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28 results found
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Change Status of Job with Automation
I would like to be able to change the status of a job with automation, not just the primary contact of the job.
1 voteThis is available today. You can create both event based and time based automations that change the status of a job.
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Automated task to show up after being in a status for X amount of days
I want an automated task to show up after being in a status for X amount of days. I see I can create a task that’s scheduled for after X amount of days in being in a status, but I was wondering if there is a way so that it only shows if the file is in the same status for that period of time, because if we have moved it along and it hasn’t been in that status for that period of time, I don’t want it to show up.
1 voteCurrently, time-based automations can be used to create tasks after a certain time in status. For example, if a lead is in a status for 10 days, a task would be created to follow-up with that lead. If you move them out of the lead status before 10 days, nothing would happen. Here is a full sheet of all available automations. https://3401zs241c1u3z7ulj3z6g7u-wpengine.netdna-ssl.com/wp-content/uploads/2021/09/All-JobNimbus-Automations.pdf
I am happy to help with additional details if needed.
Thank you,
Adam Keys -
Automations around status change based on previous status
It would be nice to create an automation around specific status changes. Meaning not for every contact that moves to the status of scheduled but only those that move to scheduled that came from a specific start point.
We have some jobs that one scheduled need to have 811 called, and others do not. I'd like only contacts that come from a status based on they type of estimate they received that come to scheduled to create a task to scheudle 811.
1 voteThis can currently be accomplished using custom fields on the job. To do this, create an event based contact/job automation. For conditions, set the status that the job would be when 811 needs to be called, such as “Job kick Off” status. Create a custom check box on the job that says, “811 Needed”. Set a condition that 811 Needed is equal to true. Finally, build an action that creates a task to call 811.
With this, when a job enters the kick off status and has the 811 box checked, a task will be created to schedule 811.
Please reach out if you need additional assistance on this. -
Add Invoice as Option to Automations
I would like to have invoice as an option when creating an automation.
4 votesWe recently added automations for invoices. Check them out and let me know what you think!
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embed videos to automation
I would like to embed a video into an automation email instead of hyperlinking the video to the automation. Having the video show up in the email would help us by making sure our clients don't skip over this important step.
1 voteThe system currently allows you to embedded videos. The issue is that most email clients (gmail, hotmail, etc.) don’t allow for embedded video to play in your email, so your clients wouldn’t be able to watch the video in the email. That is why most people have gone away from embedding video into emails and instead just link to them.
Thanks,
Aaron
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Archive Automation When a Contract is Signed
In the sales pipeline, when a contract is signed and moves to the production board, it duplicates, but doesn't archive on the sales board, leaving a cluttered list to scroll for days through.
My thought would be to archive any signed contracts, leaving only one copy of each contact in JN to avoid any mishap due to human or clerical error.
1 voteI looked at your workflow and it looks like you are archiving the contact when the contract is signed. This is not the intended flow.
Contacts can move through the workflow and can exist on multiple boards at the same time. In your case, you’d want to do the following:
1. Remove the archiving from the Signed Contract stage in your workflow
2. Add Signed Contact to the start of your production board.This would make it so that when a contract is put in the “Signed Contract” status on the Sales board, it would also show up on the Production board. Your production team would be able to see it on the production board and then move it to the “Site Survey” status. Once the production team moved it from “Contract Signed” it would no longer show up on your Sales board.
If you have any other questions, please…
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Group product items into a kit
It would be nice to create an item that was composed of multiple items with their appropriate quantities. Kit cost would be a rollup of the individual items, but could be overridden if need be.
1 voteHello,
Thanks for your suggestion. You can create templates/saved estimates which serves a lot of the same function as kits. If you have questions about how to build templates please contact support@jobnimbus.com.
Have a great day,
Aaron -
follow number rules
we need to have email templates but this thing can't even allow us to sort them please listen to feedback we even send you pictures
1 voteHey!
Text sorting with numbers can be frustrating the first time you see it, but this is how computers sort text that includes numbers.
A simple way to deal with this is to zero pad your numbers, meaning instead of 1 you put 01. This will work up to 99.
You can contact support@jobnimbus.com if you have any other issues.
Thanks,
Aaron
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not put "Countdown to JobNimbus Solution Summit 2018" fixed on screen
Please make the "Countdown to JobNimbus Solution Summit 2018" able to be hidden. Currently it says there is 27 days left till the event. I really don't want to have this display bar taking up work space for the next 27 days without having the option to close it out.
I understand your desire to advertise, but once it appears, I don't see what benefits it has to your users to continue to stay on the screen the entire session. Please make it be able to be closed once logged in. I don't even mind if it appears at every…
2 votesWe just implemented a fix for this to allow you to hide the banner at the top. Sorry about that!
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dollar amounts of jobs
How do I see my sales dollar amounts....
1 voteYou can see that in the Sales Pipeline Report. Here’s a video that helps walk you through how to set this up: https://support.jobnimbus.com/hc/en-us/articles/115002640583-REPORTS-SALES-JOB-PIPELINE-REPORT
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
Thank you!
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Disable Auto-Emails to Assigned Subcontractors
When a sub-contractor is assigned to a job, task, or work order, JobNimbus automatically sends an email out to the assigned sub.
It would be much better if there was an option to disable the auto-email and choose when/if to send an email to the sub-contractor.
20 votesYou can now disable the automatic emails that are sent to subcontractors when assigning them to a contact or job. To do this:
1. Go to your name at the top right and choose “Settings” from the menu.
2. Head to the Contact Workflows tab.
3. For your subcontractor workflows, use the ••• to choose "Notification Preferences.
4. Uncheck any of the items that you no longer wish to automatically send to your subs in this type.
5. Click “Save”If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
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Assign a sub right from the work order
Would be nice to be able to assign a subcontractor right from the work order when its created instead of having to go back and editing the contact.
1 voteYou should be able to do this already. When creating a work order, just use the Subcontractor field to choose one of your existing subcontractors on the account.
If I’m missing something, please reply to let me know with more detail what you’re trying to accomplish. If this isn’t working at present, please contact support@JobNimbus.com and we can help troubleshoot the issue.
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The ability to calendarize rules/automations to do drip marketing while in one status.
When a job/customer sits in one particular spot in your sales process you need to be able to send multiple emails that are calenderized out in an automatic function to drip market to clients. Comercial projects can take several months or even a year to come to fruition and having the ability to drip maket throughout your sales funnel is an absolute must! The current automotation choices are extremily limited, there could be so much more done with the ability to add calendar functions to automation.
1 voteYou can use our integration with Zapier to send drip campaigns and keep your contacts in sync with something like MailChimp or ConstantContact. Here’s a tutorial to help you get started:
https://www.jobnimbus.com/blog/how-to-email-campaigns-zapier/
For further assistance, contact our support team at support@JobNimbus.com or 855-964-6287.
Enjoy!
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Automated Text (SMS) Notifications to Customers
IT WOULD BE GREAT TO HAVE AN AUTOMATED TEXT FEATURE TO CUSTOMERS FOR MATERIAL DELIVERY, SCHEDULED BUILD REMINDER ETC....
AND TO ALLOW THEM TO HAVE THE ABILITY REPLY BACK AND IT BE UPLOADED INTO THE SYSTEM
5 votesYou can use our integration with Zapier to send text messages to your team members or subcontractors, or even to your customers. Here’s a tutorial to help walk you through getting started: https://www.jobnimbus.com/blog/zapier-send-automated-text-messages-from-jobnimbus-to-your-team-and-subcontractors/
Please be aware, texting rates may apply depending on which service you choose.
For further assistance, contact our support team at support@JobNimbus.com or 855-964-6287.
Enjoy!
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Duplicate for Products & Services
It would be so much easier to be able to duplicate a product or service so we don't have to type out every product. For instance:
Shingle cost:
Mark up:
Tax:
Labor cost per pitch: 5 different labors according to pitch6 votesDuplicating Products and Services is available. Clicking the three dots on a Product open a menu that allows you to duplicate or hide.
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material, labor and material and labor dropdown list
toggle between the material, labor and material labor to change them to accommodate our business.
1 voteThere is a dropdown menu when editing or adding new products that allows you to toggle if you want that product to include Labor+Material, Material, or Labor. If this doesn’t fit your needs, could you provide more specifics on what you’re looking for?
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Add columns in products and services list in settings
Allow me to see prices in the list of products and services in the settings.
1 voteYou can now see an Info column in Products & Services with all of the extra info!
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The ability to add sales reps who do NOT need to access JN
We have reps who do not use JobNimbus, so we don't want to pay a monthly fee to give them an access profile. But we still need to be able to assign jobs to them for our own records/tracking/etc. So it would very helpful if there was a way to have them as a contact who we can assign to a job/customer, rather than having a sales rep list only populated from our access profiles.
3 votesYou can add these reps under a Contact Type marked as “subcontractor”. You can call it “Sales Reps” or whatever you need, but they will then you can assign them jobs.
This won’t, however, integrate with the Pipeline reports as that is part of the benefit of having these users in the system as users.
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
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change order of workflow status
I created new statuses for workflow types and it would be handy to be able to reorder the statuses so when the status of the workorder is changed, the status options order makes sense. Instead of having completed at the top of the options be able to move it to the bottom and the ones I created moved up and in a order that makes sense.
1 voteAll you need to do is drag & drop the statuses to set them in the right order on the Workflow tab of your settings.
Enjoy!
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Way for one team member to be assigned to multiple locations
It would be nice to have a way to assign 1 team member to multiple locations. Lets say a traveling team member that specializes in large projects in multiple cities.
1 voteThe location you set for each team member is just the “default” location for when they’re creating a Contact or Job, but the actual location is set at the Contact and Job level, so you can already have team members set to multiple locations by just assigning them contacts/jobs from other locations.
Give it a try and be sure to contact support@JobNimbus.com if you run into any issues or have additional questions!
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