JobNimbus Feedback

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  1. Allow us to create fields for specific workflows/boards instead of every workflow/board

    Allow us to create fields for specific workflows/boards instead of every workflow/board. It would be nice to have customized fields for each board.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  2. Disable subcontractor notifications by default

    Disable the notifications for the subcontractor workflows by default as it is not known that this is enabled by default and work orders have been sent out to subcontractors before the work order is actually complete causing confusion and potential charges from the subcontractor.

    2 votes

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  3. Recognize any stage after Sold as Sold

    I don't always move my jobs directly into the Sold stage. Sometimes a job will be signed and immediately move from Estimated to In Production, skipping the Sold stage. I want any stage in my workflow after the Sold stage to be recognized as Sold.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  4. Statuses Can Be Changed In Hidden Workflows

    I have made a workflow "hidden" so that it can't be added to. Oddly, contacts already inside the workflows can have their status changed from board, but not from the contact menu itself. I'd like it to be consistent one way or the other, please.

    2 votes

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to Remove Workflow Image

    I added an image to a workflow and now I want to remove it, but there is no option to remove the image, only change it to another image.

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  6. Workflow statuses are case sensitive

    Workflow statuses are currently case sensitive and either shouldn't be or noted that somewhere that they are case sensitive

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  7. contingent protected job statuses - a "conditional-mandatory workflow"

    I've used other CRM's that allow admins to set protected job statuses which won't let the workflow advance until certain requirements are met. In JobNimbus, an example might be that there's a collateral job that just finished the majority of work. In order for the status to be updated to "Work Complete," a "work-complete" note type has to be added under the job and perhaps an invoice has to be added under the attachments. Or, there might be a "Work Complete" field under the job that needs to have a date entered. Then, the job will update to "Work Complete."…

    1 vote

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    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    23 votes

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    Viewed  ·  7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
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