New in v1.20: Simplified Workflows, QuickBooks Improvements

As you go about your workday, there are some things that you just don’t want to have to think about, right?

We think you shouldn’t have to think about those things to get your job done either. That’s why we’re always working to make that a reality.

The latest creation from deep inside the JobNimbus labs, JobNimbus v1.20, are about addressing two of those things: Your process and your bookkeeping.

We’re sure these improvements and fixes will help you worry less while having more success.

Try v1.20 Now

Workflows Are Easier To Build

Your sales and production processes are usually set-it-and-forget-it. Once you’ve got it planned out and have trained your team, it should just have to be executed with precision and excellence, while making a few tweaks along the way.

But just because it’s a one-time thing doesn’t mean it has to be hard.

In v1.20 we’re introducing a simplified workflow system.

Types & Statuses > Workflows
We’ve renamed the Types & Statuses tabs in Settings to help you know exactly where you can manage the workflows for your Contacts, Jobs, and Work Orders.

One Grid To Rule Them All
Now instead of managing one grid for associating Types to Workflows and another for associating Workflows to Statuses, you just have one grid to create your new “Workflow” as a Type that contains its corresponding Statuses.

When you want to create a new workflow, you just click “+Add Workflow” and you’ll be prompted to choose a name and an icon, then to create the statuses for that workflow.

Once it’s done, it’s even easier to make changes by selecting Edit from the action menu on the workflow you want to change.

Keep Your Financials In Sync With QuickBooks

If you’re using our QuickBooks integration, you’ll be happy to hear that we’ve given it another shot of adrenaline with some new improvements that will help you set it and forget it.

Sync Indicator
Every applicable record now shows “Synced to QuickBooks:” with an indicator of Yes or No. We’ve also included a link with more information to help you troubleshoot why the record isn’t synced yet, so you can figure it out and get it synced.

Conflict Checker
JobNimbus now automatically checks for conflicting records and will correct the data without you even having to worry about it. We’ll keep things nice and clean for you so you can worry about everything else.

Status Change to Sync
When you edit a status to have it “Send to QuickBooks”, it will now automatically sync every applicable record with that status to QuickBooks. You don’t have to be afraid of changing your settings and ending up with things not syncing.

All of this amounts to less worry and more time to get the real work done.

Other Improvements and Fixes in v1.20

Search Results
We’ve given more recently modified records, documents, and attachments a boost in search results to better find.

Added Invoice & Estimate Permissions
Admins can now check/uncheck boxes to restrict view access to estimates and invoices for members.

Main Phone
We’ve renamed “Home Phone” to “Main Phone”. That should keep things straight.

Several other bug fixes and performance improvements.

Try It Now

These updates are available now, so go ahead and log in to start trying them out.

If you have questions about getting started, please feel free to call or email us and we’ll be happy to help you out.

Try v1.20 Now

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