Settings
75 results found
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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.
5 votes -
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
18 votes -
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 .
2 votes -
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.
4 votes -
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 -
Setting to adjust the default payment terms.
Please add a setting to adjust the default payment terms on your invoices.
16 votes -
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.
24 votes -
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.
6 votes -
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?
7 votes -
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.
11 votes -
Ability to Include Attachments in Automation Emails
It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer
70 votes -
Add Email Addresses In Automations
JobNimbus absolutely needs to be able to send email automation to "Additional Recipients". The current parameters trap you inside of JobNimbus NOT allowing to send email to a designated email address outside of users or contacts etc. This is a must if we are to alert our field techs without them being a user.
31 votes -
Sorting, Grouping, and Tagging for Automation Rules
We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.
21 votesWe’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
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Automate Status Change of Child Records (Change WO Status when Job status is changed)
Our Sales Rep creates his WO's right after haveing a contract signed. The Production Manger authorizes them later in the workflow after a Job approval process. When the rep creates the WO's they start in a pending status. When the Manager later authorizes the Job it would be nice to have the status on all WO's change the status to the next WO status. (for example "authorized). This would allow us to create a board that starts tracking the WO at "authorized" and have all the WO's show up automatically. This is currently how we do it but the Manager…
8 votes -
Automation for Subtasks
It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.
19 votes
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