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71 results found

  1. 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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  2. Automations based on document signature status

    I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.

    36 votes

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    23 comments  ·  Automation  ·  Admin →
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  3. 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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  4. 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.

    23 votes

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    Viewed  ·  5 comments  ·  Automation  ·  Admin →
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  5. 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!

  6. 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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  7. 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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  8. 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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  9. Automation to send invoice PDF document

    Add an option to automations that can email most recent invoice PDF document.

    11 votes

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    0 comments  ·  Automation  ·  Admin →
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  10. 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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  11. 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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  12. 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…

    8 votes

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    0 comments  ·  Automation  ·  Admin →
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  13. 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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  14. Using Automations to Assign users or sales reps

    Assign "sales rep" or "assigned to" fields with automation.

    7 votes

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    2 comments  ·  Automation  ·  Admin →
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  15. 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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  16. 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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  17. 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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  18. 6 votes

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    1 comment  ·  Automation  ·  Admin →
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  19. Automation to update what person(s) are current assignees through a job workflow.

    As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.

    6 votes

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    0 comments  ·  Automation  ·  Admin →
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  20. 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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