JobNimbus Feedback

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  1. Ability to rename default fields

    The ability to rename default contact/job fields

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Advanced Automations video showing build and results

    I would like a video showing some actually useful automations being built from the system should be made. I understand the process. I want some advanced examples. How to set them up, and why and what they do to help the user.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automation options for event based payment as trigger are incorrect

    The "If payment amount is equal to" is a useless automation as it currently is set up to work. It should not require a specific value but rather a value relative to the invoice total. The options should be "equal to total", i.e., paid in full, and "less than total", i.e., existing balance still due. Every job has its own unique value in the trades. requiring an automation to have as a trigger a specific dollar value simply cannot work in such a context. All five pull down menu options are based on actual values or ranges of values. This…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Automation triggered by multiple completed tasks

    Would like to be able to create an automation triggered to change the job or contact's status once multiple tasks have been completed

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Remove Team Member Image

    Would like to be able to remove the image associated with team members profile. I can add or change the image but not remove it.

    1 vote
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  6. Include Email As A Record Access Toggle

    I have frequently rotating users, and I don't need them to have access to emails in contacts they are assigned to. Customers share sensitive data in emails that I don't want our rotating crews to have access to through JobNimbus. I'm concerned it could be a liability issue.

    3 votes
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    1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  7. Smart automations

    Allow for smart automations. Currently If the automations has already triggered for a customer and we accidently move them back into a status . The automation will retrigger because the conditions are met again. With a smart automation the automation would first look to see if it has fired for this customer and if it has then it would not retrigger.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Disable the @JobNimbus email for all team members

    The option to have emails sent inside of JobNimbus to show from a custom email address and not the @jobnimbusmail email for team members

    2 votes
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    0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automations Based on Note and Attachment With Status Conditions

    I'd like to create automations that trigger for notes and attachments based on the status of the parent job or contact.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Automation action to change estimate status

    Add an automation action to change the status of an estimate. For example, when a work order is created, the estimate moves to approved.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Automation triggered by estimate total.

    Would like ability to create an automation that creates a document, with an estimate attached. This automation would be triggered by the total amount on an estimate.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Copy All Account Settings

    I would like to be able to copy all the settings from my JobNimbus account, download them and then upload them into a separate business' JobNimbus account.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customize the field name for "Sales Rep"

    The ability to customize and change the field name "Sales Rep" to "Solar Consultant"

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. An Automation for the change of a Job/contact start date

    A way to create an automation notification for when a job/contact start date is changed.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Statuses Can Be Changed In Hidden Workflows

    I have made a workflow "hidden" so that it can't be added to. Oddly, contacts already inside the workflows can have their status changed from board, but not from the contact menu itself. I'd like it to be consistent one way or the other, please.

    2 votes
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add an automation to send/create a document upon a status change

    The ability to automate the sending of a document through a status change automation

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Remove Workflow Image

    I added an image to a workflow and now I want to remove it, but there is no option to remove the image, only change it to another image.

    1 vote
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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to attach a PDF to an Email Template

    The ability to add a PDF to an Email Template

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. A way to disable Eagleview auto email notifications

    With the number of Eagleviews that we order, we don't want the salespeople to receive the auto-emails that JobNimbus sends when an Eagleview order is completed. Is there a way to add a setting where we can choose if this email notification is sent or not?

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  20. Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    Allow removal of "?" - question mark from lower right corner, as it blocks use of down scrolling arrow selection

    1 vote
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