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JobNimbus Feedback

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170 results found

  1. Email containing Attachment automation

    If an email contains an attachment

    Attachment type is equal to estimate

    Change estimate status to sent

    I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  2. Automatically Assign contacts or jobs to a user

    Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".

    7 votes

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    0 comments  ·  Workflows  ·  Admin →
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  3. Automations for SumoQuote additions.

    The ability to create an automation based on a sumo quote estimate entering the system.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  4. Add a markup option to the estimate templates on the settings page.

    We have our sales team filling out estimates on the job and they don't always add the necessary markup to cover cost, commission, and make a company profit.

    1 vote

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  5. Assign Group for New Users

    I'd like to have the ability to assign a group while I am adding new team members. This will help with having to toggle to different areas of the settings once a new user has been added.

    2 votes

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    0 comments  ·  Groups  ·  Admin →
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  6. 6 votes

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    1 comment  ·  Automation  ·  Admin →
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  7. 5 votes

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  8. The ability to see what my employees see on Job Nimbus without logging into their account

    While I am working on upgrading and customizing job nimbus to best suit our company, I would like the ability to "ghost" into employee accounts so I can check what they can see without having to logout of my account and login to theirs.

    5 votes

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  9. Automations triggered by email responses

    I would love to create an automation based on how a customer replies to an email sent to them from JN

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  10. More User Control options

    Under settings all the different types of options for example contacts, jobs, workflows, reports, and the dashboard itself. It's usually 2 options All Team members or Sales Rep/Assigned to Job. It would be great if the Admin person can have more control depending on the role in the company and be able to choose specific people. For example, on reports, some staff may not be tech-savvy and it will be faster for the admin to create it and assign it only to that person instead of having to go on their profile. Especially for those of us that are under…

    2 votes

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  11. Format changes to allow names with accents to keep names correct and not generic spelling

    Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)

    1 vote

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    0 comments  ·  Company Info  ·  Admin →
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  12. Template fields for Assignee info

    I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep

    2 votes

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  13. Expand time-based automation conditions

    I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  14. Disable note editing option

    Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.

    3 votes

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Admin →
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  15. We need an automation rule that is event based, and occurs when a document is created.

    I would like an automation to remind me to review and send our Final Inspection report when our Field Supervisor creates the Final Inspection document.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  16. Customization

    For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.

    Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.

    5 votes

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  17. Automated Email to Unrelated Contact

    We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  18. Automation to update what person(s) are current assignees through a job workflow.

    As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.

    6 votes

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    0 comments  ·  Automation  ·  Admin →
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  19. Have an option to send Work Order automation emails to a "primary contact"

    Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  20. Allow different Job Number Template for different Companies (Locations).

    A way to set different Job Number Template for different Companies (Locations).

    5 votes

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    Viewed  ·  0 comments  ·  Admin →
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