Settings
162 results found
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Conditional Logic for Required Fields
Not sure of category...
Currently we are able to mark Contact Fields as Required.
The issue is that it is all or nothing.
Would like to be able to use conditional logic to assign these as needed, not on all clients or stages.Examples:
If a client is moved to a sold status, a sale date would be required.
If lead source equals Referral, referring individuals name and email would be required.These are specific instances, but this would be useful across industries.
8 votes -
Add cost layers like shipping and delivery charges in the products and services section.
A way to add cost layers like shipping and delivery charges in the products and services section.
Example: "We ship brick into our yard and that's one cost, then we ship it out on our own trucks locally which is another cost. We would like to be able to add those types of line items to get to our total delivered cost with markup included"
5 votes -
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 -
ACH payments for subscription
add ability to do monthly recurring payments with ACH instead of credit card.
4 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.
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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
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Automations only trigger on Weekdays.
The ability to ensure automations don't trigger on a weekend.
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
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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
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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
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