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170 results found

  1. Automate Status Change of Child Records (Change WO Status when Job status is changed)

    Our Sales Rep creates his WO's right after haveing a contract signed. The Production Manger authorizes them later in the workflow after a Job approval process. When the rep creates the WO's they start in a pending status. When the Manager later authorizes the Job it would be nice to have the status on all WO's change the status to the next WO status. (for example "authorized). This would allow us to create a board that starts tracking the WO at "authorized" and have all the WO's show up automatically. This is currently how we do it but the Manager…

    8 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Admin →
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  2. Permissions for Adding/Editing Products & Services

    Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.

    51 votes

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    Viewed  ·  8 comments  ·  Access Profiles  ·  Admin →
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  3. Create More Restrictive Access Profile

    We would like our crew chiefs to have access to job records for a day, they would be assigned to the record. They would only have access to take pictures directly into the job record. At the end of the day, they would be unassigned. If there are issues with the install, we would like them to send the crew chiefs a work order with photos impeded of the problem

    62 votes

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    Viewed  ·  7 comments  ·  Access Profiles  ·  Admin →
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  4. Color Coding for Workflow Types

    Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.

    Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.

    29 votes

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    Viewed  ·  7 comments  ·  Workflows  ·  Admin →
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  5. Match Invoice #'s, Work Order #'s, to Job/Contact number

    It would be nice if invoices, work orders, and estimates could be given the same custom # we give our jobs.

    For example, an invoice created under job 225STL15 would be Invoice # 225STL15

    27 votes

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    Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.

    We will definitely consider this going forward.

  6. Subcontractor Pay Function

    One of the biggest pains in my neck is paying subcontractors. We export the job list to Excel and then generate a tab for payment for each job. I just hired an Excel demi-god to streamline the process, but I think it would be a good near-future project for JN. It seems that it would be so easy to have a sub-pay form that is built off of the work order. I hate to ask you to do this because I don't want to make it easy for my competition, but I think it would be worth doing. If you…

    18 votes

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  7. 2-Step Verification for Login

    I'd like to see a feature to add a two-factor authentication. There is sensitive data and information and I'd like to see another level of security added.

    10 votes

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    Viewed  ·  1 comment  ·  Admin →
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  8. Automation for Subtasks

    It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.

    19 votes

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    Viewed  ·  3 comments  ·  Automation  ·  Admin →
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  9. Products & Services Tree - Parent-Child relationships

    Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.

    This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.

    106 votes

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  10. Add Photos/Attachments to Products & Services

    with the ability to post selected pictures and/or brochure in form/document creation.

    18 votes

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