Settings
155 results found
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Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
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 -
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 -
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
10 votes -
Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
5 votes -
need break down of profits and expences such as material and labor so everyone is on the same page
paycheck stubs as well as profits and job breakdown
4 votes -
Increase the Character Limit for Product & Services
A way to increase the number of characters for the product / services name field.
10 votes -
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 -
Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
5 votes -
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.
4 votes -
Change heading color and logo based on location
Users from different locations all have the same, original company logo and color appearing on the top navigation bar of their JobNimbus, even if the color and logo from that location are different from the original company. It should change based on your assigned location. Also, the calendar colors don't change by location unless the user viewing it is an admin.
6 votes -
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 -
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 -
Assign to a Group for contacts, tasks, jobs, etc
Add the ability to assign tasks, contacts, jobs, work orders, etc to groups as opposed to manually adding each individual assignee every time.
14 votes -
Hide emails from limited access users
I'd like the ability to specifically hide emails from certain access profiles.
10 votes -
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 -
Using automations to update estimate/invoice status
The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.
7 votes -
Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 votes -
Turn off Automation for individual customers.
The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.
8 votes -
Form automation options/ tasks
Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.
13 votes
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