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JobNimbus Feedback

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170 results found

  1. 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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  2. Admin needs to be able set notifications globally for all users

    Admin should be able to set all user notifications globally.

    2 votes

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  3. 3 votes

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  4. Add Actives as a Record access in Access profile

    Having the option to only let some user view certain or none of the actives. Such as Notes, Changes made to the profile or Email activity.

    1 vote

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  5. "Staging site" for workflows

    Ability to do something like you would in a staging site, as in when building websites, where you could edit workflows and keep the old version live until ready to publish changes.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  6. Job Display Name Format

    After working with Jobs, it can become confusing to see Job Display Names populate identically to Contacts. Often times we need to update this manually, as it causes confusion when the related records have the same name. Would like to see if it is possible to have a separate setting for Jobs from Contacts.

    1 vote

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    0 comments  ·  Admin →
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  7. Being able to disable material and labor

    Having the option to enable and disable material and labor

    5 votes

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  8. Deleting just photos - Access profiles option

    Ability to give team members the ability to delete just photos no other records or documents

    3 votes

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  9. Stop Automations from triggering multiple times

    Wants the ability to stop an automation from triggering multiple times after it triggers once on each job that it applies to.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  10. Automations based off empty fields

    I would like to build automations based on an empty or blank field

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  11. Contact Automations - condition around estimate total

    The ability to add an estimate total as a condition to a contact triggered automation.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  12. Task Automation

    A way to automate tasks, where it can tag everyone instead of having to assign each individual.

    1 vote

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    0 comments  ·  Automation  ·  Admin →
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  13. Ability to use different contact types in automations

    Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  14. Delete Inactive User Completely

    In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.

    7 votes

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    0 comments  ·  Teams  ·  Admin →
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  15. Get a prompt before automated email is sent

    We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.

    If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.

    As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.

    3 votes

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    0 comments  ·  Automation  ·  Admin →
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  16. Automation Based on Built-In Job/Contact Fields

    The automation system would more powerful if there was the ability to use the Built-In fields as conditions. We can use custom fields, why not the built-in fields? I think this change would be easy to implement as well.

    "Is Archived" is an obvious built in field needed, but there are many other useful ones. I have to set up not equal status conditions to all my archive statuses if I want automation to only run on active jobs.

    example

    IF State is equal to Iowa

    another example

    IF Lead Source is not equal to Google

    Most of my work…

    2 votes

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    0 comments  ·  Automation  ·  Admin →
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  17. Exporting Team Page to Excel

    Ability to Export the Manage Team Page located in settings to an excel sheet ( separating Inactive and active team members )

    1 vote

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    0 comments  ·  Teams  ·  Admin →
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  18. Turn of Location Based Products feature

    Have the option to turn off "Location Based Products" feature.

    1 vote

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  19. 1 vote

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  20. Product & Services- Move product name to top of list upon search.

    . Be able to type P&S name and have that name move to the top of the list. Example, if he has several names with kitchen in it, he wants be able to type kitchen faucet and have that P&S move to the top in the P&S to locate it easier if he needs to update it.

    1 vote

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