Settings
193 results found
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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 -
Remove requirement to have stages in order
Right now we can't change the order of workflow stages. We want to be able to have things in our own order.
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 -
Have capability to not be logged out!
Use a cookie to allow users to remain logged in. This is safe to do from a security standpoint and works even if the web application is updated or the user is terminated.
5 votes -
Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
Expand the different conditions that are allowed for automations to trigger on.
For instance, allowing an automation to filter by a certain word in the name of a job. Allow greater freedom for creating more specific conditions for automations.
4 votes -
Additional Cost of Goods Sold (COGS) Categories
Besides just having labor and material categories, it would be helpful to add subcontractor, equipment rental, and an other category. That way the job expenses are isolated to their respective "cost buckets".
And... there should be a default setting to map each one of these Cost of Goods Sold (COGS) into the QuickBooks chart of accounts as a Cost of Goods Sold (COGS), rather that just a Job Nimbus expense. This helps when job costing to determine what part of the job made or lost money. Without this, it is difficult to reverse engineer the estimate vs actual number for…
4 votes -
Advanced Logic paths for automations
When creating an automation, the conditions are very limited because they are specific to the type of automation, and the trigger can not be made to be very specific. also, the actions are limiting since we can only send emails, update record status, etc.
what would be ideal is if we could add additional conditions which apply to other job details.
for example, we have an automation which, upon sending an estimate, it updates the status to "pending customer approval." the only issue we have is that we use the new estimates for preliminary contingency agreements with no dollar amount.…
4 votes -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
4 votes -
Restrict Access to Modify Sales Rep/Assignee on Record
I would like the ability to restrict team members from changing the sales rep or assignee on a contact or job.
4 votes -
Email Notification When EagleView is Uploaded
I would like to be able to set up an automation so I can be notified when an EagleView report comes in.
4 votes -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
4 votes
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Limit access to all documents and photos
Ability to restrict access to all documents and photos. Currently, when you restrict access it only hides documents uploaded by JobNimbus. I don't want these team members to see any of the documents or photos when I pick no access.
4 votes -
ACH payments for subscription
add ability to do monthly recurring payments with ACH instead of credit card.
4 votes -
Adding profile photos for other users
Request for a feature enabling the account owner or admin users to upload profile photos for other users, especially field or sales workers.
4 votes -
need break down of profits and expences such as material and labor so everyone is on the same page
paycheck stubs as well as profits and job breakdown
4 votes -
Sorting functions on Company, Team, Groups, Access Profiles
Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.
4 votes -
Terms and conditions on separate page
Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.
4 votes
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