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JobNimbus Feedback

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171 results found

  1. Change Status of Job with Automation

    I would like to be able to change the status of a job with automation, not just the primary contact of the job.

    1 vote

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    1 comment  ·  Automation  ·  Admin →
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  2. Add Email Signatures

    I would like to be able to save an email signature to be automatically added to any emails sent out through my account to customers, the way I can on Gmail. Right now I am continuing to use Gmail the majority of the time because otherwise I have to manually add a screenshot of my email signature to any emails I send thru JobNimbus. Perhaps more importantly, either way I cannot manually add a screenshot of my email sig to any automated emails so would need a way for it to be automatically added.

    5 votes

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    1 comment  ·  Admin →
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  3. Automation for multiple invoices or based on multiple record types

    I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  4. Hide some Documents but Not Others

    I would like to be able to hide some documents on a job from some employees, but not others. I also don't want to hide all of the documents, just specific ones.

    1 vote

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  5. Auto Create Work Order Upon Status Change

    I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  6. Triggers need a HUGE upgrade.

    I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.

    This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).

    Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…

    5 votes

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    4 comments  ·  Automation  ·  Admin →
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  7. Block deletion of tasks and notes

    I would like for the access profiles to be able to keep individuals from deleting notes and tasks that they did not create.

    1 vote

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  8. Restrict ability to edit jobs

    I would like to be able to restrict who can edit a job and have 'view only' as an option.

    1 vote

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  9. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    35 votes

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    23 comments  ·  Automation  ·  Admin →
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  10. Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting

    Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.

    This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.

    4 votes

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    1 comment  ·  Automation  ·  Admin →
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  11. 2 votes

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    0 comments  ·  Automation  ·  Admin →
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  12. Automations - Deleted Tasks or Branching

    Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.

    For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"

    Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).

    5 votes

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    3 comments  ·  Automation  ·  Admin →
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  13. Design template selector with editing options

    When emailing an estimate - to have the ability to see the different design templates, giving you option to add or change things as a way to personalize it before sending it, along with having the option to add an email header.

    2 votes

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  14. Design Templates & Section Descriptions

    I am using the blue Estimate design template and it allows for a section description. Since that design template doesn't exist for invoices and the existing invoice templates don't allow for a section description, that description is lost once I convert the estimate to an invoice. Can we add that same design template to invoices as well?

    1 vote

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  15. Recurring Automations

    I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  16. Limit access to all documents and photos

    Ability to restrict access to all documents and photos. Currently, when you restrict access it only hides documents uploaded by JobNimbus. I don't want these team members to see any of the documents or photos when I pick no access.

    2 votes

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  17. Assignment of User to Contact or Job based off of Trigger

    We have a team dedicated to Supplementing our jobs. When a job is updated to the supplementing status we created we have a task automation to assign it to the supplement team; however, the user can only see the task and cannot see the job because they were previously not assigned to that job. Would love to see it possible where based on a trigger "status update" or others, a user is able to be assigned to the project.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  18. Using Automations to Assign users or sales reps

    Assign "sales rep" or "assigned to" fields with automation.

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  19. Limit who can create boards

    Limit the ability to create boards even if it is marked "just me". We do not want team members to create boards for themselves. We want them to stick to a process.

    2 votes

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  20. Customize Products and Services

    I would like to customize my products and services by adding a section where I can include a Sku number. This would be helpful in better categorizing items.

    5 votes

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