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Caleb Hennon

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  1. 9 votes

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  2. 10 votes

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  3. 2 votes

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  4. 24 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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  5. 98 votes

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    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

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    Caleb Hennon commented  · 

    It seems this hasn't had any new comments in a couple of years, but this does feel like like a very critical need. Other CRMs do this much better and we are going to loose business if JobNimbus can't keep up.

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  6. 51 votes

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  7. 228 votes

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  8. 12 votes

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    Caleb Hennon commented  · 

    I agree. We would like to add attachments to our email templates for various reasons.

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  9. 39 votes

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  10. 12 votes

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  11. 9 votes

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    0 comments  ·  Financials  ·  Admin →
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  12. 8 votes

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  13. 15 votes

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    Hi Janice!

    I’d like to know a bit more about what you’re looking for here. Is it that you want to be able to schedule on a work order (already possible) but have it pass over to the parent job (currently not possible)?

    Let me know if that sounds about right or if I’ve got it wrong, and we’ll see what we can do to help out.

    Thanks!
    -
    Brad
    JobNimbus Support
    855-964-6287

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    Caleb Hennon commented  · 

    I think what they're getting at could be solved in two ways. Either have work orders be listed as tasks on the calendar, rather than a separate type of tasks that don't show up on a third party calendar, so any crew that's using a third party calendar, like Google calendar, could view their calendar and the pdf work order that's attached. If that's too complicated, you could also have an automation that would generate a task from a workorder at the same time as the workorder that included a pdf of the workorder.

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  14. 24 votes

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  15. 29 votes

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  16. 64 votes

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    We definitely understand the urgency here and apologize for the lost work and time. We’re looking into this, though we aren’t able to provide an estimate of when this would be available. We’ll keep you posted.

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  17. 11 votes

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  18. 21 votes

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    Caleb Hennon commented  · 

    Very much agree with Peggy. We normally use 30 days. 2 days is a comically short amount of time for an estimate to expire and doesn't seem to consider the reality of the way businesses operate.

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  19. 2 votes

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  20. 21 votes

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    1 comment  ·  Financials  ·  Admin →
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