JobNimbus Feedback

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  1. Permissions to edit notes

    I would like the ability to control which of my team members have access to editing notes

    8 votes
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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. Access to Delete Products and Servive,

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

    7 votes
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    Viewed  ·  1 comment  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  3. Automations triggered by Estimate Status

    Trigger automations based on estimate status

    Change contact status, set tasks, send emails, etc

    4 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Duplicate automation rules

    Because of the way the automation rules are set up, I need to create multiple rules to update a client's status. It would be awesome if I could copy an existing rule and then edit it.

    3 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create Automations that for a Specific Task Completion

    User would like to create automations based on the completion of a specific task rather than just "a task" in general. User wants to move job across statuses automatically based on the completion of tasks to her team, however, as automations are currently configured, the user is only able to create an automation based on any task being changed, not a specific task.

    3 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Setting to adjust the default payment terms.

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

    5 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. More Complex Automations

    User would like the ability to nest condition + action relationships under one automation. Almost like nested IF-THEN statements. Example would be "if type is equal to A" then "update status to 1" ..but in the same automation be able to test for another condition with another result, "if type is equal to B" then update status to 2"

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    3 votes
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    Viewed  ·  0 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automation for changes to work order

    It would be nice to build an automation for when the Subcontractor changes or if the date changes. the current options for the date changing is too specific. or just add an option of "changes" to the list of Occurs, After, & Before.

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Job Balance

    The system really doesn't have progressive invoicing, it has progressive payments. NOT THE SAME THING. Currently the system only tracks payments to estimates, so I have to manually determine balance owed on job. It would great if a payment for an invoice that is link to a job would update balance owe for that job.

    3 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Confirmation Upon Marking a Task as Completed

    User requests that we add a dialog box to confirm completion of a task so that the user cannot accidentally mark the task as complete twice forcing an automation to be ran multiple times.

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Grant access to editing comments when user is Limited Access

    Provide the ability to grant access to Limited Access team members to edit notes of other team members

    1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add an option for Task based automations to email the Primary Contact of the related Job

    When creating a task on a job, it does not automatically link the primary contact to the task.

    So when creating an automation to email the contact for an appointment task (created on the job) there is no option to email the primary contact (or all related contacts) of the linked job, so the automation does not trigger.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. new product entry restriction

    JN should have a permission where we can choose if an access profile can add new products & services. I am soon to have 75 sales reps and I do not want them adding new items.

    11 votes
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  15. the ability to delete records as an Admin

    Sales people rarely check to see if a customer is already entered into the system. This has made our transfer to Job Nimbus a confusing one. With pics on one record, docs on another, and customer contact info on yet another. This normally happens when they are mobile and cannot see the box that suggests other entries.

    1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  16. automation

    Be able to use Lead Source as a condition in Automation

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Looping

    Currently it doesn't allow automation to loop. For example we have a weekly meeting that everyone in the office attends. It would be awesome if it could be automated. But currently it gives you an error message that it would cause looping and you can't bypass that. It would be awesome if it gave you the notice but then let you proceed if you wanted to. It would really streamline our day to day operations in the office.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Workflow / Type Wildcard in Automation Conditions and Actions

    Workflow / Type wildcard in automations because I have the same status in many workflows and don't want to create a separate rule for each Workflow / Type.

    Example: I have 2 workflows. Residential and Commercial. The workflows are different but both have a status called Completed and I want to trigger an automation of off that status. I want to not have to specify the Type along with the Status so that I can just create one automation that works for both workflows rather than having to create two separate workflows.

    In Boards I can already do this kind…

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. subcontractors status

    when I change subcontractor status to inactive it still being listed in subcontractor list when I want to add any to the job which make the list quite long having all active anmd inactive there. can this be changed so inactive subbies are not visible in subcontractors drop down list

    1 vote
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    Viewed  ·  1 comment  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  20. 2 votes
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
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