JobNimbus Feedback

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Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Communication

  1. Text and Call automatically logged into Jobnimbus.

    Have an option for all calls and text go through jobnimbus. So all text and text responds automatically attach to there file by phone number. Whenever in coming or out going call the note screen pops up to remind you to make a note. That would save time because everyone forgets to open Jobnimbus on there phone. This would improve effecieny.

    6 votes
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    1 comment  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to type personal message when emailing invoices

    When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.

    12 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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…

    7 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. We need to be notified when email is received. We need to have the option for texting automation or texting from the desk top.

    We need to have the options of sending and receive texting via desk top. A lot of our customer preferred texting. Have the task text to you. For tracking email we should receive a text with a notification.

    8 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. E-Signature through email natively through JobNimbus

    This is our single most requested (and pain point!) item from a technical standpoint. It's 2019, virtually every CRM platform has the ability to offer E-Signatures through their platform to sign estimates.

    Having to ask clients to print and scan or take a picture of their signed estimate is terrible and bogs down the process. Not to mention comes across as unprofessional and behind the times in this day and age.

    Thank you for the consideration.

    14 votes
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    Viewed  ·  1 comment  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  6. Customize default estimate email

    The ability to customize the default email that is sent when emailing estimates. Currently, the default email just says "Your estimate is attached to this email."

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. the ability to text customers and texting templates.

    We would really love to give our customers quick updates and reminders to their mobile phones through a text message. It would also be great if we could create these texting templates like we would for a document or an email, and have fields that can auto-poplulate with contact field information.

    11 votes
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    Viewed  ·  1 comment  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  8. remove buttons on top dashboard or inactivate them

    The buttons on the dashboard that runs across, where you can add a contact, job or task. These buttons do not attach jobs or tasks to the customer. It is creating jobs with out customers, and creating a big mess in Nimbus.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    24 votes
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    Viewed  ·  8 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Custom fields-Search bar

    Since we have custom fields like "Claim #", insurance company name, etc., it is currently not searchable using the JobNimbus search bar. We send emails using the claim number only as that is how they accept emails. When they reply I have no way of knowing which customer it is as there is no link to that customer file in email for review OR i cannot search it in our searchable bar on job nimbus by claim number or company it is with. Can this please be fixed?

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    22 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. E signature/ In person by hand signature

    Please JN. When are you gonna add these options. Right now customers need to print out the contracts or proposals, sign and send back. We urgently need to have the option for the customer to e-sign electronically, or sign in person with finger if we want to seal the deal at the table.

    At this time your only option to sign is not professional. There are also fields that would need notes or text fields and it would be great to have that without having to always use third party options.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Email sent from JN not looking professional

    Right now if I want to track emails to customers it has to be sent from within JN app. It would be great as one of the posts is suggesting to be able to send emails using our own native email account and still log it within JN.

    But if that’s not possible PLEASE PLEASE. It’s time you make the email templates easier to use and be able to add a nicer email signature. Right now no logo image can be added to the signature and only simple text.

    The screen options to send an email are so basic and…

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. give the person who assigned the task an alert via email once the task is completed by the assigned person

    send the person who assigned the task an alert via email once the task is completed by the assigned person.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    8 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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  17. track all texts from clients automatically

    I would love to be able to have all of my incoming texts from clients automatically logged to their file on JobNimbus. For my job, we are required to keep track of all communication with customers. The only way to track our text conversations are to screenshot the conversation and upload the picture to the CRM.

    1 vote
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    0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to select a future date/time to send an email

    I should be able to select a future date/time to send an email.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to Customize Email Heading

    I would really like the ability to change outgoing email headings to show my company name as the Heading my clients see. I continue to get many people say when they see the word JobNimbus they think it's junk mail and automatically put it in the trash without reading it.

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

    Would like the ability to send emails from inside of JobNimbus without using the jobnimbusmail.com domain.

    3 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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