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JobNimbus Feedback

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136 results found

  1. an Automation to send out invoice receipts

    Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  2. Internal notes on Products & Services

    It would be very helpful to have an internal notes section on products and services.

    5 votes

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  3. Have capability to not be logged out!

    Use a cookie to allow users to remain logged in. This is safe to do from a security standpoint and works even if the web application is updated or the user is terminated.

    5 votes

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  4. Implementation of SSO

    Would like the option to use Single sign-on (SSO) for signing into JobNimbus

    3 votes

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  5. Document Automation Capability

    The ability to make an automation to change the status of a job or contact once a document is sent out. Or any document related automation triggers.

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  6. Make Service Item editable only to Admin

    Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only

    3 votes

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  7. Estimate Automations - condition around workflow type

    The ability to place a condition on an estimate automation for the workflow type.

    4 votes

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    0 comments  ·  Automation  ·  Admin →
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  8. Ability to use different contact types in automations

    Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  9. 3 votes

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  10. Time Zones for Multiple Locations

    We really need to have the option for our Office Manager to schedule tasks for multiple locations, in different timezones, from a single login. It currently bases the time off of her profile's time zone. The only solution right now is to create a secondary login for her with the other time zone set; this defeats our benefit of using the Locations feature vs having an unnecessary, second account.

    8 votes

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  11. Edit saved units in Products and Services

    User would like the ability to edit and delete a saved unit type and not add a new one.

    7 votes

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  12. Automation Trigger to Change Job Field

    I would really love to be able to change custom fields with automation.

    I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.

    Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.

    I dream of…

    9 votes

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    0 comments  ·  Automation  ·  Admin →
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  13. View only access profile option

    Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.

    7 votes

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  14. Get a prompt before automated email is sent

    We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.

    If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.

    As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  15. Days in status being part of automation conditions

    For days in status as part to an option in the conditions section of automations.

    6 votes

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    1 comment  ·  Automation  ·  Admin →
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  16. Being able to disable material and labor

    Having the option to enable and disable material and labor

    5 votes

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  17. Delete Inactive User Completely

    In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.

    7 votes

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    0 comments  ·  Teams  ·  Admin →
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  18. Products and Services Updates Needed

    Three things would make products and services more useful

    • Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors

    • Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)

    • Sub categories for products (shingle colors, boot sizes, etc)

    26 votes

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  19. The ability to change the term "sales rep"

    When adding a team member, the customer would like the option to change their title to something other than just "sales rep"

    3 votes

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    0 comments  ·  Teams  ·  Admin →
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  20. Automate updating Custom Fields values

    Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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