Settings
184 results found
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Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
3 votes -
Stop Automations from triggering multiple times
Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.
2 votes -
Automations based off empty fields
I would like to build automations based on an empty or blank field
1 vote -
Contact Automations - condition around estimate total
The ability to add an estimate total as a condition to a contact triggered automation.
1 vote -
Task Automation
A way to automate tasks, where it can tag everyone instead of having to assign each individual.
1 vote -
Ability to use different contact types in automations
Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.
2 votes -
Delete Inactive User Completely
In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.
7 votes -
Get a prompt before automated email is sent
We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.
If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.
As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.
3 votes -
Automation Based on Built-In Job/Contact Fields
The automation system would more powerful if there was the ability to use the Built-In fields as conditions. We can use custom fields, why not the built-in fields? I think this change would be easy to implement as well.
"Is Archived" is an obvious built in field needed, but there are many other useful ones. I have to set up not equal status conditions to all my archive statuses if I want automation to only run on active jobs.
example
IF State is equal to Iowa
another example
IF Lead Source is not equal to Google
Most of my work…
2 votes -
Exporting Team Page to Excel
Ability to Export the Manage Team Page located in settings to an excel sheet ( separating Inactive and active team members )
1 vote -
Turn of Location Based Products feature
Have the option to turn off "Location Based Products" feature.
1 vote -
Product & Services- When hiding a product, have it not referenced at all when saving new product with similar name.
Have the hidden P&S not be referenced at all.
1 vote -
Product & Services- Move product name to top of list upon search.
. Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.
1 vote -
Product and Service font formatting
Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.
8 votes -
Automation for Tagged Team members
It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.
3 votes -
Automatic Job Creation or Warning Pop-Up
With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:
If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…
1 vote -
Create stage conditions on automations
Allow stages to be used as automation conditions
3 votes -
Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
Time-Based Automation for Estimates
We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.
1 vote
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