Settings
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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 -
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 -
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 -
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 -
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 -
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 -
Customize the field name for "Sales Rep"
The ability to customize and change the field name "Sales Rep" to "Solar Consultant"
1 vote -
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 -
Permissions to edit notes
I would like the ability to control which of my team members have access to editing notes
8 votes -
Access to Delete Products and Servive,
User would like to have access to delete products and services and not just hide them.
7 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
1 vote -
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 -
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 -
Ability to attach a PDF to an Email Template
The ability to add a PDF to an Email Template
1 vote -
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 -
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 -
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 -
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 -
1 vote
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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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