Settings
180 results found
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Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
2 votes -
Additional Cost of Goods Sold (COGS) Categories
Besides just having labor and material categories, it would be helpful to add subcontractor, equipment rental, and an other category. That way the job expenses are isolated to their respective "cost buckets".
And... there should be a default setting to map each one of these Cost of Goods Sold (COGS) into the QuickBooks chart of accounts as a Cost of Goods Sold (COGS), rather that just a Job Nimbus expense. This helps when job costing to determine what part of the job made or lost money. Without this, it is difficult to reverse engineer the estimate vs actual number for…
1 vote -
Job Group Type
When a lead becomes a "SOLD" job, to have a selection of "Job Group Type" from a multi-selection dropdown list. This would allow us to quickly filter on a screen or a report, the different phases of the job (ie. Roofing, Siding, Windows, Gutter, Insulation.)
1 vote -
Restrict Access to Modify Sales Rep/Assignee on Record
I would like the ability to restrict team members from changing the sales rep or assignee on a contact or job.
4 votes -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
3 votes -
Ability to "not send" a First Payment Reminder email if there is a payment recorded under Payments
We currently send out a First Payment Reminder email when the job status is changed to "Roof Build Complete" It would be helpful if we could exclude a contact from receiving this reminder if there is a payment already recorded under Payments.
1 vote -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
6 votes -
Email Notification When EagleView is Uploaded
I would like to be able to set up an automation so I can be notified when an EagleView report comes in.
4 votes -
Email feature to have CC BCC & drop down menu to select all internal users
Email feature to have CC BCC & drop down menu to select all internal users
1 vote -
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
1 vote -
Add "END DATE" column in Work Order list
Add "END DATE" column in Work Order list, this is useful to have a glance view of each Work Order without going inside to view the work orders.
1 vote -
Ability to customize roles
Similar to access profiles before, to have the ability to customize. I do not want everyone to have admin level access but the sales and field options doesn’t give them access to everything they need. There shouldn’t be so many admins with access to alter company information. I just want to be able to customize the profiles.
1 vote -
automation for when a job status is moved out of a status
We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?
1 vote -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
5 votes -
Budget Commission Permissions in Access Profiles
Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid
1 vote -
More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
1 vote -
Are Respite Care Services Available for Overnight Stays?
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Overnight respite care is especially beneficial for caregivers who need a break but are concerned about leaving their loved ones alone at night. It ensures that the senior is safe and cared for while the caregiver gets the rest they need.
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1 vote -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
Group/Filter Templates in Settings
I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.
1 vote -
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.
26 votes
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