Settings
151 results found
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More Access Profile Options
This "account setting" check box seriously needs to have it's features broken in to more granular control.
1 vote -
Are Respite Care Services Available for Overnight Stays?
Yes, respite care services are often available for overnight stays, providing continuous care for seniors while giving their primary caregivers a chance to rest. Quality home care agencies in Chester County offer overnight respite care to ensure that seniors receive the necessary supervision and support throughout the night.
Overnight respite care is especially beneficial for caregivers who need a break but are concerned about leaving their loved ones alone at night. It ensures that the senior is safe and cared for while the caregiver gets the rest they need.
Visit Now: https://qualithealthcare.com/services/
1 vote -
Limit what users can create records
Some of our guys shouldn't be able to clog the pipeline with jobs they created. Wish their was a way in the user profile to limit jobs creation and maybe even contact creation
4 votes -
Email Notification When EagleView is Uploaded
I would like to be able to set up an automation so I can be notified when an EagleView report comes in.
2 votes -
Group/Filter Templates in Settings
I would like to be able to group up estimate templates so they are only visible by the design templates I use or based on groups so there isn't a massive list when viewing all the saved estimate templates.
1 vote -
Automation for multiple invoices or based on multiple record types
I progress bill, meaning I bill up to 3 times (deposit, in-progress, and final bills). Having an automation that can change the job's status once all invoices have been paid or be based on all invoices being closed and the jobs status matching a specific status would be very helpful. I need to make sure the automation only happens from the Pending Payments status and ALL invoices created have been paid/closed
4 votes -
Separate automations for each location
It would be nice to be able to set automations specific to each location as some items are applicable to some locations but not others.
5 votes -
Triggers need a HUGE upgrade.
I can't seem to narrow the automation by Workflow type unless I am using the Contact or Job as a trigger.
This issue caused an abundance of automated text messages to go through during our initial sync that we did not anticipate (though we probably should have, hindsight is 20/20).
Customers whose invoices were paid months ago were sent text messages thanking them for paying their bill. I could go in and change all of my automations related to Invoices and Estimates to workaround this, but it just feels like that takes away from the usefulness of this automation system...…
6 votes -
Automation to add assignee to contact/job
Automation to add assignee to contact/job. This would be helpful when a new contact is created by an integration like salesrabbit, where it could assign the team member that is the sales rep.
2 votes -
Automations based on document signature status
I'd like to be able to be notified when a document is fully signed, so setting up an automation for that would be ideal.
37 votes -
3 votes
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Make Subcontractors Invisible in Tasks
Make a way to deactivate them from the drop down menu in tasks, but keep them showing up in the subcontractor color on the calendar.
3 votes -
Ability to Pause Particular Automations, or Make them Active vs. Inactive without Deleting
Something that would be Critically Important for updating automations while the system is in use would be having the ability to pause automations. Along with our realization today that automations for Invoices/Estimates were going to be triggering on all workflows (see suggestion " Triggers need a HUGE upgrade"), we realized that we couldn't just pause these automations during a transitional phase.
This signals to me that I'm also not going to be able to work with automations unless we're ready for them to go live immediately. This makes the time window for making changes to automations VERY short.
5 votes -
Recurring Automations
I would like to set up recurring automations so it runs every 30 days or so instead of setting up rules for 30, 60, 90, etc days
6 votes -
Customize Products and Services
I would like to customize my products and services by adding a section where I can include a Sku number. This would be helpful in better categorizing items.
8 votes -
Limit access to all documents and photos
Ability to restrict access to all documents and photos. Currently, when you restrict access it only hides documents uploaded by JobNimbus. I don't want these team members to see any of the documents or photos when I pick no access.
3 votes -
Automations - Deleted Tasks or Branching
Automations continue to run for tasks that have been deleted. Branching automations would be very helpful in preventing these issues, as it could aggravate the recipients and cause confusion.
For example " I thought I rescheduled my appointment, but I'm still getting texts for an appointment at 8AM?! What is going on?!"
Branching would allow us to say: When A happens, if B is true, then do C. BUT If B is false, then do D instead (or do nothing).
5 votes -
Admin Access
Admin access should be controlled separately and not tied to giving someone "all access" to all jobs and contacts.
3 votes -
Design template selector with editing options
When emailing an estimate - to have the ability to see the different design templates, giving you option to add or change things as a way to personalize it before sending it, along with having the option to add an email header.
2 votes -
Using Automations to Assign users or sales reps
Assign "sales rep" or "assigned to" fields with automation.
7 votes
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