Settings
151 results found
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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 -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
4 votes -
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 -
3 votes
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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 -
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 -
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…
10 votes -
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 -
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 -
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 -
Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
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 -
Separate Photos and Documents in Access Profiles
I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.
Photos really are separate, and have different levels of sensitivity than actual documents.
I would also like the ability to view, create, delete, etc.
17 votes -
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)
28 votes -
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 -
Automatically Update Custom Field Values
I would like to have the ability to create an automation that will update the custom field value when something has changed.
Example: Update a field to state that EagleView has been ordered.2 votes -
Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
Product and Service font formatting
Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.
8 votes -
Assign To as a possible Action is Automations
Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.
5 votes -
Change email address that receives subscription notices
Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.
6 votes
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