JobNimbus Feedback

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  1. More Selective Deletion Access

    Currently, the ability to delete most things, from jobs to photos to notes, is granted under the "Delete Records" permission in Access Profiles. This is a broad set of permissions to give under a single option. We'd like the ability to selectively give individual deletion permissions in Access Profiles.

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. Session Time Out - Ability to set up duration for inactivity to trigger auto-logout

    Ability to set up an auto-logout due to inactivity and designate the amount of time of inactivity required for the session to time out.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. assignment

    We are looking for a way to assign leads in a round robin style, however we have 3 office people who assign leads and leads aren't assigned evenly. Eventually we will have a pecking order and leads will be manually distributed based off sales reports. Unless we can incorporate top performers for a set length of time and certain lead sources would go to certain reps based off of performance.

    Any way we can automatically assign leads just to the next rep on a specific list?

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Duplicate automation rules

    Because of the way the automation rules are set up, I need to create multiple rules to update a client's status. It would be awesome if I could copy an existing rule and then edit it.

    3 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create Automations that for a Specific Task Completion

    User would like to create automations based on the completion of a specific task rather than just "a task" in general. User wants to move job across statuses automatically based on the completion of tasks to her team, however, as automations are currently configured, the user is only able to create an automation based on any task being changed, not a specific task.

    3 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. Better ID customization

    I want to see the ability to better customize ID's for Jobs and Invoices. For example, we have separate PO's for 3 separate divisions, but currently, I have to go in and update the ID before I can add a Job to any of these POs. I would like to see a way that this is more customizable and automated.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automation Note

    I would like it if I could set up an automation that would make a NOTE instead of a TASK. For example, when I move a customer into a specific status, a note would auto populate. Right now, automation is only available for a task or an email; not a NOTE.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Setting to adjust the default payment terms.

    Please add a setting to adjust the default payment terms on your invoices.

    5 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. More Complex Automations

    User would like the ability to nest condition + action relationships under one automation. Almost like nested IF-THEN statements. Example would be "if type is equal to A" then "update status to 1" ..but in the same automation be able to test for another condition with another result, "if type is equal to B" then update status to 2"

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. Send Subcontractor Calendar Invites

    Add the ability to send a calendar invite with tasks or workorders. Subcontractors currently only receive emails and it would be better if a calendar invite was sent, if even as an attachment, in the email notification, so the subcontractor can easily add the assignment to their calendar.

    3 votes
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    Viewed  ·  0 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  11. Part Number field Added to Products and Services

    Include a field in the Products and Services for Part Numbers. This will help in creating Material Orders for suppliers. It will create higher efficiency for purchasing the correct part.

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  12. Automation for changes to work order

    It would be nice to build an automation for when the Subcontractor changes or if the date changes. the current options for the date changing is too specific. or just add an option of "changes" to the list of Occurs, After, & Before.

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. More custom fields

    I would like to have more custom fields for each custom field type to enter

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Job Balance

    The system really doesn't have progressive invoicing, it has progressive payments. NOT THE SAME THING. Currently the system only tracks payments to estimates, so I have to manually determine balance owed on job. It would great if a payment for an invoice that is link to a job would update balance owe for that job.

    3 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Statement template

    The ability to make a statement template that will include all invoices and payments made.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Confirmation Upon Marking a Task as Completed

    User requests that we add a dialog box to confirm completion of a task so that the user cannot accidentally mark the task as complete twice forcing an automation to be ran multiple times.

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Grant access to editing comments when user is Limited Access

    Provide the ability to grant access to Limited Access team members to edit notes of other team members

    1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  18. Option to exclude weekends from Automations

    Ability to exclude the weekends for Time-Based automations.

    7 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. Add an option for Task based automations to email the Primary Contact of the related Job

    When creating a task on a job, it does not automatically link the primary contact to the task.

    So when creating an automation to email the contact for an appointment task (created on the job) there is no option to email the primary contact (or all related contacts) of the linked job, so the automation does not trigger.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. new product entry restriction

    JN should have a permission where we can choose if an access profile can add new products & services. I am soon to have 75 sales reps and I do not want them adding new items.

    11 votes
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
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