JobNimbus Feedback

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  1. the ability to delete records as an Admin

    Sales people rarely check to see if a customer is already entered into the system. This has made our transfer to Job Nimbus a confusing one. With pics on one record, docs on another, and customer contact info on yet another. This normally happens when they are mobile and cannot see the box that suggests other entries.

    1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  2. automation

    Be able to use Lead Source as a condition in Automation

    2 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  3. Looping

    Currently it doesn't allow automation to loop. For example we have a weekly meeting that everyone in the office attends. It would be awesome if it could be automated. But currently it gives you an error message that it would cause looping and you can't bypass that. It would be awesome if it gave you the notice but then let you proceed if you wanted to. It would really streamline our day to day operations in the office.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Workflow / Type Wildcard in Automation Conditions and Actions

    Workflow / Type wildcard in automations because I have the same status in many workflows and don't want to create a separate rule for each Workflow / Type.

    Example: I have 2 workflows. Residential and Commercial. The workflows are different but both have a status called Completed and I want to trigger an automation of off that status. I want to not have to specify the Type along with the Status so that I can just create one automation that works for both workflows rather than having to create two separate workflows.

    In Boards I can already do this kind…

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. subcontractors status

    when I change subcontractor status to inactive it still being listed in subcontractor list when I want to add any to the job which make the list quite long having all active anmd inactive there. can this be changed so inactive subbies are not visible in subcontractors drop down list

    1 vote
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    Viewed  ·  1 comment  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. to have a reminder set up without assigning a task.

    I need to figure out a way to set the automation to send me a reminder to follow up with a contact after I call or email FROM the JobNimbus app. I know I can set up an automation to schedule follow ups after a status has changed but what if there is no change in the status? I just need a friendly reminder to call someone back without scheduling a task every time. This needs to be applied to current customers, not a new entry. Can I make an option button after ending a call on the app that…

    5 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change Status when all Invoices paid in full

    Currently, the "payment condition" only allows fixed amounts, not by invoice amounts. I'd like to change the status of my parent job when a job is paid in full and possibly send an email to the contact.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  9. Task Start Time Template Field on automated emails

    Would like to have a task start time template field on automated emails

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Material Cost Comparison Between Suppliers

    It would be nice to be able to have jobnimbus compare pricing between 2 to 4 different suppliers when creating material orders.

    1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  11. 4 votes
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automation option to allow a Job to be created when a customer is created

    Since we have enabled the "job option", it would nice to create a Job automatically when we create a customer. This would be done via an automation rule. Currently the option only allows creation of a Task.

    14 votes
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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Automations- set subcontractors as users in email automations

    Currently I have only been able to automate emails to internal users. Why cant we select a subcontractor for this?

    3 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Automation condition sections for "Require All" and "Require Any"

    I have several team members that I want to send an email to if a task assigned to them isn't completed in a specific timeframe. I would have a condition for each team member and would like to use the "Require Any Condition to be true" bfor those conditions but I also need to add a hard condition called "Only if Task is Incomplete". If there was a section of conditions for "Require All" and a separate section for "Require Any" then I could list the Assignment conditions in the "Require Any" condition section and list the "Task is Incomplete"…

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Record links in email templates

    When creating email templates, I would like to be able choose to have record names and task titles be links to the record in JobNimbus so that the recipient team member can just click on the link to be taken to the record. I need to be able to choose because any customer facing emails should not contain links to records in JobNimbus but emails to team members should.

    1 vote
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Categories for Products and Services

    It would be very helpful to have categories for products and services. Since the list is purely alphabetical, it can be difficult to pull up and item when generating an estimate when you have a large item list. It would be nice to beable to group them together by type.

    2 votes
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  18. Time tracking for non-users

    Would be so helpful to have the ability to add workers and track their hours in Jobnimbus without them needing to be a Jobnimbus user. Even a lower access account option for workers (as an add-on to our account) would work. Our workers are just laborers and don't need to access anything in Jobnimbus, but we need to track their hours.

    14 votes
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    Viewed  ·  0 comments  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    Viewed  ·  0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  20. team member page

    please add a column for location on the Manage Team page

    2 votes
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    Viewed  ·  0 comments  ·  Teams  ·  Flag idea as inappropriate…  ·  Admin →
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