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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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170 results found

  1. Disable the @JobNimbus email for all team members

    The option to have emails sent inside of JobNimbus to show from a custom email address and not the @jobnimbusmail email for team members

    8 votes

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    0 comments  ·  Teams  ·  Admin →
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  2. Add an automation to send/create a document upon a status change

    The ability to automate the sending of a document through a status change automation

    18 votes

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    3 comments  ·  Automation  ·  Admin →
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  3. Add photos to a product

    The ability to add an image or photo to new products so that they will appear by default when I add an item to the estimate

    8 votes

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  4. Send Subcontractor Calendar Invites

    Add the ability to send a calendar invite with tasks or workorders. Subcontractors currently only receive emails and it would be better if a calendar invite was sent, if even as an attachment, in the email notification, so the subcontractor can easily add the assignment to their calendar.

    13 votes

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    Viewed  ·  1 comment  ·  Subcontractors  ·  Admin →
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  5. Access to Delete Products and Servive,

    User would like to have access to delete products and services and not just hide them.

    38 votes

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  6. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

    15 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Admin →
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  7. Categories for Products and Services - Group

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    15 votes

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  8. Automate document creation

    I would love to take a customer who has agreed to a proposal to move to a new status that triggers document creation from a template like a contract etc.

    6 votes

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    0 comments  ·  Automation  ·  Admin →
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  9. 7 votes

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  10. Services & Products Templates - Grouped Products

    The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.

    11 votes

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  11. Services & Products Control

    A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list

    6 votes

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  12. Automation option to allow a Job to be created when a customer is created

    Since we have enabled the "job option", it would nice to create a Job automatically when we create a customer. This would be done via an automation rule. Currently the option only allows creation of a Task.

    24 votes

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    Viewed  ·  5 comments  ·  Automation  ·  Admin →
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  13. Work orders and automation

    Trying to automate work orders when completed to move the parent contact from a certain status to another status, the issue is that we may have multiple work orders for one job but only one work order for another, then when we move the worker order to completed it wont move the parent file to the new status because only one work order was created. Is there a way to base the status change regardless of how many work orders you create for a parent file?

    7 votes

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    2 comments  ·  Automation  ·  Admin →
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  14. Update templates when Products & Services change

    Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.

    It would be nice if the templates pulled from current cost/pricing.

    41 votes

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  15. Automation to Create Job on Contact Status Change

    I would love to create an automation that when a contact is moved to a certain status it can trigger the automation to create a job. For example I have a status of sold in contacts and when I move the contact to that status it automatically creates a job for that contact.

    11 votes

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    Viewed  ·  1 comment  ·  Automation  ·  Admin →
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  16. Sorting, Grouping, and Tagging for Automation Rules

    We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.

    21 votes

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    3 comments  ·  Automation  ·  Admin →
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    We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!

  17. Show Jobs Assigned on Subcontractor Contact Page

    Itt would be really nice if when viewing a contact that has the "subcontractor" parameter marked, any jobs where the subcontractor is listed as the subcontractor in "Subcontractor" Field would appear on their contact page. The result would be similar to how the jobs appear for any contact listed as a "Related Contact" on a job.
    Reason: I want to be able to pull up my subcontractor's contact page and quickly view all open jobs that subcontractor is currently doing for us. This can be beneficial for billing purposes, phone conversations with the subcontractor and more.

    10 votes

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  18. Add Email Addresses In Automations

    JobNimbus absolutely needs to be able to send email automation to "Additional Recipients". The current parameters trap you inside of JobNimbus NOT allowing to send email to a designated email address outside of users or contacts etc. This is a must if we are to alert our field techs without them being a user.

    30 votes

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    Viewed  ·  5 comments  ·  Automation  ·  Admin →
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  19. Ability to Include Attachments in Automation Emails

    It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer

    70 votes

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    Viewed  ·  4 comments  ·  Automation  ·  Admin →
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  20. Ability to keep track of sub contractor's insurance

    It would be great if we had to ability to keep track of subcontractors licenses, insurance and certifications. I'd like the ability to store the documents with the sub contractor.

    Most important would be email notifications on pre-defined intervals about expiring documents, so we would have warning in order to obtain new certs, etc..

    I just moved from a competing product that had this feature and it was one of the only good things I can say about it.

    20 votes

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    Viewed  ·  4 comments  ·  Subcontractors  ·  Admin →
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