Settings
8 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…15 votes -
What should couples expect from a retreat house to rent?
Couples booking a retreat house to rent can expect intimacy, privacy, and peaceful surroundings. These homes are typically located in quiet, scenic spots and are designed for relaxation. Popular features include hot tubs, fireplaces, scenic decks, and cozy interiors—perfect for a romantic getaway.
The best retreat house to rent for couples also includes thoughtful touches like luxury linens, a well-equipped kitchen, and nearby access to nature trails or spas. Whether you’re celebrating an anniversary or just escaping the daily grind, couples can look forward to a quiet space to reconnect and enjoy uninterrupted time together.
1 vote -
Location Based Workflows
Be able to create workflows based on location- for example if we have a location set up for our roofing division we would have a different set of workflows and job fields than our gutter division and our siding division.
1 vote -
Custom Workflow Stages
Need a stage for "Legal" or the ability to create custom stages for Insights
3 votes -
Automatically Assign contacts or jobs to a user
Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".
8 votes -
Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
6 votes -
Remove requirement to have stages in order
Right now we can't change the order of workflow stages. We want to be able to have things in our own order.
4 votes -
Color Coding for Workflow Types
Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.
Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.
33 votes
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