Settings
82 results found
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User Groups/Departments (Assign to Group, @Mentions, Permissions, etc)
I would LOVE a feature allowing assignment of tasks to a Group, rather than individuals. Also, the ability to sort/filter tasks by Group (in Dashboard, preferably) would make our lives complete. :) Thank you!
11 votesNot enough community interest.
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Add "Task Name" Condition to Automation
So, I noticed the improvements made to Nimbus on Automation system.. And they are definitely appreciated.. However, I think they can and should function better.. I spoke to Josh on your Support team and he showed me a work around to my issue.
The issue: I was having I attempted to perform these automations, but they don’t quite function the way I’d like. For example, I created the action to change the status to “send to pending” when task is completed..
However the issue seems to be I can’t specify which task is assigned to changing that status based on…8 votesNot enough community interest.
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Ability to use Margin instead of Markup for Products & Services
My guess is that most business owners would prefer that JN use margin, not markup, so I think you should change that feature, or at least make it so the user can choose which he/she prefers.
7 votesNot enough community interest.
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Ability to Set Default Margin
Either a default option or a bulk edit ability? We set our margin at 40. Sales reps can go up or down but not below 0 margin.
7 votesNot enough community interest.
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Automate Task Completion from Events
Why is it i still have to click task complete when a order has been ordered,
why cant it automatically remove the task?7 votesNot enough community interest.
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Services & Products Control
A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list
6 votesMerged with other ideas, fixed, or declined.
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Tasks - check mark control
Hello,
We have been facing problems with team members accidentally check marking tasks that don't belong to them. It would be extremely beneficial if admin accts could set up access profiles based on below options:
check mark all tasks
check mark tasks only assigned to user
check mark tasks only assigned to user OR created by user
not able to check mark any tasks
Another alternative would be to create a pop up that notifies user that the task he/she is trying to check mark is not assigned to him/her.
6 votesNot enough community interest.
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More Type Options for Field Auto-Fills
I wish JobNimbus had the ability to personalize appointments. I want to be able to select the Task Type and a designated time be associated (of course still being able to modify if/when needed).
It would be great to have the Job Type drop down menu selection autofill data with variable/template field support for address, etc. Many of our jobs are similar or at the same job address and this would save inputting the data manually each time.
6 votesNot enough community interest.
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Team Member CSV Upload
Please make CSV upload available for users. This would be most beneficial for new customers who are inputting new users. I just finished inputting over 100 users and would have found this very beneficial.
4 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Add 'OR' Option for Automation Conditions
Add automation option for: When a Contact OR Job... So that we can snag both in one shot, instead of creating a rule for contact AND a rule for job.
4 votesNot enough community interest.
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Spanish Translation
Hi, friends. I'm trying JobNimbus (mobile software and now on the web) and I have to say this is the best thing I've ever seen for my work. Absolutely perfect. It matches nearly all my needs. Bad news is I'm from spain(yes here are still people working...) and I work with non english speaking people. And in €. Please tell me you are planning to translate this powerfull service into spanish soon.
Thanks.4 votesNot enough community interest.
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Have an option to send Work Order automation emails to a "primary contact"
Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Deleting just photos - Access profiles option
Ability to give team members the ability to delete just photos no other records or documents
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Create stage conditions on automations
Allow stages to be used as automation conditions
3 votesMerged with other ideas, fixed, or declined.
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Automation for Tagged Team members
It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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Ability To Rearrange Location Order
It would be beneficial if we could rearrange the order that our locations are listed. Much the same way you can rearrange statuses by dragging & dropping.
3 votesMerged with other ideas, fixed, or declined.
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Access Profile Delete Option
Access Profile Delete Option, when enabled cannot delete anything this has created issues in his acct, looking to have a better permission granularity.
3 votesMerged with other ideas, fixed, or declined.
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locations that can utilize same pricing and products
we would like both locations to be able to utilize the same pricing and products. we have to recreate and duplicate all of our products and services. due to our syncing with QB, we will need to manually adjust every single line item twice (due to 2 locations) because we can't have the products and services applied to both locations
3 votesNot enough community interest.
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Option to Update Automation Before Firing
Have a pop-up come up to let the person changing the status know that an automated task is going to be sent, and have the option to add details/notes to that automation (and maybe even an option to prioritize that automation) They should not be able to remove the automated task, but be able to add some additional details.
3 votesNot enough community interest.
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Automation for Job Type change triggered by Job Status Change
We have different workflows for stages of our jobs. (for example Sale in progress, In Production, Work In Progess, Invoicing). We created different workflows so there isn't such a long Status tab (we have about 25 status total). We have to manually change the Job Type to get the next job type / statuses. Can we make it so that when we change the job status from job type "Sale in progess" / Status "sent to production" there is a automation that changes the Job Type to "In Production" / Status "sent to production" . This would allow for everything…
3 votesNot enough community interest.
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