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.

Allow stages to be used as automation conditions

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.

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.

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

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.

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

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

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.

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.

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

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 .

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

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

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.

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.

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?

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.

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.