Settings
162 results found
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Recurring Automations
I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days
6 votes -
Force log out a user
Need a way to force log out devices and changing the password won't force you out.
6 votes -
The ability to see what my employees see on Job Nimbus without logging into their account
While I am working on upgrading and customizing job nimbus to best suit our company, I would like the ability to "ghost" into employee accounts so I can check what they can see without having to logout of my account and login to theirs.
6 votes -
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
6 votes -
Customization
For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.
Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.
6 votes -
Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
6 votes -
Change heading color and logo based on location
Users from different locations all have the same, original company logo and color appearing on the top navigation bar of their JobNimbus, even if the color and logo from that location are different from the original company. It should change based on your assigned location. Also, the calendar colors don't change by location unless the user viewing it is an admin.
6 votes -
Days in status being part of automation conditions
For days in status as part to an option in the conditions section of automations.
6 votes -
Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
Change email address that receives subscription notices
Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.
6 votes -
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 -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
5 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting
Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.
This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.
5 votes -
Automations - Deleted Tasks or Branching
Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.
For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"
Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).
5 votes -
Add cost layers like shipping and delivery charges in the products and services section.
A way to add cost layers like shipping and delivery charges in the products and services section.
Example: "We ship brick into our yard and that's one cost, then we ship it out on our own trucks locally which is another cost. We would like to be able to add those types of line items to get to our total delivered cost with markup included"
5 votes -
5 votes
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Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
5 votes -
Internal notes on Products & Services
It would be very helpful to have an internal notes section on products and services.
5 votes
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