Settings
196 results found
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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 -
settings button gets cut off with new UI
For the new UI that JobNimbus is trying out, it cuts off the settings button when you click the dropdown in the top left, and you can't scroll down. My current solution is to zoom out before clicking the dropdown, then it shows up.
2 votes -
Location-Based Visibility for Full Access Users
We’d like the ability for Full Access users to only see Jobs and Contacts assigned to their specific location, without needing to:
Move them to a Limited Access profile
Manually assign them to each job/contact they need visibility into
This would greatly improve workflows for multi-location companies, where regional admins manage their own teams. The current workaround is manual, time-consuming, and not scalable for larger accounts.
2 votes -
Option to Add Users with Monthly Billing While Keeping CRM on Annual Plan
We have new employees on a one-month trial to evaluate their fit, but in order to add them to JobNimbus under our current annual plan, we’re required to commit to the full annual cost for each additional user.
It would be helpful to have the flexibility to add certain users on a month-to-month basis while still maintaining our main CRM subscription on an annual plan.
2 votes -
Automation to Send Invoice Document
Logo is trying to set up a automation that will send the full invoice once it is paid
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 -
Body Preview on Email Template
When making an "Email Template: have it actually show how it will look below in the "Body Preview" rather than looking the same as how you set the template. This way you can bypass making an email with it and sending it through a fake name to actually see what it looks like when the customer sees it and not have to keep doing that if you have to tweak it! Pointless to see it look the same in the made up template as in the body preview when that's what should help us to see it like the customer…
2 votes -
Location Based Workflows
Be able to create workflows based on location- for example if we have a location set up for our roofing division we would have a different set of workflows and job fields than our gutter division and our siding division.
2 votes -
ability to filter automations
I ultimately would like a cleaner way to see all the automations. so the ability to filter through them. Like seeing by who is assigned or jobflow or status as examples.
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 -
Ability to "not send" a First Payment Reminder email if there is a payment recorded under Payments
We currently send out a First Payment Reminder email when the job status is changed to "Roof Build Complete" It would be helpful if we could exclude a contact from receiving this reminder if there is a payment already recorded under Payments.
2 votes -
Subscription Options Based on Features
Provide tiered subscription options for smaller companies that would prefer to use a basic functionality of the CRM without the additional updates/upgrades that are weatherguardkeri@icloud.combeing made.
2 votes -
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
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
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