Settings
117 results found
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Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
Grouping Products and Services
Would like to see the option for Service Packages included in Settings. This would enable us to have a simpler option for Estimate building and Budget creation as opposed to the lengthy process of adding each individual Product/Service; this would more appropriately serve the way we currently operate
8 votes -
The ability to change the term "sales rep"
When adding a team member, the customer would like the option to change their title to something other than just "sales rep"
3 votes -
Automation to send invoice PDF document
Add an option to automations that can email most recent invoice PDF document.
11 votes -
Change email address that receives subscription notices
Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.
6 votes -
Assign To as a possible Action is Automations
Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.
5 votes -
Add an automation to send/create a document upon a status change
The ability to automate the sending of a document through a status change automation
18 votes -
Automate updating Custom Fields values
Would like to see this as an option in order to help with accommodating work arounds with Automations, ie updating a custom field for EagleView having been order if I add a Boolean field .
2 votes -
Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered
Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.
4 votes -
Disable the @JobNimbus email for all team members
The option to have emails sent inside of JobNimbus to show from a custom email address and not the @jobnimbusmail email for team members
8 votes -
Access to Delete Products and Servive,
User would like to have access to delete products and services and not just hide them.
38 votes -
Add photos to a product
The ability to add an image or photo to new products so that they will appear by default when I add an item to the estimate
8 votes -
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.
13 votes -
Setting to adjust the default payment terms.
Please add a setting to adjust the default payment terms on your invoices.
16 votes -
Categories for Products and Services - Group
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.
15 votes -
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.
24 votes -
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.
6 votes -
Services & Products Templates - Grouped Products
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.
12 votes -
7 votes
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Update templates when Products & Services change
Currently, we use a few different estimate, work order, and material order templates. If we update our cost in the system, the template remains at the old costs. This means re-creating the templates often.
It would be nice if the templates pulled from current cost/pricing.
41 votes
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