 votes

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    2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Lead Source as Automation Condition

    At present:
    IF type = Customer
    IF status = Active

    Needs:
    IF LeadSource = <selected>

    This automation would enable based on lead source where and whom to send creating tremendous flexibility including the immediate dispatch of web form leads to say a designated dispatcher.

    22 votes

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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automation to Create Job on Contact Status Change

    I would love to create an automation that when a contact is moved to a certain status it can trigger the automation to create a job. For example I have a status of sold in contacts and when I move the contact to that status it automatically creates a job for that contact.

    7 votes

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