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26 results found

  1. Products & Services Tree - Parent-Child relationships

    Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.

    This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.

    106 votes

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  2. Ability to Include Attachments in Automation Emails

    It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer

    70 votes

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    Viewed  ·  4 comments  ·  Automation  ·  Admin →
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  3. Create More Restrictive Access Profile

    We would like our crew chiefs to have access to job records for a day, they would be assigned to the record. They would only have access to take pictures directly into the job record. At the end of the day, they would be unassigned. If there are issues with the install, we would like them to send the crew chiefs a work order with photos impeded of the problem

    62 votes

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    Viewed  ·  7 comments  ·  Access Profiles  ·  Admin →
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  4. Permissions for Adding/Editing Products & Services

    Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.

    51 votes

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    Viewed  ·  8 comments  ·  Access Profiles  ·  Admin →
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  5. Update templates when Products & Services change

    Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.

    It would be nice if the templates pulled from current cost/pricing.

    41 votes

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  6. Access to Delete Products and Servive,

    User would like to have access to delete products and services and not just hide them.

    38 votes

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  7. Add Email Addresses In Automations

    JobNimbus absolutely needs to be able to send email automation to "Additional Recipients". The current parameters trap you inside of JobNimbus NOT allowing to send email to a designated email address outside of users or contacts etc. This is a must if we are to alert our field techs without them being a user.

    30 votes

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    Viewed  ·  5 comments  ·  Automation  ·  Admin →
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  8. Color Coding for Workflow Types

    Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.

    Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.

    29 votes

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    Viewed  ·  7 comments  ·  Workflows  ·  Admin →
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  9. Match Invoice #'s, Work Order #'s, to Job/Contact number

    It would be nice if invoices, work orders, and estimates could be given the same custom # we give our jobs.

    For example, an invoice created under job 225STL15 would be Invoice # 225STL15

    27 votes

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    Currently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.

    We will definitely consider this going forward.

  10. Automation option to allow a Job to be created when a customer is created

    Since we have enabled the "job option", it would nice to create a Job automatically when we create a customer. This would be done via an automation rule. Currently the option only allows creation of a Task.

    24 votes

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    Viewed  ·  5 comments  ·  Automation  ·  Admin →
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  11. Sorting, Grouping, and Tagging for Automation Rules

    We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.

    21 votes

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    3 comments  ·  Automation  ·  Admin →
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    We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!

  12. Ability to keep track of sub contractor's insurance

    It would be great if we had to ability to keep track of subcontractors licenses, insurance and certifications. I'd like the ability to store the documents with the sub contractor.

    Most important would be email notifications on pre-defined intervals about expiring documents, so we would have warning in order to obtain new certs, etc..

    I just moved from a competing product that had this feature and it was one of the only good things I can say about it.

    20 votes

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    Viewed  ·  4 comments  ·  Subcontractors  ·  Admin →
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  13. Automation for Subtasks

    It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.

    19 votes

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    Viewed  ·  3 comments  ·  Automation  ·  Admin →
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  14. Subcontractor Pay Function

    One of the biggest pains in my neck is paying subcontractors. We export the job list to Excel and then generate a tab for payment for each job. I just hired an Excel demi-god to streamline the process, but I think it would be a good near-future project for JN. It seems that it would be so easy to have a sub-pay form that is built off of the work order. I hate to ask you to do this because I don't want to make it easy for my competition, but I think it would be worth doing. If you…

    18 votes

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  15. Add Photos/Attachments to Products & Services

    with the ability to post selected pictures and/or brochure in form/document creation.

    18 votes

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  16. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

    15 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Admin →
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  17. Categories for Products and Services - Group

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    15 votes

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  18. Send Subcontractor Calendar Invites

    Add the ability to send a calendar invite with tasks or workorders. Subcontractors currently only receive emails and it would be better if a calendar invite was sent, if even as an attachment, in the email notification, so the subcontractor can easily add the assignment to their calendar.

    13 votes

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    Viewed  ·  1 comment  ·  Subcontractors  ·  Admin →
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  19. Automation to Create Job on Contact Status Change

    I would love to create an automation that when a contact is moved to a certain status it can trigger the automation to create a job. For example I have a status of sold in contacts and when I move the contact to that status it automatically creates a job for that contact.

    11 votes

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    Viewed  ·  1 comment  ·  Automation  ·  Admin →
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  20. Show Jobs Assigned on Subcontractor Contact Page

    Itt would be really nice if when viewing a contact that has the "subcontractor" parameter marked, any jobs where the subcontractor is listed as the subcontractor in "Subcontractor" Field would appear on their contact page. The result would be similar to how the jobs appear for any contact listed as a "Related Contact" on a job.
    Reason: I want to be able to pull up my subcontractor's contact page and quickly view all open jobs that subcontractor is currently doing for us. This can be beneficial for billing purposes, phone conversations with the subcontractor and more.

    10 votes

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