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170 results found

  1. 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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  2. 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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  3. 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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  4. 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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  5. 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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  6. 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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  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. Hide emails from limited access users

    I'd like the ability to specifically hide emails from certain access profiles.

    9 votes

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  9. 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

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  10. 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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  11. 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

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  12. Grouping Products and Services

    Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate

    8 votes

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  13. 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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  14. 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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  15. 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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  16. 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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  17. Automatically Assign contacts or jobs to a user

    Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".

    7 votes

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    0 comments  ·  Workflows  ·  Admin →
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  18. 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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  19. 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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  20. 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

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