33 results found

1. 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  ·  Delete…  ·  Admin →
   Declined  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   Merged with other ideas, fixed, or declined.

2. 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  ·  Delete…  ·  Admin →
   Declined  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   Merged with other ideas, fixed, or declined.

3. 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  ·  Delete…  ·  Admin →
   Declined  ·  AdminAdam Keys (Director of Product, JobNimbus) responded

   Merged with other ideas, fixed, or declined.

4. Auto change status

   We would like to see our statuses automatically change when all tasks are complete. It would save a lot of time and confusion for our sales team.

   1 vote

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   Declined  ·  0 comments  ·  Automation  ·  Delete…  ·  Admin →

5. Participant roles for automation

   A custom job field similar to sales rep that can be added such as 'Estimator' or 'Production Manager' with an option list for active users in the system.

   1 vote

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   Declined  ·  0 comments  ·  Automation  ·  Delete…  ·  Admin →

6. Document Signed, Estimate Approved as Automation Triggers

   It would be awesome if JN could send out a notification or tasks, or update the parent job's status based a document being signed, an estimate being approved, etc.

   1 vote

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   1 comment  ·  Automation  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

7. Option to Update Automation Before Firing

   Have a pop-up come up to let the person changing the status know that an automated task is going to be sent, and have the option to add details/notes to that automation (and maybe even an option to prioritize that automation) They should not be able to remove the automated task, but be able to add some additional details.

   3 votes

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   1 comment  ·  Automation  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

8. Automation for Job Type change triggered by Job Status Change

   We have different workflows for stages of our jobs. (for example Sale in progress, In Production, Work In Progess, Invoicing). We created different workflows so there isn't such a long Status tab (we have about 25 status total). We have to manually change the Job Type to get the next job type / statuses. Can we make it so that when we change the job status from job type "Sale in progess" / Status "sent to production" there is a automation that changes the Job Type to "In Production" / Status "sent to production" . This would allow for everything to stay automated and allow for a smooth workflow from start to finish.

   We have different workflows for stages of our jobs. (for example Sale in progress, In Production, Work In Progess, Invoicing). We created different workflows so there isn't such a long Status tab (we have about 25 status total). We have to manually change the Job Type to get the next job type / statuses. Can we make it so that when we change the job status from job type "Sale in progess" / Status "sent to production" there is a automation that changes the Job Type to "In Production" / Status "sent to production" . This would allow for everything… more

   5 votes

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   1 comment  ·  Automation  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

9. Is there any way you guys could add this option to the automations for material order? When a material order is status changed to "Sent" ---

   Is there any way you guys could add this option to the automations for material order?:

   When a material order is status changed to "Sent" --- then send an email
   We currently have an automation which sends out an email when a material order is created for a contact in our Denver location. But I'd really like to change this to only notify everyone when the order has actually been sent. But this isn't currently an option. Can you guys add this in?

   1 vote

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   0 comments  ·  Automation  ·  Delete…  ·  Admin →
   Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

   Not enough community interest.

10. Sequential automation rule processing with stop option

    Automation rules should be processed in order.
    Hitting a trigger/rule should give the option to “stop processing other rules”
    Think google email filtering.

    The power of this would be huge.

    An alternative approach would be nested rules.

    If activity
    If job type
    If customer

    This will allow you trigger on an activity but take different actions dependant on the job state (or customer) ie add a note to a lead job and a high priority task is create. But add a note to an already invoiced job sends an email.

    2 votes

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    0 comments  ·  Automation  ·  Delete…  ·  Admin →
    Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Not enough community interest.

11. Add "Task Name" Condition to Automation

    So, I noticed the improvements made to Nimbus on Automation system.. And they are definitely appreciated.. However, I think they can and should function better.. I spoke to Josh on your Support team and he showed me a work around to my issue.

    The issue: I was having I attempted to perform these automations, but they don’t quite function the way I’d like. For example, I created the action to change the status to “send to pending” when task is completed..
    However the issue seems to be I can’t specify which task is assigned to changing that status based on what the task is named.. Also, lets say I am further along status wise and complete a task, because of that existing rule, it changes the status back to “send to pending”…

    Now, Josh showed me that I can create task types specifically for those individual tasks, but I believe it is really cumbersome method.

    For example, I made a rule called "Write Estimate Task" and have it set up as so: When: a Job is Created or Modified, Condition: If Status is equal to Write Estimate (modified), Create Task: Write Estimate.... Okay, so I had to go and add a task type "Write Estimate" in order for the next rule Automation to occur/trigger properly..

    Second rule: Write Estimate Complete.. When a Task is Modified, Conditions: If Is Completed is equal to True (modified) AND If Task Type is equal to Write Estimate, Actions: Change Status (Parent Job): Residential - Send to Pending...

    As you can imagine, this is quite a lot of work for me as the end user to do, just to make sure this specific rule change I want to happen, happens..

    I first need to create a new rule type just for the set of these two rules to happen. Which is messy, because now there are more task type on the pull down menu and it looks messy and can end up being confusing for some users as to which task to choose..

    What I believe would be a far simpler method to this is instead of creating new task types, why not create the option to choose task name?

    Example: Rule "Write Estimate Task", When: a Job is Created or Modified, Condition: If Status is equal to Write Estimate (modified), Create Task: Write Estimate... First rule would stay unchanged, HOWEVER, I should be able to choose from my existing task types, instead of needing to create a specific task for the second rule to happen..

    Second rule: "Write Estimate Complete", When: a Task is Modified, Conditions: If Is Completed is equal to True (modified) AND If Task 'NAME' (apposed to TYPE) is equal to Write Estimate, Actions: Change Status (Parent Job): Residential - Send to Pending.. Hope that makes sense, so instead of the Condition type being based on "task type", it should be based on a "task name"...

    OR, here's another method that might work

    Create first rule and in second rule, have it point to that first rule. So in the second rule have the option for condition to be: "If rule is equal to "Write Estimate Task" AND If Rule task is completed, then action: Change Status (Parent Job): Residential - Send to Pending...

    I hope this makes sense.. I think this would be a much better method then needing to create specific task types just to trigger a rule properly. If have any questions about my idea/suggestion, don't hesitate to contact me.

    So, I noticed the improvements made to Nimbus on Automation system.. And they are definitely appreciated.. However, I think they can and should function better.. I spoke to Josh on your Support team and he showed me a work around to my issue.

    The issue: I was having I attempted to perform these automations, but they don’t quite function the way I’d like. For example, I created the action to change the status to “send to pending” when task is completed..
    However the issue seems to be I can’t specify which task is assigned to changing that status based on… more

    8 votes

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    1 comment  ·  Automation  ·  Delete…  ·  Admin →
    Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Not enough community interest.

12. Add 'OR' Option for Automation Conditions

    Add automation option for: When a Contact OR Job... So that we can snag both in one shot, instead of creating a rule for contact AND a rule for job.

    4 votes

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    2 comments  ·  Automation  ·  Delete…  ·  Admin →
    Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Not enough community interest.

13. Automate Task Completion from Events

    Why is it i still have to click task complete when a order has been ordered,
    why cant it automatically remove the task?

    7 votes

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    0 comments  ·  Automation  ·  Delete…  ·  Admin →
    Declined  ·  AdminJobNimbus (Product Manager, JobNimbus) responded

    Not enough community interest.