Time-Based Automation (Delays, Conditions)
I wish I could trigger status changes, notifications, or tasks based on time.
Example 1: if no activity within "x" time, an email or task would be triggered.
Example 2: if a note/activity occurs between "x" and "y" times (say 7:00-9:00 am or between 11:00 pm - 5:00 am) an email or task would be triggered.
Example 3: If no activity/status change after "x" days, change status. Or if Days in Status exceeds "x", then change status or perform other action.
Ashley Cleveland
shared this idea
This feature is now completed. Thank you for helping us know what wanted. You can find more information about about time-based automations in the knowledge base here https://support.jobnimbus.com/hc/en-us/articles/360024907171-Time-Based-Automations.
If you have any questions about this feature contact support@jobnimbus.com or reply to this email.
Thanks again,
Aaron
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Michael Brooks
commented
In automation I can create tasks so many days from now/when it is triggered.
I cannot do the same with Send Notification. It just sends on the day of being triggered.
I want to be able to change Job Status to completed and automatically schedule my next Task/job AND send a reminder email out to the client so many days out also to remind them.Ex. I provide quarterly services. Job is marked completed. A new task is scheduled 75 days out and and an email is sent to client 74 days out asking them to look at their calendar to schedule the next quarterly service.
JUST ADD SCHEDULING TO Send Notifications like you have on New Task under Automation. Thanks!
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Sonya
commented
If a contact (or job) is still at the same status as when they were created, after ? time period, they would automatically be transferred to status of your choice. Basically I'd want to use this for what would probably be a lost lead.
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Scott Feller
commented
Occasionally, a warranty call comes in for a job that has been archived. It would be nice to a) only archive 90 days after the job is marked "Closed" and b) to have a toggle to allow the user to "include archived data"