Settings
160 results found
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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.
5 votes -
Email containing Attachment automation
If an email contains an attachment
Attachment type is equal to estimate
Change estimate status to sent
I understand this is a multi level automation. Multi level automations like this would be helpful across JobNimbus where the "Action" can affect other aspects of the contact/job
2 votes -
Hide emails from limited access users
I'd like the ability to specifically hide emails from certain access profiles.
10 votes -
Form automation options/ tasks
Be able to add a form to a task to be filled out. Also being able to have options to use forms in automations.
13 votes -
Create an automation to trigger when a contact/job leaves a status.
We have jobs that could go into one of many statuses that come from one specific status and we need to create a task based on when those contacts leave the original status.
2 votes -
Automations for SumoQuote additions.
The ability to create an automation based on a sumo quote estimate entering the system.
2 votes -
Should be able to custom build your own estimates
We should be able to create our own template for estimates.
Instead of only being able to create a document we should basically be able create a spreadsheet type of estimate that we can customize.
Be able to pull in code from item on products and services to make it interact on a document
6 votes -
Allow different Job Number Template for different Companies (Locations).
A way to set different Job Number Template for different Companies (Locations).
5 votes -
2 votes
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Permission for adding and editing products and services on estimates
Create an access profile permission where a salesperson or estimator can create an estimate with pre-saved products, but don't allow them to add new products and save them.
5 votes -
need break down of profits and expences such as material and labor so everyone is on the same page
paycheck stubs as well as profits and job breakdown
4 votes -
More User Control options
Under settings all the different types of options for example contacts, jobs, workflows, reports, and the dashboard itself. It's usually 2 options All Team members or Sales Rep/Assigned to Job. It would be great if the Admin person can have more control depending on the role in the company and be able to choose specific people. For example, on reports, some staff may not be tech-savvy and it will be faster for the admin to create it and assign it only to that person instead of having to go on their profile. Especially for those of us that are under…
2 votes -
Change heading color and logo based on location
Users from different locations all have the same, original company logo and color appearing on the top navigation bar of their JobNimbus, even if the color and logo from that location are different from the original company. It should change based on your assigned location. Also, the calendar colors don't change by location unless the user viewing it is an admin.
6 votes -
Turn off Automation for individual customers.
The ability to turn off an automation for certain customers then turn it back on once the customer catches up in the process they have laid out.
8 votes -
Using automations to update estimate/invoice status
The ability to set an automation to change the estimate to "approved" and the invoice to "open" when the job or contact is moved into the "sold" status. In other words, building out automations to be able to do more than create tasks or send emails.
7 votes -
Remove requirement to have stages in order
Right now we can't change the order of workflow stages. We want to be able to have things in our own order.
4 votes -
an Automation to send out invoice receipts
Have an automation to automatically send out invoice receipts. As far as making sure the paid invoice receipts are being sent out to the clients email listed.
8 votes -
Terms and conditions on separate page
Would be nice to have the ability to have the Terms and Conditions of the estimate printed on a second page. The estimate would look much cleaner having the terms and conditions on the reverse page or second page rather than having the terms and conditions immediately after the proposal.
4 votes -
Sorting functions on Company, Team, Groups, Access Profiles
Ability to use Alphabetical sorting functions on any of the headers in the Company, Team, Groups, Access Profiles areas with the option to sort Access Profiles by least restrictive to most restrictive.
4 votes -
Expand time-based automation conditions
I would like to create a time based automation that is triggered off a task, but include a contact/job status as a condition
2 votes
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