Settings
21 results found
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Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
10 votes -
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
5 votes -
Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
Access to Delete Products and Service
User would like to have access to delete products and services and not just hide them.
49 votes -
Setting to adjust the default payment terms.
Please add a setting to adjust the default payment terms on your invoices.
16 votes -
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.
16 votes -
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 -
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.
44 votes -
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 -
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.
32 votes -
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.
24 votes -
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
64 votes -
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.11 votesDefinitely something we’ll be doing!
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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…
9 votes -
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.
32 votes -
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
29 votesCurrently 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.
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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…
22 votesWe will be going over these kinds of suggestions soon after finishing up some high priority features. We’ll update here with our plan going forward.
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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.
111 votes -
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.
20 votes -
2-Step Verification for Login
I'd like to see a feature to add a two-factor authentication. There is sensitive data and information and I'd like to see another level of security added.
10 votes
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