Settings
120 results found
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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 -
Work orders and automation
Trying to automate work orders when completed to move the parent contact from a certain status to another status, the issue is that we may have multiple work orders for one job but only one work order for another, then when we move the worker order to completed it wont move the parent file to the new status because only one work order was created. Is there a way to base the status change regardless of how many work orders you create for a parent file?
7 votes -
Automation to Create Job on Contact Status Change
I would love to create an automation that when a contact is moved to a certain status it can trigger the automation to create a job. For example I have a status of sold in contacts and when I move the contact to that status it automatically creates a job for that contact.
11 votes -
Ability to Include Attachments in Automation Emails
It would be nice when status is changed to "Paid and Complete" an automated email sends out of my warranty paperwork and all viable, my selection, documents needed for customer
72 votes -
Add Email Addresses In Automations
JobNimbus absolutely needs to be able to send email automation to "Additional Recipients". The current parameters trap you inside of JobNimbus NOT allowing to send email to a designated email address outside of users or contacts etc. This is a must if we are to alert our field techs without them being a user.
31 votes -
Sorting, Grouping, and Tagging for Automation Rules
We've got dozens of rules in our automation settings and there's many dozens more we're going to create. It would be great to be able to group them based on the client type or other criteria, then sort so that the order matches the workflow as it would make that particular rule so much easier to find when editing. Then perhaps also colour tag different rules within the groups, which could be useful to easily differentiate between status updates, email actions, PA task actions, sales rep task actions, etc.
21 votesWe’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!
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Permissions for Adding/Editing Products & Services
Over time our number of estimate items grows, because various people add new items to estimates. I would like to control who has access to creating new items for estimates.
51 votes -
Create More Restrictive Access Profile
We would like our crew chiefs to have access to job records for a day, they would be assigned to the record. They would only have access to take pictures directly into the job record. At the end of the day, they would be unassigned. If there are issues with the install, we would like them to send the crew chiefs a work order with photos impeded of the problem
62 votes -
Ability to keep track of sub contractor's insurance
It would be great if we had to ability to keep track of subcontractors licenses, insurance and certifications. I'd like the ability to store the documents with the sub contractor.
Most important would be email notifications on pre-defined intervals about expiring documents, so we would have warning in order to obtain new certs, etc..
I just moved from a competing product that had this feature and it was one of the only good things I can say about it.
20 votes -
Show Jobs Assigned on Subcontractor Contact Page
Itt would be really nice if when viewing a contact that has the "subcontractor" parameter marked, any jobs where the subcontractor is listed as the subcontractor in "Subcontractor" Field would appear on their contact page. The result would be similar to how the jobs appear for any contact listed as a "Related Contact" on a job.
Reason: I want to be able to pull up my subcontractor's contact page and quickly view all open jobs that subcontractor is currently doing for us. This can be beneficial for billing purposes, phone conversations with the subcontractor and more.10 votesDefinitely something we’ll be doing!
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Automate Status Change of Child Records (Change WO Status when Job status is changed)
Our Sales Rep creates his WO's right after haveing a contract signed. The Production Manger authorizes them later in the workflow after a Job approval process. When the rep creates the WO's they start in a pending status. When the Manager later authorizes the Job it would be nice to have the status on all WO's change the status to the next WO status. (for example "authorized). This would allow us to create a board that starts tracking the WO at "authorized" and have all the WO's show up automatically. This is currently how we do it but the Manager…
8 votes -
Color Coding for Workflow Types
Color coding is quite a blessing to the eyes. I find myself applying it to my everyday to visually see what's in front of me and my mind being able to sort of the different categories. It would be awesome to see Job Nimbus allow this for tasks, jobs, calendar... to apply what my tasks/jobs/events best falls under.
Set colors by workflow type for jobs, tasks, contacts, etc. Have those colors be assigned automatically based on the type that is chosen for the record.
29 votes -
Match Invoice #'s, Work Order #'s, to Job/Contact number
It would be nice if invoices, work orders, and estimates could be given the same custom # we give our jobs.
For example, an invoice created under job 225STL15 would be Invoice # 225STL15
28 votesCurrently you can custom create your job numbers on the fly and you can set the next sequential number for your estimates, invoices, work orders, etc, though if you create a second one on the same job, or create a new job before creating a work order then the sequence can be lost.
We will definitely consider this going forward.
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Subcontractor Pay Function
One of the biggest pains in my neck is paying subcontractors. We export the job list to Excel and then generate a tab for payment for each job. I just hired an Excel demi-god to streamline the process, but I think it would be a good near-future project for JN. It seems that it would be so easy to have a sub-pay form that is built off of the work order. I hate to ask you to do this because I don't want to make it easy for my competition, but I think it would be worth doing. If you…
18 votesWe will be going over these kinds of suggestions soon after finishing up some high priority features. We’ll update here with our plan going forward.
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Products & Services Tree - Parent-Child relationships
Should be able to select a product and then select from sub-products or have other choices (size, color, variation), and potentially sub-sub-products underneath them.
This would allow for a lot more flexibility, organization, and speed when creating an estimate or invoice.
106 votes -
Automation for Subtasks
It would make our process twice as fast if we could automate subtasks! Right now when a new job is created I have to go back into every task and create the subtasks. Kind of a pain but it's better than having 100 tasks. It is much easier for us to delegate and keep track when we can consolidate the tasks and have more subtasks because some of our tasks are more like big checklists of everything we have to check on for a meeting within a job.
19 votes -
2-Step Verification for Login
I'd like to see a feature to add a two-factor authentication. There is sensitive data and information and I'd like to see another level of security added.
10 votes -
Add Photos/Attachments to Products & Services
with the ability to post selected pictures and/or brochure in form/document creation.
19 votes
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