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JobNimbus Feedback

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170 results found

  1. Task Automation

    A way to automate tasks, where it can tag everyone instead of having to assign each individual.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  2. Exporting Team Page to Excel

    Ability to Export the Manage Team Page located in settings to an excel sheet ( separating Inactive and active team members )

    1 vote

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    0 comments  ·  Teams  ·  Admin →
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  3. Turn of Location Based Products feature

    Have the option to turn off "Location Based Products" feature.

    1 vote

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  4. 1 vote

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  5. Product & Services- Move product name to top of list upon search.

    . Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.

    1 vote

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  6. Automatic Job Creation or Warning Pop-Up

    With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:

    1. If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  7. Time-Based Automation for Estimates

    We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  8. Allow us to create fields for specific workflows/boards instead of every workflow/board

    Allow us to create fields for specific workflows/boards instead of every workflow/board. It would be nice to have customized fields for each board.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  9. Automation to check for Null options in conditions

    In my automations I want to check when a field goes from NULL to an available option. For example, I want to check when a shingle color is selected, a drip edge color selected to trigger the next status of "Order Material". I need to be able to set as a condition "shingle color NOT EQUAL TO NULL" and "drip edge color NOT EQUAL TO NULL". Right now there isn't a way to set up this condition in my automation.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  10. Special Characters Products and Services

    Would like to be able to use Special Characters when building Products and Services

    1 vote

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