JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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  1. 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 →
  2. 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

    1 vote
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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automations Based on Note and Attachment With Status Conditions

    I'd like to create automations that trigger for notes and attachments based on the status of the parent job or contact.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Automation triggered by estimate total.

    Would like ability to create an automation that creates a document, with an estimate attached. This automation would be triggered by the total amount on an estimate.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Copy All Account Settings

    I would like to be able to copy all the settings from my JobNimbus account, download them and then upload them into a separate business' JobNimbus account.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Customize the field name for "Sales Rep"

    The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. An Automation for the change of a Job/contact start date

    A way to create an automation notification for when a job/contact start date is changed.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Permissions to edit notes

    I would like the ability to control which of my team members have access to editing notes

    8 votes
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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  10. Access to Delete Products and Servive,

    User would like to have access to delete products and services and not just hide them.

    7 votes
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automate a WO template

    It would be nice for an automation option to have a work order populated when a customer is in a certain status.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to Remove Workflow Image

    I added an image to a workflow and now I want to remove it, but there is no option to remove the image, only change it to another image.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to attach a PDF to an Email Template

    The ability to add a PDF to an Email Template

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. A way to disable Eagleview auto email notifications

    With the number of Eagleviews that we order, we don't want the salespeople to receive the auto-emails that JobNimbus sends when an Eagleview order is completed. Is there a way to add a setting where we can choose if this email notification is sent or not?

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  16. I would like to have a prepender for Contact, Estimate and Invoice numbers. Example: 2020-001

    I think there should be a prepender a set of numbers you can set up before a dash or suctomer numbers, estimate Numbers and such.

    2 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. The Ability to Use Custom Date Fields to Trigger Time-Based Automations

    I have custom date fields I would like to use to trigger automations, especially to create tasks.

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    0 comments  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automations triggered by Estimate Status

    Trigger automations based on estimate status

    Change contact status, set tasks, send emails, etc

    4 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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