Settings
162 results found
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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 -
Assign To as a possible Action is Automations
Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.
5 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 -
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 -
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 -
Automation for multiple invoices or based on multiple record types
I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed
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 -
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.
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 -
Edit Contact/Job Option under Access Profiles
It would be great if we had the option to block the edit option from users under "Access Profiles". I want some specific users to have access to a specific contact/job, but I do not want them to be able to edit the contact/job.
4 votes -
Reset Job Number
Would like the ability to reset the Job ID numbers. For example, they now have over 10,000 jobs, and would like the keep the ID number to 4 digits, but since they have over 10K this creates more then 4 digits in there Job ID number. They just want to have the Job ID number (with only 4 digits) and the year.
22-{{jobid}}
4 votes -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
4 votes -
Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered
Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.
4 votes -
Groups
I would like to be able to assing automations based on a position instead of a specific person. i.e. Create a production group, assing the people handling the production aspects, and update the members when we have new hires or fires, but that way we only have to update who the member is instead of remembering to go into each thing an indiviudal is assinged ot and update that where you will end up loosing the previously assinged tasks.
3 votes
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