Settings
179 results found
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Make Service Item editable only to Admin
Any user can a service item, which syncs with QuickBooks and automatically creates an item in QuickBooks. Make the Services be added by Admin only
3 votes -
3 votes
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Being able to disable material and labor
Having the option to enable and disable material and labor
5 votes -
Ability to use different contact types in automations
Ability to use different related contacts in templates for automation based on the contact type. I would like the ability to set up automation based on contact type (i.e. sub-contractor, adjuster, homeowner, supplier, etc). I would also like to be able to use contacts based on contact type within the merge fields for documents, emails, etc. Currently, the only one that can be automated is the primary contact.
2 votes -
Delete Inactive User Completely
In my company we don't need to see any info from users who have been made inactive and would like to not see them come up in reporting.
7 votes -
Get a prompt before automated email is sent
We've shut off all automated emails to customers because it's never a one size fits all for us. So, we'd end up looking dumb backtracking and saying that email wasn't meant for you.
If we could set up an automation where a prompt said "Ready to send XYZ, should Jobnimbus send?" You could click Yes or No.
As a workaround, we've set up reminder tasks for ourselves to send certain emails at certain statuses so we can decide if it's appropriate for the customer or not.
3 votes -
Automations that Send Recent Invoice upon Job Completion
I would like the ability to have an automation trigger based on the status change of a job that will email the customer and attach the most recent invoice.
22 votes -
Product and Service font formatting
Would like to see the option for formatting the font of my Products and Services. This would allow me to change the color, boldness, font style, etc.
8 votes -
Templates trigger Automations
Would like to be able to trigger Automations when a specific Template is used; notifies our admins of new proposals, etc.
6 votes -
The ability to change the term "sales rep"
When adding a team member, the customer would like the option to change their title to something other than just "sales rep"
3 votes -
Assign To as a possible Action is Automations
Would like to see the option to assign team members, ie production manager to a job at a specified stage or status. This would go in tandem with how email replies are associated with Assignees. I would like my production manager to automatically receive emails for a job when it enters Production.
6 votes -
Change email address that receives subscription notices
Create a way to change the email address that receives subscription renewal receipts, rather than only having the option adjust access profile settings accordingly. This way, there is no need to add a specific team member just for the subscription settings/info to be linked to.
6 votes -
Add an automation to send/create a document upon a status change
The ability to automate the sending of a document through a status change automation
20 votes -
Maintain existing workflow on parent records when an automation with multiple status change actions on it gets triggered
Improve automation action capabilities so that two or more status change actions that occur in different workflows can exist on the same automation, without them conflicting and some times changing the Contact Type or Job Type of the parent contact or job record to a different workflow.
4 votes -
Access to Delete Products and Service
User would like to have access to delete products and services and not just hide them.
58 votes -
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 -
Photos in Products and Services to Pull into Estimates by Default
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
10 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.
16 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.
30 votes
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