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JobNimbus Feedback

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170 results found

  1. Automations triggered by email responses

    I would love to create an automation based on how a customer replies to an email sent to them from JN

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  2. 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.

    3 votes

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    Viewed  ·  0 comments  ·  Access Profiles  ·  Admin →
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  3. 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.

    3 votes

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    0 comments  ·  Teams  ·  Admin →
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  4. Database search for existing record.

    With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.

    3 votes

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  5. Document Automation Capability

    The ability to make an automation to change the status of a job or contact once a document is sent out. Or any document related automation triggers.

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  6. Make Service Item editable only to Admin

    Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only

    3 votes

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  7. 3 votes

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  8. Get a prompt before automated email is sent

    We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.

    If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.

    As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  9. Deleting just photos - Access profiles option

    Ability to give team members the ability to delete just photos no other records or documents

    3 votes

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  10. Create stage conditions on automations

    Allow stages to be used as automation conditions

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  11. Automation for Tagged Team members

    It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.

    3 votes

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    1 comment  ·  Automation  ·  Admin →
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  12. Ability To Rearrange Location Order

    It would be beneficial if we could rearrange the order that our locations are listed. Much the same way you can rearrange statuses by dragging & dropping.

    3 votes

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  13. Access Profile Delete Option

    Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.

    3 votes

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  14. Auto Create Work Order Upon Status Change

    I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!

    2 votes

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    1 comment  ·  Automation  ·  Admin →
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  15. Design template selector with editing options

    When emailing an estimate - to have the ability to see the different design templates, giving you option to add or change things as a way to personalize it before sending it, along with having the option to add an email header.

    2 votes

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  16. 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.

    2 votes

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  17. Limit who can create boards

    Limit the ability to create boards even if it is marked "just me". We do not want team members to create boards for themselves. We want them to stick to a process.

    2 votes

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  18. Admin Access

    Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.

    2 votes

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  19. More options in access profiles.

    More options in access profiles. I'd like to enable users to view all contacts and jobs, but only be able to edit those assigned to them.

    2 votes

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  20. Subcontractor Settings

    Our company does not share detailed client information with our subcontractors. I don’t see any reason that a subcontractor would need a paid seat (at least not at the same level as company employees) because the functions necessary would be so limited, but that seems to be only only way to tailor access to information or send them calendar invites.

    It would be cool if there was a role specifically for Subcontractors in Team settings. Theoretically, the subcontractor would only need access to THEIR profile, and THEIR calendar with only the information that we want them to see.

    In our…

    2 votes

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