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JobNimbus Feedback

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How can we improve JobNimbus?

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162 results found

  1. 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
    6 comments  ·  Access Profiles  ·  Admin →
    How important is this to you?

  2. 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
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

  3. 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.

    6 votes
    Viewed  ·  1 comment  ·  Access Profiles  ·  Admin →
    How important is this to you?

  4. 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.

    6 votes
    2 comments  ·  Admin →
    How important is this to you?

  5. 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
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

  6. 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
    1 comment  ·  Automation  ·  Admin →
    How important is this to you?

  7. Allow different Job Number Template for different Companies (Locations).

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

    5 votes
    Viewed  ·  0 comments  ·  Admin →
    How important is this to you?

  8. 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
    0 comments  ·  Automation  ·  Admin →
    How important is this to you?

  9. 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
    24 comments  ·  Automation  ·  Admin →
    How important is this to you?

  10. 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
    Viewed  ·  2 comments  ·  Admin →
    How important is this to you?

  11. 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

    6 votes
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  12. 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
    1 comment  ·  Taxes  ·  Admin →
    How important is this to you?

  13. Increase the Character Limit for Product & Services

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

    10 votes
    2 comments  ·  Products & Services  ·  Admin →
    How important is this to you?

  14. 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
    0 comments  ·  Workflows  ·  Admin →
    How important is this to you?

  15. 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
    1 comment  ·  Products & Services  ·  Admin →
    How important is this to you?

  16. 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
    0 comments  ·  Teams  ·  Admin →
    How important is this to you?

  17. 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
    0 comments  ·  Company Info  ·  Admin →
    How important is this to you?

  18. 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
    1 comment  ·  Products & Services  ·  Admin →
    How important is this to you?

  19. 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
    0 comments  ·  Access Profiles  ·  Admin →
    How important is this to you?

  20. 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
    Gathering Feedback  ·  4 comments  ·  Groups  ·  Admin →
    How important is this to you?
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