JobNimbus Feedback

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Communication

  1. Email replies and email templates in Jobnimbus

    Email replies with email templates erase the subject line in email. it would be nice if I had the option to retain the original subject line without having to copy paste this as i do now.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Make custom email fields fully functional

    Add an option to custom job fields to indicate if the field we've created is an email address; so that JobNimbus will let us select it as the recipient address when sending an email from the Job.

    5 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Arrange the email tab in contacts/job to be consistent with industry standards

    Currently when choosing to email a contact from their contact card, the first thing that populates is the text field of the email. We often times forget to input the subject line because it is underneath the text field. It would be more beneficial if the email box was laid out like a traditional email . First selecting which contact we are sending to then the subject line and finally the text that is going to be input into the body of the message.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow for mentions to be used in descriptions for attachments

    I would like o be able to tag someone with an @ mention inside the description of an attachment or photo

    7 votes
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    0 comments  ·  @mentions  ·  Flag idea as inappropriate…  ·  Admin →
  5. PROPOSAL "VIEWED" & PROPOSAL "ACCEPTED" PUSH NOTIFICATIONS

    Our previous CRM had the best feature and we miss it very badly and need it at Job Nimbus. When we email a proposal to a customer, change order, work order etc the second they open and view the proposal I and any team member assigned gets an IMMEDIATE push notification on our phones that says "Proposal Viewed" and then another one "Proposal Accepted". This automatically tells me 2 things
    1) They for sure seen my proposal
    2) Now I know I can follow up with them and see if they have any questions on the proposal I sent them…

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Mass emails to entire customer base, or customize-able groups within the database.

    I used to work in car sales, and our CRM was a bit more complex than job nimbus, but at a higher cost for the dealership to use. That being said, the CRM admin/Internet Manager could send out mass emails using the existing customer database. They could send a mass email to the whole list, or pick out certain criteria for a targeted email blast.

    It would make JobNimbus a far stronger competitor if this could be incorporated into its abilities. In our case, we are a roofing company. If we could customize a mass email blast to target, for…

    25 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. @Mention Report

    It would be really convenient if there was a report on my dashboard where I could see and acknowledge @mentions. Having to go through my email or mobile app is really cumbersome.

    8 votes
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    1 comment  ·  @mentions  ·  Flag idea as inappropriate…  ·  Admin →
  8. Invoice fields should be available as template fields

    We would like to use the fields from invoices on a document template: Item, Description and Qty, because these are exactly the products that are being transported, and already exist as data.

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Select from all contacts

    Dear lord please give us the ability to select from all of our contacts when sending an email. Others have also been asking for this and other email updates. Please help us with this.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Should not have to ask customers to hit "Reply All" on emails

    My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Drag an email into a Job

    It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adjust time of day Daily Notifications are sent

    Would like to have the opportunity to adjust the time of day that my Daily Digest Notification is sent out. ie, 6 am as opposed to 4 am. I get so many emails that these are difficult to find some mornings.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  14. show on share attachment permissions

    when I share a contact or job with a third party user allow to upload attachments when limited access.

    1 vote
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    0 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →
  15. Complete email overhaul

    COMPLETE EMAIL OVERHAUL!!!! I believe it is time for a complete JN email overhaul. The JN emails just plain sucks. It is Extremely limited in functionality. I can't even change the font size, color, do background color. I can't add an attachment to any templates. We use a lot of video emails from Loom now and we want to be able to use video email with JN. I certainly hate the fact that all my email shows up to my customer as jobnimbusmail.com My customers have NO CLUE who that is. Also why is the email completely backwards. Why is…

    2 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email contacts

    Please, please, please, give us the ability to select from all of our contacts when sending an email. It seems ridiculous to me that this isn't an option.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Multiple email addresses in the main email field?

    Sort of related to having more than one active email field...but I just came across this while integrating with QuickBooks.
    We have several clients for which we have 2 email addresses in the field (separated by a comma), and when we email their invoices to them, it goes to both emails automatically.

    When updating a contact record that had 2 emails from QuickBooks, I had to remove an email address to be able to save it because it only allows one.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Edit History for Notes

    There should be a way to view the edit history of a note. If an edit is made to a note now, there is no way to view what the note used to contain.

    1 vote
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  19. Ability to edit the default email that's sent for e-signing

    I want to be able to update /customize the default email message that is sent with e-signature requests.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Issue with I pad

    When I open Documents with my I pad I can only see the first page on the document.

    Please let me know how to fix software is up to date

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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