Settings
121 results found
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Folders or Ability to Reorder Automations
That way you can clearly see, and edit when necessary, all of the steps within a process and know that you have them all there.
3 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.
3 votes -
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 -
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 -
Search functionality for Automations (key words, etc.)
It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")
3 votes -
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 -
Search P&S by unit of measure
Have ability to search Products and Services by typing in units of measure and have it populate the different products in that measure to select and create a quick estimate.
3 votes -
Implementation of SSO
Would like the option to use Single sign-on (SSO) for signing into JobNimbus
3 votes -
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 -
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 -
3 votes
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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 -
The ability to change the term "sales rep"
When adding a team member, the customer would like the option to change their title to something other than just "sales rep"
3 votes -
Email on the Job
On Jobs V2, if a team member has limited access and is only assigned to a Job, they can't send an email through the Job. I would like to be able to send the emails via the Job without also having to be assigned on the Contact.
2 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.
2 votes -
Automation to add assignee to contact/job
Automation to add assignee to contact/job. This would be helpful when a new contact is created by an integration like salesrabbit, where it could assign the team member that is the sales rep.
2 votes -
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 -
Document type as an automation condition
I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.
2 votes -
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 -
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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