Settings
186 results found
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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 -
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1 vote -
Best British Book Promotion Campaigns
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1 vote -
Best Tips for Writing and Printing Services in the UK
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1 vote -
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1 vote -
Best Quality Customized Woven Labels in NZ
A company based in New Zealand called Embroidered Patches manufactures premium woven labels NZ. Your custom woven labels can be personalized with your brand name, logo, or whatever else you want about the company you operate. Our team is composed of a highly qualified group of individuals with years of expertise in the area of creativity. We test designs using modern technologies in order to generate new ideas. To obtain a free quote, please contact us.
1 vote -
How Can Tailored Staffing Strategies Enhance Business Performance?
Incorporating customized staffing solutions into a company’s hiring strategy can significantly improve overall performance by aligning workforce capabilities with business goals. Rather than relying on generic approaches, tailored staffing considers the specific skills, experience levels, and cultural fit needed for each role. This precision enhances productivity, reduces turnover, and supports long-term growth. Whether filling high-volume operational roles or niche technical positions, customized staffing ensures that only qualified, compatible candidates are placed. These solutions often include data-driven assessments, industry-specific sourcing, and streamlined onboarding, helping businesses scale efficiently without compromising quality. For companies in rapidly evolving industries, adaptability is critical—and customized staffing…
1 vote -
Add Warnings for Enabling/Disabling Features
Currently, if I disable "Work Orders" in my account or any other feature, it would be nice if something informed me of what that change would entail. The example with "Work Orders" would be that this would remove the "Work Order" tab from any projects where I cannot view those records anymore.
Additionally, this could be the same for enabling features such as "QuickBooks" which will lock my taxes in JobNimbus until that feature is disabled.
1 vote -
Specify Ability/Inability to Hide Attachment Categories
Currently, there are several attachment categories listed within JobNimbus and some are enabled based on integrations that are toggled as features. Those attachment categories cannot be hidden if the integration is still active and enabled in features.
It would be beneficial to list this caveat at the top of the "Attachment Categories" page within "Settings" as to why those options cannot be hidden, edited, or deleted.1 vote -
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1 vote -
Automation based on Job Due date/start
I would like to be able to use the job due date/start as an automation trigger.
Currently the drop down in the automation options does not include this field.
If I create a custom field with a date I can build automations off that but I would like it to be the due date/start.
1 vote -
Insurance Background Checks
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1 vote -
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1 vote
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