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JobNimbus Feedback

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152 results found

  1. 7 votes

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    1 comment  ·  Automation  ·  Admin →
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  2. 2 votes

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  3. 5 votes

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  4. 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.

    6 votes

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  5. 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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  6. 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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  7. Additional Access Profile Options

    There should be an access profile that allows team members to make edits on a contact until the contact hits a certain stage, at which point the ability to edit anything should drop off. This would be a great way to ensure we don't get any crucial information changed or deleted.

    We use sales reps for our leads, then we send in closers to acquire a job. We want them to be able to put in contact information but once that job goes into production we don't want them to be able to go in and edit any fields under…

    14 votes

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  8. 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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  9. 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.

    5 votes

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    Viewed  ·  1 comment  ·  Access Profiles  ·  Admin →
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  10. 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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  11. 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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  12. 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.

    7 votes

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    1 comment  ·  Automation  ·  Admin →
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  13. 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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  14. 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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  15. 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.

    37 votes

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    24 comments  ·  Automation  ·  Admin →
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  16. Custom Settings Access

    Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info

    9 votes

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    Viewed  ·  2 comments  ·  Admin →
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  17. 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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  18. 4 votes

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

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

    8 votes

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  20. 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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