Settings
155 results found
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3 votes
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Make Subcontractors Invisible in Tasks
Make a way to deactivate them from the drop down menu in tasks, but keep them showing up in the subcontractor color on the calendar.
3 votes -
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.
5 votes -
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
6 votes -
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.
8 votes -
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.
3 votes -
Using Automations to Assign users or sales reps
Assign "sales rep" or "assigned to" fields with automation.
8 votes -
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 -
Admin Access
Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.
3 votes -
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 -
Document type as an automation condition
I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.
2 votes -
7 votes
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Additional Access Profile Options
There should be an access profile that allows team members to make edits on a contact until the contact hits a certain stage, at which point the ability to edit anything should drop off. This would be a great way to ensure we don't get any crucial information changed or deleted.
We use sales reps for our leads, then we send in closers to acquire a job. We want them to be able to put in contact information but once that job goes into production we don't want them to be able to go in and edit any fields under…
14 votes -
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 -
Add cost layers like shipping and delivery charges in the products and services section.
A way to add cost layers like shipping and delivery charges in the products and services section.
Example: "We ship brick into our yard and that's one cost, then we ship it out on our own trucks locally which is another cost. We would like to be able to add those types of line items to get to our total delivered cost with markup included"
5 votes -
The ability to automate note creation on a job or contact.
The ability to automate note creation on a job or contact.
2 votes -
Automatically Assign contacts or jobs to a user
Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".
8 votes -
Conditional Logic for Required Fields
Not sure of category...
Currently we are able to mark Contact Fields as Required.
The issue is that it is all or nothing.
Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.Examples:
If a client is moved to a sold status, a sale date would be required.
If lead source equals Referral, referring individuals name and email would be required.These are specific instances, but this would be useful across industries.
6 votes -
Additional template fields for Engage
Add template fields for assignee on the job/contact and for the sales rep within Engage templates.
2 votesWe will be implementing texting on jobs details, which should solve this problem.
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Automation Ideas
Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.
2 votes
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