JobNimbus Feedback

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  1. Automation Trigger to Change Job Field

    I would really love to be able to change custom fields with automation.

    I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.

    Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.

    I dream of…

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stop Automations from triggering multiple times

    Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Get a prompt before automated email is sent

    We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.

    If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.

    As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Days in status being part of automation conditions

    For days in status as part to an option in the conditions section of automations.

    1 vote

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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Estimate Automations - condition around workflow type

    The ability to place a condition on an estimate automation for the workflow type.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to use different contact types in automations

    Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automation Based on Built-In Job/Contact Fields

    The automation system would more powerful if there was the ability to use the Built-In fields as conditions. We can use custom fields, why not the built-in fields? I think this change would be easy to implement as well.

    "Is Archived" is an obvious built in field needed, but there are many other useful ones. I have to set up not equal status conditions to all my archive statuses if I want automation to only run on active jobs.

    example

    IF State is equal to Iowa

    another example

    IF Lead Source is not equal to Google

    Most of my work…

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automatic Job Creation or Warning Pop-Up

    With some users utilizing the Job Module, I would like to see the ability to either, have a Feature that you can turn on or off that allows Automatic Job Creation, the ability to create an Automation that allows a Job to be Added when a Contact is Created, Modified, or Created or Modified, or, a Warning Pop up that a Job is being created without a Related Contact. I see it working one of three ways, as follows:

    1. If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Time-Based Automation for Estimates

    We send out/hand deliver estimates all the time. We would like to be able to automate time-based automation for them based on whether they have been accepted or declined. Right now JN does not allow us to automate based on the Status of the estimate, which seems so simple. For example, automate a task to check in with your customer 3 days after the estimate was delivered. And maybe another one 10 days later.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. New Automation Note Condition

    With automations; it'd be beneficial to be able to include a condition that would trigger if a note is NOT left on a job or contact record after a certain period of time.

    2 votes

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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  11. Create stage conditions on automations

    Allow stages to be used as automation conditions

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. Invoice/Estimate Automated Notifcation

    I would like to be able to create an automation that would notify me any time an invoice or estimate email is responded to.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Templates trigger Automations

    Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Invoice as Option to Automations

    I would like to have invoice as an option when creating an automation.

    4 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automation for Tagged Team members

    It would be beneficial to have the ability to create an automation based on when a team member is tagged in a note on a contact/job record.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Automation to check for Null options in conditions

    In my automations I want to check when a field goes from NULL to an available option. For example, I want to check when a shingle color is selected, a drip edge color selected to trigger the next status of "Order Material". I need to be able to set as a condition "shingle color NOT EQUAL TO NULL" and "drip edge color NOT EQUAL TO NULL". Right now there isn't a way to set up this condition in my automation.

    1 vote

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automation to send invoice PDF document

    Add an option to automations that can email most recent invoice PDF document.

    5 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  18. Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered

    Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.

    3 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Assign To as a possible Action is Automations

    Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.

    2 votes

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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Automate updating Custom Fields values

    Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .

    1 vote

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