Settings
215 results found
-
Work Order & Material Order Settings
Can you please add an option to not show material cost on work orders and also not pull labor cost on material orders? Just the pricing. I love how it all pulls and we do a lot of stock material "material from shop" on our work orders that are not on the material orders, but I have to delete the cost of material every time on work orders and remove labor line items from material orders.
1 vote -
More flexiblilty on setting automations when status is changed
When the status of the job is changed I would like the ability to add assignees to the job automatically. I would also like the ability to have more conditions like when a custom field is updated there to be some automations there.
1 vote -
document template creation input field needs to be more complex, allow for more formating
There should be an option to upload a PDF and add input fields overlaid on that PDF, instead of having to try and re-create pre-existing documents in the Document creator within JobNimbus.
1 vote -
Payment Based Automations
I would like to set up an automation to automatically send out a copy of the invoice with the updated payment applied. Currently automations can only pull company documents. There needs to be a way for it to pull docs from the job. Either that, or JN needs to find a way to send out a "payment receipt" once a payment is applied to their account.
1 vote -
archive
Archived custom fields should still be visible in the job if it was utilized. We have recently changed a field from a text field to a drop-down options list and now all the jobs with information in the old text field version cannot be seen. If anyone ever wanted to view that information then I'd have to go and un-archive the field to make it visible.
1 vote -
Use different related contact types in automations based on attachments
The ability to add different contact types to automations exists now, but it's not available for automations with an attachment as the trigger record.
1 vote -
Export my Product & Services List
I want to do a full audit of my P&S list and for me it is easier to manipulate through excel then the 575 item list that is currently sitting in my JobNimbus account. I have no way of looking at things except to scroll or attempt to search. I just want to export to excel and then I can adjust things accordingly on the website. It would be ideal to add this feature, yesterday.....
2 votes -
What is the reason why a vintage leather vest has become a must have of classic style among the men?
An old-fashioned leather vest will bring old-fashioned style and a rough atmosphere to any outfit. It can be easily worn over shirts or hoodies, and so it suits casual or biker-style outfits. The reason why the best vintage leather vest men can be chosen by many style lovers might be the high level of durability, comfort, and the opportunity to wear and look perfect in a classic fashion.
1 vote -
link
Add a custom field type for a link. We currently use a note type for links and have to filter by that but would be helpful if it was just in the custom fields options. We have thought of using the text field type but once the link is netered it is no longer a link.
1 vote -
Automation to Create Work Order
Set up an automation to create workorder template when status changes within workflow sending directly to subcontractor. We do new home construction and have statuses such as roofing, siding, housewrap, windows/doors, gutters.
2 votes -
"No access" to invoices should prevent users from seeing the invoice PDF
Right now if a user's access is set to "no access" for estimates/invoices, they can still see the generated PDF of those financials in the document tab
1 vote -
1 vote
-
Display Products not Tied to Calculations
With the newer method for managing calculations, we are able to associate multiple Products & Services items to the same calculation. We can see all of the items that could be related to each calculation(based on matching UoM) by using the (+ Product) search under each calculation, but there isn't a quick way to make sure that all UoM's have a calculation. A section, option, or field that displayed all the UoM's that exist on visible products, but that are not yet on a calculation, would be helpful to make sure we have everything accounted for.
1 vote -
EDIT BOARD
BOARD INTERFACE NEEDS TO BE BIGGER
1 vote -
Additional Support for Automations Changing Statuses
Allow more automations for changing statuses. Such as, being able to change the status when a deposit is received and separately when a final payment is made. Or changing a status when a job field is selected (I would like to change status to a financed status if my sales rep changes the job field to financed). That way the office can be notified to start the finance process.
2 votes -
Let Tech Support update our Subscription
I am super frustrated that we cannot change our own subscription or atleast have tech support help us with up/downgrades. I hate that I call to tech support and then have to be pushed to my CAE.
1 vote -
JobNimbus Payments Onboarding Fee from Subscription
for accounting purposes
1 vote -
Toggle Button for Dark Mode
Love the fact that the app has dark mode feature but it would also be amazing to have a toggle button where I can decide if I want to use dark mode or not.
3 votes -
Alphabetize Fields
It would be nice to have a way to alphabetize lead source and other fields similar to it. Currently, we have to drag every input into alphabetical order.
6 votes -
settings button gets cut off with new UI
For the new UI that JobNimbus is trying out, it cuts off the settings button when you click the dropdown in the top left, and you can't scroll down. My current solution is to zoom out before clicking the dropdown, then it shows up.
2 votes
- Don't see your idea?