JobNimbus Feedback

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  1. Time Uploaded

    It would be great if we could see what Time an item was uploaded to an account

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Product cost cursor placement

    When creating or editing a product/service you can click on the Cost field and the cursor starts after the zero. when you hit tab it would be nice for the cursor to be after the zero again instead of in front.

    1 vote
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    0 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  3. Feature to Debug Automation Rules

    It would be extremely useful if there was a checkbox in the Automation rule to enable "debugging" and, if enabled, a text box for an email address of where to send the debug log. When enabled, the rule would log each condition evaluated and any resulting information as to why an action may have failed. Same goes for Actions (if it failed, report it)

    For Example:
    Condition1: Task Type .eq. "MyTaskType"

    Task being tested: Task Name "email to my boss"

                                       Task Type .eq. "Email"
    
    

    Result: FAIL

    When Rule has finished and has any failed condition or action, the log of…

    2 votes
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. Customized Job fields according to job status

    automation for jobs is not possible if we are forced to fill the jobs fields from the beginning with N/A Please allow us to work by adding this simple feature Example Job status Lead and we get to choose the fields for it
    in my situation i need to trigger a task when the deductible field is filled
    but that information is only provided up to 5 months later
    that job field is essential so i can't remove it so am forced to fill N/A from the beginning and remain unable to create automation
    you guys really need to look…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  5. Trigger Child Status Change based on Parent Status Changes

    Work orders can change their parent contact status based on conditions. Contact statuses should be able to create or change work orders and/or work order statuses based on set conditions.

    5 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    9 votes
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    Viewed  ·  3 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  7. Closing Invoices

    The system should automatically close invoices once the balance hits $0. I have a bunch that have no balance, but are flagged as sent instead of closed. Would make reporting much easier.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  8. Access profiles have unique lists of task types, activity note types, etc.

    A user that is a 'Sales Rep' for instance would only be able to see or choose from a list of 10 task types, even though the entire system has 50 task types.

    Or 5 different activity note types that only apply to them, versus seeing every activity note type that exists in their drop down.

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  9. More Automation controls for timing and code snippets


    1. When setting the number of days for a task/etc to happen, it would be really beneficial to have the ability to exclude weekends. So after 3 (business days) I want X to be done. If I just put in 3 days, those tasks go on the calendar for weekends at times and then those action items get missed because no one is checking for tasks on the weekends.


    2. After out sales team goes on a call I have given them x number of days to then get out quotes etc. These automated tasks are triggered by an automation of a…

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  11. better automation functions

    It would be great if we could automate creation of documents and invoices, and then emailing those documents as attachments.

    Example: I change the status of a job to "Completed," and then JobNimbus runs through the automated triggers of "when job status is completed, create Certificate of Completion," "when job status is completed, create invoice," when job status is completed, email invoice to customer."

    Things like that. A big reason that I chose JN was that I believed that I could accomplish multiple things with one click, and I am not getting that.

    9 votes
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    Viewed  ·  1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  12. MultiLocation

    At present, we can enter multiple locations. however, the name of the business cannot be the same. Since LLCs require the LLC in the name, it should be that the name can be the same as long as there is a location Short Code entered.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. ability to create a limited access profile by "lead source"

    Can you please create a "limited access" profile option wherein we can limit the user's access to jobs & contacts based on the lead source?

    1 vote
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  14. More Completion Action description On Rules display

    Current example:

    Create Task: Design & Estimate
    Change Status (Parent Job)
    Send Email Design

    I'd like it to show additional info that was defined in the action setup:

    Create Task: Design & Estimate Name: The actual name of my task
    Change Status (Parent Job) Status: GTS-Design
    Send Email Design Subject: Then subject of the email.

    This would make it much easier to quickly view what the rule is going to do.

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  15. Feature to specify a tag in the task when you create it via automation

    Add the Tag field to the window you fill out to auto-create a task.

    That way,one could check the tag in the task when the task is completed and the automation process would know how to set the job status and also create the next set of tasks and send out appropriate notifications.

    One could do this by creating lots of additional task types, but I think using tags, is a cleaner approach

    1 vote
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    0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Send email to "Customer Email" in Automation

    It would be really nice to be able to Automate emails to 'Customers email address" associated with the automation rule.

    Example: If I set up an Automation Rule that will send an email to the Customer when a Material Order has been placed. This would allow my customers to be notified that materials have been ordered for their project and let them know that the job is going to start soon.

    Other Automation Rules could also be set up with this feature that will notify via Email to our customers as their projects are being processed through our company.

    This…

    7 votes
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    1 comment  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  17. Reorder Template Questions

    This works great for our workflows but I need the ability to reorder the questions like other sort capabilities in JobNimbus.

    3 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Better Company Logo handling

    The current logo size is a predefined rectangle. Is it possible to get a square? Our logo is round and it would be nice to have it in full size in our templates.

    5 votes
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    1 comment  ·  Company Info  ·  Flag idea as inappropriate…  ·  Admin →
  19. Lead Source as Automation Condition

    At present:
    IF type = Customer
    IF status = Active

    Needs:
    IF LeadSource = <selected>

    This automation would enable based on lead source where and whom to send creating tremendous flexibility including the immediate dispatch of web form leads to say a designated dispatcher.

    19 votes
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    Viewed  ·  2 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  20. Action for 'Change Job Status' in Automation (Estimate, etc)

    It has not been that long that JN added the ability to automate changing a contact's status through setting up a rule, but when will JN add this feature for jobs?

    I'd like to be able create an automated task for my job boards to have my job change status.

    I'd like to see the conditions added:
    * status change condition - so when a status is changed on one board, then the rule would change status again which would move job to next board
    * task completion - upon a certain task being completed, the job's status would be…

    11 votes
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    Viewed  ·  6 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
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