Settings
171 results found
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Search functionality for Automations (key words, etc.)
It would be super helpful to have a search bar in Automations so you can search a key word or phrase to help find the automation you're looking for more quickly. (ie "roof schedule" or "billing")
2 votes -
Opt out of Color selection for Beacon line items
Have the ability to opt out of selecting the color in line items for Beacon in estimates.
2 votes -
Automation Trigger to Change Sales Rep
i'm trying to set up an automation that will change a job from one sales rep to another once a job is in a certain status for 8 days. It would be great if we could have an automation trigger to change the sales rep field.
2 votes -
Reminder Email about annually account renewals
Have a reminder email go out before a payment is withdrawn, to pay for JobNimbus. Especially, if it's a significant amount of money.
2 votes -
Database search for existing record.
With Access Profiles, give the ability to have a setting where limited access profile users can search data base and see minimal information to verify if a lead that they have contacted has been entered already int he system by another rep to avoid duplication of efforts.
3 votes -
Products and Services Updates Needed
Three things would make products and services more useful
Vendor specific pricing (ie: I buy OC shingles from ABC at one price and Beacon at a different price) I'd prefer to not add the same product multiple times for different vendors
Ability to bulk update pricing and products, purchase prices change very often (ie a CSV or Excel downloadable and uploadable file)
Sub categories for products (shingle colors, boot sizes, etc)
25 votes -
Time Zones for Multiple Locations
We really need to have the option for our Office Manager to schedule tasks for multiple locations, in different timezones, from a single login. It currently bases the time off of her profile's time zone. The only solution right now is to create a secondary login for her with the other time zone set; this defeats our benefit of using the Locations feature vs having an unnecessary, second account.
8 votes -
Access profile option to make email threads hidden
A way to adjust access profiles, so they can't see the email threads in a job/contact.
2 votes -
Have the option to turn off the view for uploaded documents
In Access Profile, I would like an option, to turn off the access to view uploaded documents. I created a JobNimbus account for my subcontractor and don't want to give him access to this type of info.
2 votes -
Create tasks through automations that don't appear on the calendar
We have tasks for inspections that don't need to appear on our calendar. When you create an automation there is no way to remove a start/due date or duration, meaning it has to show up on the calendar. Feel free to call me to discuss the suggestion.
1 vote -
Automation Trigger to Change Job Field
I would really love to be able to change custom fields with automation.
I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.
Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.
I dream of…
8 votes -
Access Profile Setting Status Change
Create a setting to allow a user to view all contacts and jobs to take notes and such but disable them from changing their statuses.
1 vote -
Videos on Forms
It would be great if we could upload videos on forms. As of right now, we can only upload pictures.
2 votes -
View only access profile option
Add an option to create a view only access profile. Users that are assigned to this profile would be able to view the contacts/jobs assigned to them (limited access) but they wouldn't be able to edit the contact, change the status, add notes, documents, or photos. Simply just view the information on the record.
7 votes -
Edit saved units in Products and Services
User would like the ability to edit and delete a saved unit type and not add a new one.
6 votes -
Days in status being part of automation conditions
For days in status as part to an option in the conditions section of automations.
6 votes -
Add additional criteria for Alerts
In particular, a selection to allow for alerting on a repeating basis. As well as the ability to alert for jobs that remain in a status, rather than alerting for Date Status Change; could be labeled "Time Remained in Status"
1 vote -
Estimate Automations - condition around workflow type
The ability to place a condition on an estimate automation for the workflow type.
4 votes -
Make Service Item editable only to Admin
Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only
3 votes -
Turn Off ID Number Feature
I wish that we had the ability to just remove the JobNimbus contact id's all together. Just the option to turn off this feature would be great!
1 vote
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