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JobNimbus Feedback

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170 results found

  1. 1 vote

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    0 comments  ·  Automation  ·  Admin →
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  2. Settings - Assigned to in Automations

    Add assigned to category in the automations settings. When someone leaves or quits I have to click through every automation to adjust and view to see who is assigned. If the assigned to category was there I could quickly see what automations need to be adjusted with a new employee or one leaving.

    1 vote

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  3. Option to Turn off Automatic Assignees, or to Tailor them

    I'm sure it makes sense for some companies... but automatic contact/job assignee updates messes up our custom automations sometimes. It would be great if there was an option to turn that function off

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  4. Automations- Need to be able to Filter based on Split Invoice Due Dates

    Originally, we had planned to use automations to help keep our customers reminded of their invoice due dates for deposits and final payments. We're running into the issue of the same automations triggering for both invoice dates. It would be nice to have an option to filter conditions between the two, so that I can reference a deposit vs a final payment in automated text and email communications.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  5. Consider that Automations are probably only managed by one person on each team

    I'm not sure what strategy is used to sort through these suggestions or decide how they are implemented, but I think some consideration should be taken for the fact that there is probably a limited number of people from each company/client that is going to be leaving suggestions here.

    It seems like maybe these suggestions get bypassed in lue of ones that have more votes, but you're more likely to see that 6 votes probably means 6 companies as a whole... our guys in the field don't have the time to upvote every suggestion that we leave, but they are…

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  6. Darkmode.

    Please build in an optional dark mode in settings for the desktop browser.

    1 vote

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  7. 1 vote

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  8. Filter Boards by Groups.

    The ability to filter boards by groups.

    1 vote

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    0 comments  ·  Groups  ·  Admin →
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  9. Add a markup option to the estimate templates on the settings page.

    We have our sales team filling out estimates on the job and they don't always add the necessary markup to cover cost, commission, and make a company profit.

    1 vote

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  10. Format changes to allow names with accents to keep names correct and not generic spelling

    Having a name with an accent and allowing that format to stay on the contact info without it causing an error is extremely important to many clients whose name pronunciations are not the same without the added accent above certain words. (Ie. fiancé, résumé, etc.)

    1 vote

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    0 comments  ·  Company Info  ·  Admin →
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  11. We need an automation rule that is event based, and occurs when a document is created.

    I would like an automation to remind me to review and send our Final Inspection report when our Field Supervisor creates the Final Inspection document.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  12. Create tasks through automations that don't appear on the calendar

    We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  13. Access Profile Setting Status Change

    Create a setting to allow a user to view all contacts and jobs to take notes and such but disable them from changing their statuses.

    1 vote

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  14. Add additional criteria for Alerts

    In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  15. Turn Off ID Number Feature

    I wish that we had the ability to just remove the JobNimbus contact id's all together. Just the option to turn off this feature would be great!

    1 vote

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  16. Add Actives as a Record access in Access profile

    Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.

    1 vote

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  17. "Staging site" for workflows

    Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  18. Job Display Name Format

    After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.

    1 vote

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  19. Automations based off empty fields

    I would like to build automations based on an empty or blank field

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  20. Contact Automations - condition around estimate total

    The ability to add an estimate total as a condition to a contact triggered automation.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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