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33 results found
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Assignment of User to Contact or Job based off of Trigger
We have a team dedicated to Supplementing our jobs. When a job is updated to the supplementing status we created we have a task automation to assign it to the supplement team; however, the user can only see the task and cannot see the job because they were previously not assigned to that job. Would love to see it possible where based on a trigger "status update" or others, a user is able to be assigned to the project.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Automations Create Tasks that last 1 Week
The logo wants to be able to create an automation that creates a task that lasts a full week or can specify a time frame that the task starts and ends.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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1 vote
This has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Option to Turn off Automatic Assignees, or to Tailor them
I'm sure it makes sense for some companies... but automatic contact/job assignee updates messes up our custom automations sometimes. It would be great if there was an option to turn that function off
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Automations- Need to be able to Filter based on Split Invoice Due Dates
Originally, we had planned to use automations to help keep our customers reminded of their invoice due dates for deposits and final payments. We're running into the issue of the same automations triggering for both invoice dates. It would be nice to have an option to filter conditions between the two, so that I can reference a deposit vs a final payment in automated text and email communications.
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Consider that Automations are probably only managed by one person on each team
I'm not sure what strategy is used to sort through these suggestions or decide how they are implemented, but I think some consideration should be taken for the fact that there is probably a limited number of people from each company/client that is going to be leaving suggestions here.
It seems like maybe these suggestions get bypassed in lue of ones that have more votes, but you're more likely to see that 6 votes probably means 6 companies as a whole... our guys in the field don't have the time to upvote every suggestion that we leave, but they are…
1 voteThis has been an infrequent ask, so with current priorities, it will not be added at this time, but will be considered if additional requests are made.
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Have an option to send Work Order automation emails to a "primary contact"
Trying to set up an automation based on a work order changing status and there is not an option to email just the primary contact, just all related contacts. Would like to have an option to be able to email the Work Order to just the primary contact.
3 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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We need an automation rule that is event based, and occurs when a document is created.
I would like an automation to remind me to review and send our Final Inspection report when our Field Supervisor creates the Final Inspection document.
1 voteClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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Automation Trigger to Change Sales Rep
i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.
2 votesMerged with other ideas, fixed, or declined.
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Create tasks through automations that don't appear on the calendar
We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.
1 voteMerged with other ideas, fixed, or declined.
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Add additional criteria for Alerts
In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"
1 voteMerged with other ideas, fixed, or declined.
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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.
2 votesMerged with other ideas, fixed, or declined.
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Automations based off empty fields
I would like to build automations based on an empty or blank field
1 voteMerged with other ideas, fixed, or declined.
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Contact Automations - condition around estimate total
The ability to add an estimate total as a condition to a contact triggered automation.
1 voteMerged with other ideas, fixed, or declined.
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Task Automation
A way to automate tasks, where it can tag everyone instead of having to assign each individual.
1 voteMerged with other ideas, fixed, or declined.
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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…
2 votesClosing out due to age of request, that it was fixed, or that it won't be implemented. Cleaning up our votes to make sure we are focusing on the greatest impact.
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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.
3 votesThis has been an infrequent ask, so with current priorities, it will not be added at this time.
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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:
If Automatic Job Creation is turned "On" it would automatically create a new job the way a job is added today…
1 voteMerged with other ideas, fixed, or declined.
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Create stage conditions on automations
Allow stages to be used as automation conditions
3 votesMerged with other ideas, fixed, or declined.
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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 voteMerged with other ideas, fixed, or declined.
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