Settings
134 results found
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Automations to Change Work Order Status
Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.
5 votes -
Products & Services Lookup Improvement
Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
3 votes -
Email on the Job
On Jobs V2, if a team member has limited access and is only assigned to a Job, they can't send an email through the Job. I would like to be able to send the emails via the Job without also having to be assigned on the Contact.
2 votes -
Email Notification When EagleView is Uploaded
I would like to be able to set up an automation so I can be notified when an EagleView report comes in.
2 votes -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
3 votes -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
4 votes -
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!
5 votes -
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
4 votes -
Automation to add assignee to contact/job
Automation to add assignee to contact/job. This would be helpful when a new contact is created by an integration like salesrabbit, where it could assign the team member that is the sales rep.
2 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
3 votes
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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 -
Document type as an automation condition
I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.
2 votes -
Make Subcontractors Invisible in Tasks
Make a way to deactivate them from the drop down menu in tasks, but keep them showing up in the subcontractor color on the calendar.
3 votes -
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.
2 votes -
The ability to automate note creation on a job or contact.
The ability to automate note creation on a job or contact.
2 votes -
Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting
Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.
This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.
4 votes
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