Settings
176 results found
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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 -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
3 votes -
Make Subcontractors Invisible in Tasks
Make a way to deactivate them from the drop down menu in tasks, but keep them showing up in the subcontractor color on the calendar.
3 votes -
Admin Access
Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.
3 votes -
Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
3 votes -
Show more than 10 items when searching products and services when creating estimate
Show more than 10 items when searching products and services when creating estimate. Example, 14 products and services saved with dispatch in the title. Only 10 total will show when clicking "see more" even though more exist.
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 -
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 -
What paperwork do I need for a court-ordered mental review?
Court-ordered mental health evaluations typically require government-issued ID, legal paperwork, and any previous medical or psychiatric records. The court may also specify the provider or documentation format needed.
Searching for a psych evaluation near me can help you find professionals familiar with legal requirements. These providers can guide you through the necessary steps to ensure your paperwork is thorough and legally compliant.
2 votes -
Supplement team or public adjuster role
Third party supplemental company or public adjuster needs access to only to insurance jobs. They should have access to view existing jobs on CPU and make real time updates allowing company to respond in kind and on time. Field pro only allows mobil access but this role could be utilized if able to view and edit on CPU or website.
2 votes -
Invoice Template Fields - Suggestion
It would be good to include a template field for invoice templates that shows the most recent invoice balance due. If a job has multiple invoices, then this can make it troublesome to show what invoice balance is due. Say I have one invoice that is paid out and shows a $0 balance due, but another invoice that has $2000 due, there currently isn't any field template that would show the second invoices balance amount.
2 votes -
Access Profiles - Notes
Access Profiles should include an option to control whether a user can View, Edit, Create, or Delete Notes. There was a situation where one of our users editing an existing note that had important information on it earlier that can no longer be recovered. If we had a way of specifying in the access profile how much access a user has for notes, that will help prevent this from happening in the future.
2 votes
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