Settings
171 results found
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Hide some Documents but Not Others
I would like to be able to hide some documents on a job from some employees, but not others. I also don't want to hide all of the documents, just specific ones.
1 vote -
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!
1 vote -
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 -
Block deletion of tasks and notes
I would like for the access profiles to be able to keep individuals from deleting notes and tasks that they did not create.
1 vote -
Restrict ability to edit jobs
I would like to be able to restrict who can edit a job and have 'view only' as an option.
1 vote -
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 -
Design Templates & Section Descriptions
I am using the blue Estimate design template and it allows for a section description. Since that design template doesn't exist for invoices and the existing invoice templates don't allow for a section description, that description is lost once I convert the estimate to an invoice. Can we add that same design template to invoices as well?
1 vote -
Add Email Signatures
I would like to be able to save an email signature to be automatically added to any emails sent out through my account to customers, the way I can on Gmail. Right now I am continuing to use Gmail the majority of the time because otherwise I have to manually add a screenshot of my email signature to any emails I send thru JobNimbus. Perhaps more importantly, either way I cannot manually add a screenshot of my email sig to any automated emails so would need a way for it to be automatically added.
5 votes -
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 -
2 votes
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Profile - Settings - Default Field Value
Under the Default Field Values of a Job Nimbus user profile, can we please have 'Job - Lead Source' as a Default?
Use Case: In the field I have ambassadors taking leads by putting jobs straight into the CRM. with appointment dates.
Job - Lead Source - would need to default to that entire team as "events" as a source we use for all field booked appointments.Would like the same drop down list of "Contact - Lead Source" to be Job - Lead Source as our field team builds a job with appointment, that the Contact Center then sets…
1 vote -
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 -
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 -
Restrict view of cost on work orders
I want users to be able to view Work Orders, but not view the cost breakdown when pulling up the work order from the Financials tab. Ultimately I only want them to view the PDF copy the customers see.
1 vote -
Change Time that Daily Task Reminders are Emailed
Change Time that Daily Task Reminders are Emailed
I get the daily task reminders emailed to my inbox every day. For some reason, it is sent at 3AM every day. Is there any option to change the time they are delivered? One of our salesmen keeps his notifications on, and was getting woken up in the middle of the night...... See the image below showing how early in the morning they send these notifications.
1 vote -
1 vote
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Settings - Assigned to in Automations
Add assigned to category in the automations settings. When someone leaves or quits I have to click through every automation to adjust and view to see who is assigned. If the assigned to category was there I could quickly see what automations need to be adjusted with a new employee or one leaving.
1 vote -
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.
2 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 -
Admin Access
Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.
1 vote
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