JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Settings

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. The ability to create jobs through automation

    When I create a job, and set an automation that says if contact type is customer, in a particular state, it creates jobs and assigns them to individuals.

    This would drastically speed up our production workflow

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  2. Audit Log for Settings

    Need the ability to see an audit trail of all changes made in Settings.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  3. New location settings that allow specific access profiles to see customers

    The new location settings are great. I can now do more with a single jobnimbus than multiple accounts. The issue is that I can not restrict access to clients by specific location. I don't need the office staff in one location to have access to the other locations data but there is no way to restrict that so accounts have to be separated. We currently run 8 different accounts and it becomes increasingly difficult to do this as our business continues to grow.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  4. 2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. better handling of Automation scripts that key of document and invoice signing.

    I would like to be able to update the status of the parent job when a signed document or invoice occurs. The automation condition would need to know job information such as parent job, job workflow, and job status to know what needs to happen next.
    Currently we have no such information, so automating the process when documents are signed is not possible.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Hide Tasks that trigger automation of Status should be able hidden so it some can not manual add those tasks

    If I use tasks to trigger automation to change status should not be used manually because they are special tasks use for a specific purpose

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. QuickBooks character limit

    QuickBooks online allows for a character limit of 100. However you have recently imposed an error message in products and services that won't allow item names above 31 characters. I know this is for the QB desktop users that have a limit of 31 characters when syncing.

    However this means the 800+ items we have cannot have the pricing updated without changing the item name.

    Is there a way to remove this error...or extend it to 100 for QB online users?

    There are workarounds but not any that won't at least double the work of inputting/editing our products.

    Thanks,
    Tom…

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  9. Services & Products Templates - Kits

    The ability to create templates for different roof trade systems. For example, we offer a variety of roof systems. These systems are complete with ALL manufacture products. The ability to select a template by the system being installed would allow sales reps to write estimates faster and cleaner. The template selected would contain all components and pricing of those components for that particular roof system that only needs quantity updates at the time of use resulting in closing a deal faster.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  10. no access for limited access profiles to create products

    A user with a limited access profile should not have the ability to create global products for use across the company - these should be restricted.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  12. Date triggered automation for tasks

    Hello team:

    I am trying to set up an automation in our system.

    I have created a date field in our contacts that represents the expiration date for insurance for our subcontractors. I need to design a rule so we get an automated task when a) the policy is already expired (the date is in the past) and b) the policy expiration date is within 30 days.

    I have been told by support that this is not a current capability in the system, but really think that date triggered task automation would have a lot of applications in addition to…

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  13. Automate document creation

    I would love to take a customer who has agreed to a proposal to move to a new status that triggers document creation from a template like a contract etc.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  14. Automated Task Deletion or Allow Customer to Accept/Reject Proposals and trigger automation

    Example:

    When you send a Proposal to a customer, the next step is either, sign with you and conduct business, or lose the sale due to a number of different reasons. When we send a customer a proposal, two tasks are automatically created. One task is titled "Accepted", the other "Declined". Should the customer choose to accept, the sales consultant will go into the job and Check "Accepted" as complete and this will move the job status of the job. Should the customer decline, the sales consultant will go into the job and Check "Declined" as complete and this will…

    9 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

    Sounds like a good workaround, though it also sounds like we could do better by allowing the proposal directly to be accepted or rejected and have that trigger the automation to move it to the next status, without you having to hassle with tasks.

    I’ve let our dev team know what you’re doing and trying to accomplish, and they’ll work towards building an improved solution for you!

  15. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. 2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  18. Display the Change Status Text in the Actions columnwith viewing Automation Rules

    It difficult to trace automation steps if you are keying off the status of the parent job. To see what the resulting status of a particular, you have to open up the particular rule and look at it the actual status change that will happen. One should be able to see this in the complete listing of the rules

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  19. How do I keep employees from seeing the prices on work orders? For example, I do not want the salesman to see our labor cost as they are pai

    How do I keep employees from seeing the prices on work orders? For example, I do not want the salesman to see our labor cost as they are paid on gross ticket not on margin.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  20. Empty date field as a condition for an automation rule

    Allow user to use a date field as a condition for an automation rule, where the date field can be specified as empty (or not containing a date value). Currently, you can only select the field to have occurred at a certain point, like Today, Yesterday, This Week, etc. I want to see an option where the field can be called out as empty or blank.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Feedback and Knowledge Base