Settings
160 results found
-
The ability to automate note creation on a job or contact.
The ability to automate note creation on a job or contact.
2 votes -
Automatically Assign contacts or jobs to a user
Automatically assign a contact or job to a JobNimbus user based on workflow status. For example assign Robb as the assigned rep when the status changes to "schedule appointment".
8 votes -
Additional template fields for Engage
Add template fields for assignee on the job/contact and for the sales rep within Engage templates.
2 votesWe will be implementing texting on jobs details, which should solve this problem.
-
Automation Ideas
Be able to add subcontractor to an automation, or add custom fields to an automation so it will pull specific information.
2 votes -
Force log out a user
Need a way to force log out devices and changing the password won't force you out.
6 votes -
7 votes
-
Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
3 votes -
ACH payments for subscription
add ability to do monthly recurring payments with ACH instead of credit card.
3 votes -
Add time-based automation option for lack of activity
Add condition option to have time-based automation trigger when a contact/job has not had any records updated, not just tasks.
2 votes -
The ability to see what my employees see on Job Nimbus without logging into their account
While I am working on upgrading and customizing job nimbus to best suit our company, I would like the ability to "ghost" into employee accounts so I can check what they can see without having to logout of my account and login to theirs.
6 votes -
2 votes
-
Show more than 10 items when searching products and services when creating estimate
Show more than 10 items when searching products and services when creating estimate. Example, 14 products and services saved with dispatch in the title. Only 10 total will show when clicking "see more" even though more exist.
3 votes -
Custom Settings Access
Would like to be able to customize settings access. We would like for some of our team members to be able to see and access certain settings like Automations and Workflows without also having access to Access Profiles and Team Member info
10 votes -
Adding profile photos for other users
Request for a feature enabling the account owner or admin users to upload profile photos for other users, especially field or sales workers.
4 votes -
Assign to a Group for contacts, tasks, jobs, etc
Add the ability to assign tasks, contacts, jobs, work orders, etc to groups as opposed to manually adding each individual assignee every time.
14 votes -
Increase the Character Limit for Product & Services
A way to increase the number of characters for the product / services name field.
10 votes -
5 votes
-
Disable note editing option
Disable the ability to edit notes after they're created. We would rather have too much information on our jobs than have information go missing.
6 votes -
Customization
For those of us who are technologically savvy, include an "editor" or "admin" option to allow even further customization (versus having to come here to request it be developed) as seen in Salesforce or Monday.com.
Perhaps start a beta program for this? I would love for JN to be our company's HUB instead of using 20 different programs.
6 votes -
Automation to update what person(s) are current assignees through a job workflow.
As a job moves through different stages of a workflow, different people are responsible for that stage of the process and it would be nice to be able to create an automation to update that job field when the job hits different statuses throughout the life of the job.
7 votes
- Don't see your idea?