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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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71 results found

  1. 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!

    2 votes

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    1 comment  ·  Automation  ·  Admin →
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  2. 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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  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. 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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  5. 3 votes

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    0 comments  ·  Automation  ·  Admin →
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  6. 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.

    36 votes

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    23 comments  ·  Automation  ·  Admin →
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  7. 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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  8. 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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  9. Using Automations to Assign users or sales reps

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

    7 votes

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    2 comments  ·  Automation  ·  Admin →
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  10. 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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  11. 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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  12. Automations Create Tasks that last 1 Week

    The logo wants to be able to create an automation that creates a task that lasts a full week or can specify a time frame that the task starts and ends.

    1 vote

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  13. 1 vote

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    0 comments  ·  Automation  ·  Admin →
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  14. Option to Turn off Automatic Assignees, or to Tailor them

    I'm sure it makes sense for some companies... but automatic contact/job assignee updates messes up our custom automations sometimes. It would be great if there was an option to turn that function off

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  15. Automations- Need to be able to Filter based on Split Invoice Due Dates

    Originally, we had planned to use automations to help keep our customers reminded of their invoice due dates for deposits and final payments. We're running into the issue of the same automations triggering for both invoice dates. It would be nice to have an option to filter conditions between the two, so that I can reference a deposit vs a final payment in automated text and email communications.

    1 vote

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  16. 6 votes

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    1 comment  ·  Automation  ·  Admin →
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  17. Consider that Automations are probably only managed by one person on each team

    I'm not sure what strategy is used to sort through these suggestions or decide how they are implemented, but I think some consideration should be taken for the fact that there is probably a limited number of people from each company/client that is going to be leaving suggestions here.

    It seems like maybe these suggestions get bypassed in lue of ones that have more votes, but you're more likely to see that 6 votes probably means 6 companies as a whole... our guys in the field don't have the time to upvote every suggestion that we leave, but they are…

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  18. Folders or Ability to Reorder Automations

    That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.

    2 votes

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  19. Automations only trigger on Weekdays.

    The ability to ensure automations don't trigger on a weekend.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  20. Automations triggered by email responses

    I would love to create an automation based on how a customer replies to an email sent to them from JN

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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