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JobNimbus Feedback

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170 results found

  1. Workflow Changing Automation

    The ability to have an automation change the job workflow along with the job status. So they do not need to go in and manually change the workflow when they want to change boards.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  2. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    36 votes

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    23 comments  ·  Automation  ·  Admin →
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  3. Should be able to custom build your own estimates

    We should be able to create our own template for estimates.

    1. Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.

    2. Be able to pull in code from item on products and services to make it interact on a document

    5 votes

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    0 comments  ·  Workflows  ·  Admin →
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  4. 4 votes

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    1 comment  ·  Taxes  ·  Admin →
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  5. Increase the Character Limit for Product & Services

    A way to increase the number of characters for the product / services name field.

    6 votes

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  6. Remove requirement to have stages in order

    Right now we can't change the order of workflow stages. We want to be able to have things in our own order.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  7. automate to change status in workflow

    I would like to see the same ability applied to work order workflows that is applied to job and contact workflows that allows an automation to change the status of work orders. For example, Doc type "Sub Est." is uploaded, change work order status to "Est, Received" or Task Complete ---> Change status to ....
    Thank you for your consideration.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  8. Hide from List function on Lead Source

    Apply the Hide from List function to the Lead Sources.
    Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
    Hidden from List would still need to be available to use through Zapier.
    OR - Ability to Restrict Lead Sources by Access Profile

    2 votes

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  9. Sorting functions on Company, Team, Groups, Access Profiles

    Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.

    3 votes

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    0 comments  ·  Teams  ·  Admin →
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  10. filter & bulk edit within the products and services settings tab

    Add a filter to sort through products and services to make edits easier to find.
    example: filter by labor category, then bulk edit all of the labor rates or markups.

    2 votes

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  11. Create tasks through automations that don't appear on the calendar

    We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  12. Opt out of Color selection for Beacon line items

    Have the ability to opt out of selecting the color in line items for Beacon in estimates.

    2 votes

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  13. Access Profile Setting Status Change

    Create a setting to allow a user to view all contacts and jobs to take notes and such but disable them from changing their statuses.

    1 vote

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  14. Team Member CSV Upload

    Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.

    4 votes

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    Viewed  ·  1 comment  ·  Teams  ·  Admin →
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  15. Terms and conditions on separate page

    Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.

    4 votes

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  16. Edit Contact/Job Option under Access Profiles

    It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.

    4 votes

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  17. Automation Trigger to Change Sales Rep

    i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  18. Hide emails from limited access users

    I'd like the ability to specifically hide emails from certain access profiles.

    9 votes

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  19. Reminder Email about annually account renewals

    Have a reminder email go out before a payment is withdrawn, to pay for JobNimbus. Especially, if it's a significant amount of money.

    2 votes

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  20. Reset Job Number

    Would like the ability to reset the Job ID numbers. For example, they now have over 10,000 jobs, and would like the keep the ID number to 4 digits, but since they have over 10K this creates more then 4 digits in there Job ID number. They just want to have the Job ID number (with only 4 digits) and the year.

    22-{{jobid}}

    4 votes

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    1 comment  ·  Admin →
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