Settings
8 results found
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Setting to adjust the default payment terms.
Please add a setting to adjust the default payment terms on your invoices.
16 votes -
Automation option to allow a Job to be created when a customer is created
Since we have enabled the "job option", it would nice to create a Job automatically when we create a customer. This would be done via an automation rule. Currently the option only allows creation of a Task.
24 votes -
Automation to Create Job on Contact Status Change
I would love to create an automation that when a contact is moved to a certain status it can trigger the automation to create a job. For example I have a status of sold in contacts and when I move the contact to that status it automatically creates a job for that contact.
11 votes -
Sorting, Grouping, and Tagging for Automation Rules
We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.
21 votesWe’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
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Add Email Addresses In Automations
JobNimbus absolutely needs to be able to send email automation to "Additional Recipients". The current parameters trap you inside of JobNimbus NOT allowing to send email to a designated email address outside of users or contacts etc. This is a must if we are to alert our field techs without them being a user.
31 votes -
Ability to Include Attachments in Automation Emails
It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer
72 votes -
Automate Status Change of Child Records (Change WO Status when Job status is changed)
Our Sales Rep creates his WO's right after haveing a contract signed. The Production Manger authorizes them later in the workflow after a Job approval process. When the rep creates the WO's they start in a pending status. When the Manager later authorizes the Job it would be nice to have the status on all WO's change the status to the next WO status. (for example "authorized). This would allow us to create a board that starts tracking the WO at "authorized" and have all the WO's show up automatically. This is currently how we do it but the Manager…
8 votes -
Automation for Subtasks
It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.
19 votes
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