Settings
184 results found
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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 -
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 -
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 -
3 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.
2 votes -
Option to Turn off Automatic Assignees, or to Tailor them
I'm sure it makes sense for some companies... but automatic contact/job assignee updates messes up our custom automations sometimes. It would be great if there was an option to turn that function off
1 vote -
Automations- Need to be able to Filter based on Split Invoice Due Dates
Originally, we had planned to use automations to help keep our customers reminded of their invoice due dates for deposits and final payments. We're running into the issue of the same automations triggering for both invoice dates. It would be nice to have an option to filter conditions between the two, so that I can reference a deposit vs a final payment in automated text and email communications.
1 vote -
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 -
Consider that Automations are probably only managed by one person on each team
I'm not sure what strategy is used to sort through these suggestions or decide how they are implemented, but I think some consideration should be taken for the fact that there is probably a limited number of people from each company/client that is going to be leaving suggestions here.
It seems like maybe these suggestions get bypassed in lue of ones that have more votes, but you're more likely to see that 6 votes probably means 6 companies as a whole... our guys in the field don't have the time to upvote every suggestion that we leave, but they are…
1 vote -
Triggers need a HUGE upgrade.
I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.
This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).
Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…
5 votes -
More options in access profiles.
More options in access profiles. I'd like to enable users to view all contacts and jobs, but only be able to edit those assigned to them.
2 votes
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