JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

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  1. Access to Delete Products and Servive,

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

    12 votes

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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    7 votes

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    Viewed  ·  0 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  3. Setting to adjust the default payment terms.

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

    10 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    6 votes

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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    16 votes

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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Time tracking for non-users

    Would be so helpful to have the ability to add workers and track their hours in Jobnimbus without them needing to be a Jobnimbus user. Even a lower access account option for workers (as an add-on to our account) would work. Our workers are just laborers and don't need to access anything in Jobnimbus, but we need to track their hours.

    16 votes

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    Viewed  ·  0 comments  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    11 votes

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    Viewed  ·  3 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  8. Lead Source as Automation Condition

    At present:
    IF type = Customer
    IF status = Active

    Needs:
    IF LeadSource = <selected>

    This automation would enable based on lead source where and whom to send creating tremendous flexibility including the immediate dispatch of web form leads to say a designated dispatcher.

    22 votes

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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    7 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Action for 'Change Job Status' in Automation (Estimate, etc)

    It has not been that long that JN added the ability to automate changing a contact's status through setting up a rule, but when will JN add this feature for jobs?

    I'd like to be able create an automated task for my job boards to have my job change status.

    I'd like to see the conditions added:
    * status change condition - so when a status is changed on one board, then the rule would change status again which would move job to next board
    * task completion - upon a certain task being completed, the job's status would be…

    13 votes

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    Viewed  ·  6 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    32 votes

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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. More Email Options In Automation

    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.

    22 votes

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    Viewed  ·  3 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    13 votes

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    2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

    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!

  14. 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.

    34 votes

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    Viewed  ·  6 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    17 votes

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    Viewed  ·  4 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

    43 votes

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    Viewed  ·  3 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    8 votes

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    0 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  18. Invoice Status Automation Conditions

    At present you can't change the status of a Job if an Invoice is created since there are no workflows available for invoices like there are for Work Orders and Materials lists etc.

    7 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Automate Status Change of Child Records (Change WO Status when Job status is changed)

    Our Sales Rep creates his WO's right after haveing a contract signed. The Production Manger authorizes them later in the workflow after a Job approval process. When the rep creates the WO's they start in a pending status. When the Manager later authorizes the Job it would be nice to have the status on all WO's change the status to the next WO status. (for example "authorized). This would allow us to create a board that starts tracking the WO at "authorized" and have all the WO's show up automatically. This is currently how we do it but the Manager…

    5 votes

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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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.

    23 votes

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    Viewed  ·  7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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