Settings
151 results found
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Ability to Select Sales Support Specialist, Project Supervisor, and Project Manager
I am requesting the addition of three new fields in JobNimbus that function similarly to the existing Salesperson field. These fields would be for selecting a Sales Support Specialist, Project Supervisor, and Project Manager. This enhancement will allow us to better organize our projects and streamline our workflow.
New Selectable Fields:
Sales Support Specialist:
Functionality: A dropdown menu similar to the Salesperson field, allowing the selection of a Sales Support Specialist for each project.Project Supervisor:
Functionality: A dropdown menu allowing the selection of a Project Supervisor for each project.Project Manager:
Functionality: A dropdown menu allowing the selection of…10 votes -
View Automation Activity
I would like to be able to view activity for changes within the automation so I can help troubleshoot when automations have been modified and if that would have caused one to trigger unexpectedly or not.
5 votes -
Automations to Change Work Order Status
Would like to be able to Work Order status as an option in the actions of an automation. For now, actions can update contacts and jobs, but it would be helpful if it could update the Work Order too.
6 votes -
Advanced Logic paths for automations
When creating an automation, the conditions are very limited because they are specific to the type of automation, and the trigger can not be made to be very specific. also, the actions are limiting since we can only send emails, update record status, etc.
what would be ideal is if we could add additional conditions which apply to other job details.
for example, we have an automation which, upon sending an estimate, it updates the status to "pending customer approval." the only issue we have is that we use the new estimates for preliminary contingency agreements with no dollar amount.…
2 votes -
Restrict Access to Modify Sales Rep/Assignee on Record
I would like the ability to restrict team members from changing the sales rep or assignee on a contact or job.
4 votes -
Products & Services Lookup Improvement
Whenever entering the name of a Product or Service(Estimate, Invoice, Material Order, Products & Services), it has some suggestions, but they do not include the descriptions. With the 31 character limit on the names, it would be very helpful if the descriptions also showed up with the names to make it easier to identify the proper item before selecting it.
4 votes -
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
Add Estimate and Work Order Template Modification Permissions to access profiles as separate from general settings access
1 vote -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
2 votes -
Complex Automation Conditions
Currently, an automation with multiple conditions can trigger by requiring ALL or ANY of the conditions to be true. I need to be able to adjust specifically which conditions must work together.
Our company has many tasks that complete at certain stages but that do not follow a specific order. So I need to be able to set a condition that can look for one series of conditions AND a second series of conditions and so on at the same time. I can't really split this up because the tasks are handled separately, and the completion order just depends on…
5 votes -
Email feature to have CC BCC & drop down menu to select all internal users
Email feature to have CC BCC & drop down menu to select all internal users
1 vote -
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
Budget to have 2 different columns: for starting budget & for final actual cost to compare side by side
1 vote -
Budget has print or save as pdf feature
Budget has print or save as pdf feature, currently we can only do screenshot the page to save the budget as pdf.
1 vote -
Add "INTERNAL NOTES" column in Budget section
Add "INTERNAL NOTES" column in Budget section
1 vote -
Add "END DATE" column in Work Order list
Add "END DATE" column in Work Order list, this is useful to have a glance view of each Work Order without going inside to view the work orders.
1 vote -
Auto Create Work Order Upon Status Change
I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!
8 votes -
Longer Products & Services Titles!
Being able to have a longer title for a product with more than 31 characters would be great!
The limit is very annoying and unnecessary and makes it hard when trying to add different products that have slight variations (ex: "Install New Gutters - Aluminum" or "Install New Gutters - Copper")1 vote -
Ability to customize roles
Similar to access profiles before, to have the ability to customize. I do not want everyone to have admin level access but the sales and field options doesn’t give them access to everything they need. There shouldn’t be so many admins with access to alter company information. I just want to be able to customize the profiles.
1 vote -
automation for when a job status is moved out of a status
We want to put an automation in that will tell us if someone changes the status of a current status? Specifically, if someone takes something out of one of our Key status. Or if there was a way to Lock a status so that only one person can move it out of a status?
1 vote -
Hiring Process for Team Members
Please add the ability to show where someone is in the hiring process and the ability to track certifications such as drivers license, car insurance, iicrc, mold, etc...
5 votes -
Budget Commission Permissions in Access Profiles
Have the budgets set to only allow for an admin to mark the budget as paid or unpaid. For the user access to view a budget not allowing them to be able to mark the budget as paid or unpaid
1 vote
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