Settings
184 results found
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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 -
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 -
Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
2 votes -
ACH payments for subscription
add ability to do monthly recurring payments with ACH instead of credit card.
2 votes -
Email containing Attachment automation
If an email contains an attachment
Attachment type is equal to estimate
Change estimate status to sent
I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
Assign Group for New Users
I'd like to have the ability to assign a group while I am adding new team members. This will help with having to toggle to different areas of the settings once a new user has been added.
2 votes -
More User Control options
Under settings all the different types of options for example contacts, jobs, workflows, reports, and the dashboard itself. It's usually 2 options All Team members or Sales Rep/Assigned to Job. It would be great if the Admin person can have more control depending on the role in the company and be able to choose specific people. For example, on reports, some staff may not be tech-savvy and it will be faster for the admin to create it and assign it only to that person instead of having to go on their profile. Especially for those of us that are under…
2 votes -
Template fields for Assignee info
I would like a template field to include Profile information from the profiles of team members assigned to the contact. Not just the Sales Rep
2 votes -
Expand time-based automation conditions
I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition
2 votes -
Automated Email to Unrelated Contact
We need the ability to send automated emails to contacts-specifically contacts who aren't related to a job, not a subcontractor, not a team member.
2 votes -
Have an option to send Work Order automation emails to a "primary contact"
Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.
2 votes -
Workflow Changing Automation
The ability to have an automation change the job workflow along with the job status. So they do not need to go in and manually change the workflow when they want to change boards.
2 votes -
Hide from List function on Lead Source
Apply the Hide from List function to the Lead Sources.
Reasoning behind it - Marketing would like to track lead source effectiveness so they don't want anyone who is manually entering data to select their specific Lead Sources.
Hidden from List would still need to be available to use through Zapier.
OR - Ability to Restrict Lead Sources by Access Profile2 votes -
filter & bulk edit within the products and services settings tab
Add a filter to sort through products and services to make edits easier to find.
example: filter by labor category, then bulk edit all of the labor rates or markups.2 votes -
Opt out of Color selection for Beacon line items
Have the ability to opt out of selecting the color in line items for Beacon in estimates.
2 votes -
Automation Trigger to Change Sales Rep
i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.
2 votes -
Reminder Email about annually account renewals
Have a reminder email go out before a payment is withdrawn, to pay for JobNimbus. Especially, if it's a significant amount of money.
2 votes -
Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 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")
2 votes
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