JobNimbus Feedback

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Communication

How can we improve communication internally and with your customers?

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  1. Notifications Tab

    It would be awesome if there was a notification tab (maybe there is but I'm missing it?). Email and push is great but often I need to come back to a @mention or other notification later but can't. The notification tab would have all notifications with markers next to those that have yet to be checked.

    13 votes
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    Viewed  ·  6 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improved Share / Client Portal

    Hey team,

    What I'm about to show you is top secret information. :) Thank me later.

    JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

    When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

    45 votes
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    10 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →

    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 ????!

  3. A mail delivery failure notice if an email is sent to an invalid address or bounces.

    This is more urgent than general read receipts for financial documents because an unknown failed email can put us behind in our work or cause us to lose jobs.

    2 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. send text via website

    it would be great to be able to send a text from the website just like you can from the app. being that it is an option in the drop down list its odd that its not actually an option.

    3 votes
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    0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  5. a way to know your @ was seen

    when you @ someone, a button to click to show you saw it/have taken care of it

    3 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  6. Track when a client opens estimates and invoices

    notifications when a lead or client opened a sent estimate or invoice. I currently use Joist App just for that reason

    8 votes
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Sending email to customers "from" user's email/company instead of JN

    I'd like an option to use my own email and or company name as the sender on emails out to my customers. Because my customers don't know JobNimbus, they get confused. Would be a smoother process to have it come from me instead.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Phone extensions

    Allow alpha characters in the phone extension to describe who the phone number belongs to.

    1 vote
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    1 comment  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  9. Removing "Re: [JobNimbus]" from every reply through Gmail

    Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.

    If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Insurance Claim # Integration in Emails

    It would be really nice to have the option to send adjusters emails with only the claim numbers as the subject and then have JN recognize it and associate the claim number with the appropriate job number. Not sure if there would be a way to have it as an option when sending emails but I have had a couple of emails bounce back because of the other items in the subject when sending to claims departments.

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Email recipients should include "Assigned To"

    When emailing a work order, I should be able to select whoever the order is assigned to from the recipient list.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Ability to turn off notifications at anytime desired by each user.

    I'm told our Techs are unable to turn off notifications that pop up at 2:30am in the morning.

    Notifications should be customizable.

    2 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to view emails to our jobnimbus mail address with no job # tag in the subject line

    have had several clients receive emails from me from within JN, then instead of replying, they copy our jobnimbus mail address and send to me with no job # - we never see those emails, they get lost in the interwebs...are we missing something or is there a way for us to receive those emails that aren't tagged with a job#??

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Could you give us more information on what you are asking? Are you looking for something to merge contacts or something to send an email to all of your customers?

    You can integrate with MailChimp through Zapier and then create lists to email customers if that is what you are looking for.

    Thanks for your help,

    Aaron

  15. Integration with virtual phone

    We use a virtual cloud based phone system. All of our communications are from individual phone numbers but the outgoing calls through the phone system all show the company number. I would love to see some sort of integration ability to be developed that allows the phone to push it to the virtual phone app.

    1 vote
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    Viewed  ·  0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  16. More than one email address per contact

    I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.

    4 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Creating a list for monthly emails

    Would it be possible to add a feature to create a list of emails to send to monthly for updates

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to Send Appointment Confirmation with Date and Time

    It would be highly beneficial to be able to pull the appointment time into an email template. Currently you can only pull in the date, not the time; so it is not plausible to send an automated appointment confirmation.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. the ability to add attachments from the contact to e-mail templates

    I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. one click calling clients from within desktop

    Would be awesome if when working within the desktop version, office personell can click and call clients. Have no clue what it would take to make that happen, but JN does everything else-I believe you can do it! Thanks.

    4 votes
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    0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
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Communication

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