Communication
154 results found
-
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
9 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
Masking Personal Numbers When Calling Through JobNimbus
Calling customers through JobNimbus: mask personal phone numbers when calling customers and having the ability to use our Business Phone number in place of the personal phone numbers
15 votes -
Reply to Emails outside of JobNimbus
Ability to reply to emails outside of the JobNimbus reply function. I.e. add ability to reply to emails within JN from outside servers.
14 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
5 votes -
Ability to link Engage conversations to associated jobs.
Ability to link Engage conversations to associated jobs. Allowing search-ability as well.
13 votes -
Engage conversations to be assigned to sales rep
Having engage conversations auto-assigned based on who the sales rep is on the contact.
9 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
6 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Group Texting through Engage
we need the ability to group text through Engage instead of only one phone number.
17 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Email formatting options
allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!
8 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
3 votes -
Internal Chat Feature
An internal chat feature for the team to use. A chat feature that can allow people to talk within the company that doesn't have to be tied directly to a job or contact. Even having the ability to create groups of people would also be nice as a way for teams within the company to discuss issues or updates in real-time. Imagine a sales team chat to help with sales objections or answering questions where seasoned sales people can aid new salespeople. Or a group for specific internal events or competitions.
19 votes -
Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
9 votes -
Convert notes to tasks
I would like the option to convert notes that include @mentions to a task assigned to those team members that are mentioned
3 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
2 votes
- Don't see your idea?