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170 results found

  1. 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

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    0 comments  ·  Automation  ·  Admin →
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  2. Add additional criteria for Alerts

    In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  3. 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

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  4. 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.

    7 votes

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    0 comments  ·  Automation  ·  Admin →
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  5. 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.

    10 votes

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  6. Turn Off ID Number Feature

    I wish that we had the ability to just remove the JobNimbus contact id's all together. Just the option to turn off this feature would be great!

    1 vote

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  7. Search functionality for Automations (key words, etc.)

    It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")

    2 votes

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    2 comments  ·  Automation  ·  Admin →
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  8. Database search for existing record.

    With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.

    3 votes

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  9. 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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  10. Add Actives as a Record access in Access profile

    Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.

    1 vote

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  11. Videos on Forms

    It would be great if we could upload videos on forms. As of right now, we can only upload pictures.

    2 votes

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  12. "Staging site" for workflows

    Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  13. 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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  14. Have the option to turn off the view for uploaded documents

    In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.

    2 votes

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    Viewed  ·  1 comment  ·  Access Profiles  ·  Admin →
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  15. Job Display Name Format

    After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.

    1 vote

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    0 comments  ·  Admin →
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  16. Automations based off empty fields

    I would like to build automations based on an empty or blank field

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  17. Contact Automations - condition around estimate total

    The ability to add an estimate total as a condition to a contact triggered automation.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  18. Task Automation

    A way to automate tasks, where it can tag everyone instead of having to assign each individual.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  19. Admin needs to be able set notifications globally for all users

    Admin should be able to set all user notifications globally.

    2 votes

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  20. 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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