Settings
194 results found
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Document type as an automation condition
I would like to set up an automation where the Document is the trigger record and include a "Document Type" as a condition so I can send notifications when different types of documents are signed. They need to go to different people.
2 votes -
The ability to automate note creation on a job or contact.
The ability to automate note creation on a job or contact.
2 votes -
Additional template fields for Engage
Add template fields for assignee on the job/contact and for the sales rep within Engage templates.
2 votesWe will be implementing texting on jobs details, which should solve this problem.
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Automation Ideas
Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.
2 votes -
2 votes
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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 -
Create an automation to trigger when a contact/job leaves a status.
We have jobs that could go into one of many statuses that come from one specific status and we need to create a task based on when those contacts leave the original status.
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
2 votes
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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 -
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 -
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 -
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 -
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.
2 votes -
JobNimbus Payments Onboarding Fee from Subscription
for accounting purposes
1 vote -
Toggle Button for Dark Mode
Love the fact that the app has dark mode feature but it would also be amazing to have a toggle button where I can decide if I want to use dark mode or not.
1 vote -
How do professional firms balance discretion with effective safety?
Balancing discretion with effective safety is a hallmark of professional security firms. High-profile clients often require protection without drawing unnecessary attention, which demands a delicate blend of vigilance and subtlety. Guards are trained to blend into the environment while remaining alert, ready to act at a moment’s notice. Providers of
armored transport Los Angeles exemplify this principle by ensuring secure transfers without disrupting business operations. For estate and personal protection, discretion involves unmarked vehicles, plainclothes officers, and unobtrusive surveillance systems. This balance ensures that clients can maintain their lifestyle and privacy while enjoying comprehensive safety measures. Effective firms also prioritize…1 vote -
Can you hire someone to make a book cover?
Absolutely, you can indeed hire a book cover designer to produce a professional and eye-catching cover for your book. An experienced book cover designer will have knowledge of the appropriate genre and market trends to make sure your cover is appealing to your desired reader. Hiring a professional designer will increase the attractiveness of your book and increase the success of your book in the competitive publishing market. You will work together as a team to produce quality work and unleash your creativity in your vision.
https://www.australiabookpublishers.com/book-cover-designing1 vote -
Why Is Professional Clearing Important Before Landscaping Work?
Landscaping projects often fail when the property isn’t properly cleared beforehand. Rocks, stumps, and thick overgrowth can prevent smooth grading and disrupt the design process. Hiring a Mobile Wood Splitting Service in New Hampshire that also provides land clearing ensures every obstacle is removed with precision. Professionals use heavy equipment to tackle even the toughest terrain, making the site ready for soil preparation, planting, or hardscaping. Without thorough clearing, homeowners risk uneven lawns, drainage problems, and difficulty maintaining new landscapes. Professional clearing not only saves time but also prevents future issues that DIY attempts often miss. By handling brush and…
1 vote -
How to Get Book Publishing Services in UAE
Book Publishing Services in the UAE at https://www.ghostwriting.ae/book-publishing/ provides authors with end-to-end support, from professional editing and captivating cover design to global distribution. These services cater to diverse genres, ensuring both first-time writers and experienced authors achieve a polished, market-ready book. With a deep understanding of regional and international markets, they help authors gain visibility across print and digital platforms. Whether self-publishing or pursuing traditional routes, UAE book publishing services combine creativity and strategy to bring every story to life.
1 vote
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