Settings
171 results found
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Special Characters Products and Services
Would like to be able to use Special Characters when building Products and Services
1 vote -
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.
37 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.
15 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.
23 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.
5 votes -
7 votes
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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.
11 votes -
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.
39 votes -
Services & Products Control
A feature allowing us to completely remove a product or service verses just hiding it. With it "Hidden", when entering revised item it pushes us to the "Variable Item" that I don't want to use. Would also like to be able to edit multiple items at once verses one at a time going through the list
6 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
66 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.
30 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
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