Settings
162 results found
-
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 -
Cheap Company to write my thesis
Collaboration with ThesisWritingService.ae is a hassle-free and professional process. Their experts provide carefully researched theses within deadlines, Thesis writing service is cheap company to write my thesis and taking client inputs to ensure proper alignment with academic objectives. The outcome is excellent, original content that scores A+. With proper communication, punctuality, and moral standards, they are a reliable ally to academic achievement.
1 vote -
Dark Mode UI Setting
A dark mode setting in JobNimbus would greatly enhance the user experience, especially for those who spend extended periods working within the platform. Dark mode reduces eye strain, improves readability in low-light environments, and aligns with modern UI trends. Many users prefer this feature for comfort and accessibility, and it would be a valuable addition to JobNimbus.
1 vote -
The Best Book Writing Agency in UK
I was finding book writing agency near me but I was so confused which is best but now I found the book writing service agency in UK. They are working from past 10+ years and have 8700+ authors of various industry.
1 vote -
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…
1 vote -
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.
1 vote -
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.
1 vote -
Additional Cost of Goods Sold (COGS) Categories
Besides just having labor and material categories, it would be helpful to add subcontractor, equipment rental, and an other category. That way the job expenses are isolated to their respective "cost buckets".
And... there should be a default setting to map each one of these Cost of Goods Sold (COGS) into the QuickBooks chart of accounts as a Cost of Goods Sold (COGS), rather that just a Job Nimbus expense. This helps when job costing to determine what part of the job made or lost money. Without this, it is difficult to reverse engineer the estimate vs actual number for…
1 vote -
Job Group Type
When a lead becomes a "SOLD" job, to have a selection of "Job Group Type" from a multi-selection dropdown list. This would allow us to quickly filter on a screen or a report, the different phases of the job (ie. Roofing, Siding, Windows, Gutter, Insulation.)
1 vote -
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.
1 vote -
Email feature to have CC BCC & drop down menu to select all internal users
Email feature to have CC BCC & drop down menu to select all internal users
1 vote -
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
1 vote -
Budget has print or save as pdf feature
Budget has print or save as pdf feature, currently we can only do screenshot the page to save the budget as pdf.
1 vote -
Add "INTERNAL NOTES" column in Budget section
Add "INTERNAL NOTES" column in Budget section
1 vote -
Add "END DATE" column in Work Order list
Add "END DATE" column in Work Order list, this is useful to have a glance view of each Work Order without going inside to view the work orders.
1 vote -
Longer Products & Services Titles!
Being able to have a longer title for a product with more than 31 characters would be great!
The limit is very annoying and unnecessary and makes it hard when trying to add different products that have slight variations (ex: "Install New Gutters - Aluminum" or "Install New Gutters - Copper")1 vote -
Ability to customize roles
Similar to access profiles before, to have the ability to customize. I do not want everyone to have admin level access but the sales and field options doesn’t give them access to everything they need. There shouldn’t be so many admins with access to alter company information. I just want to be able to customize the profiles.
1 vote -
automation for when a job status is moved out of a status
We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?
1 vote -
Budget Commission Permissions in Access Profiles
Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid
1 vote -
More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
1 vote
- Don't see your idea?