JobNimbus Feedback

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  1. 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.

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

    We’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!

  2. 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.

    14 votes
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    Viewed  ·  4 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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

    33 votes
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    Viewed  ·  1 comment  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    7 votes
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    0 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    13 votes
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    Viewed  ·  3 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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…

    4 votes
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    Viewed  ·  0 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    19 votes
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    Viewed  ·  7 comments  ·  Workflows  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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

    13 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Currently 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.

  9. Time Sheets for Subcontractor and Non-User Time Tracking

    Being able to track time spent for each job

    It would be great to track how much time was spent on a job vs how much time was budgeted.

    5 votes
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    Viewed  ·  1 comment  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  10. Adding "Start Time" field when logging time on mobile app

    You already have the fields to enter the time logged hours started on the desktop, but not on the mobile. I'd really like that feature on the mobile as well so I know when a job was started, and by adding the hours, when it ended on a particular day.

    9 votes
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    1 comment  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    12 votes
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    3 comments  ·  Subcontractors  ·  Flag idea as inappropriate…  ·  Admin →
  12. Private File Visual Indicator

    Some sort of visual indicator to show that an attachment or note is marked as private so that it is easy to tell at a glance what is public and private.

    4 votes
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    0 comments  ·  Access Profiles  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    89 votes
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    Planned  ·  15 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  14. Packages and/or subproducts

    It would be handy to able to build packages of products and services that are already created to help make estimates more efficient. To be able to estimate a exterior door replacement which includes the door, knob, trim, labor, etc, etc.

    6 votes
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    2 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    12 votes
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    Viewed  ·  3 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →
  16. Better Time Tracking (Timer, GPS)

    Please add a timer tab. So i can start a timer when i get to a job, assign it to a job, and have it automatically be added.

    It would sell me if you had a timer tab. So i can start a timer when i get to a job, assign it to a job, and have it automatically be added to the invoice.

    17 votes
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    Viewed  ·  5 comments  ·  Time Tracking  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    4 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Import / Export Products & Services

    From and To CSV & Excel. This would allow you to make edits or manipulate them quicker.

    52 votes
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    19 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →

    We now have Search available on the Products & Services page, allowing you to easily and quickly find specific products on your list.

    This should help with managing this list in the near term.

  19. Add Photos/Attachments to Products & Services

    with the ability to post selected pictures and/or brochure in form/document creation.

    12 votes
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    Viewed  ·  3 comments  ·  Products & Services  ·  Flag idea as inappropriate…  ·  Admin →
  20. Days Since Last Activity

    If you have a Days in Status, can you add a Days Since Last Activity AND the ability to set triggers based on this.

    7 votes
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    5 comments  ·  Automation  ·  Flag idea as inappropriate…  ·  Admin →

    We have a “Date Updated” which gives you the last time the record was updated or had activity.

    You can use this to sort and filter in reports, and you can also sort by Date Updated on Boards.

    This should get you most of the way there to what you’re looking for.

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