Settings
215 results found
-
Add time-based automation option for lack of activity
Add condition option to have time-based automation trigger when a contact/job has not had any records updated, not just tasks.
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 -
Ability to use different contact types in automations
Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.
3 votes -
3 votes
-
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 -
Export my Product & Services List
I want to do a full audit of my P&S list and for me it is easier to manipulate through excel then the 575 item list that is currently sitting in my JobNimbus account. I have no way of looking at things except to scroll or attempt to search. I just want to export to excel and then I can adjust things accordingly on the website. It would be ideal to add this feature, yesterday.....
2 votes -
Automation to Create Work Order
Set up an automation to create workorder template when status changes within workflow sending directly to subcontractor. We do new home construction and have statuses such as roofing, siding, housewrap, windows/doors, gutters.
2 votes -
Additional Support for Automations Changing Statuses
Allow more automations for changing statuses. Such as, being able to change the status when a deposit is received and separately when a final payment is made. Or changing a status when a job field is selected (I would like to change status to a financed status if my sales rep changes the job field to financed). That way the office can be notified to start the finance process.
2 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 -
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
- Don't see your idea?