JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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. Allow CC and BCC fields in emails

    CC & BCC fields are a must.

    Also:
    In any email format, the team members' and subcontractors' email addresses to be available as an option.

    Or, a contact list so we just need to click the recipients instead of typing the address in every single email.

    As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.

    We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.

    53 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    8 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email Signatures

    Email signatures should automatically populate when starting an email and replying. The amount of times I have to retype my signature daily is uttering exhausting.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add Attachments to Work Order Email

    Sometimes we need to send some supporting documents or photos along with the work order to the assigned subcontractor.

    We need an attachment button.

    Currently, we send the work order by sending email from the main job page, ellipsis - send email - select email template, but by using this route, we have to enter the subcontractor's email address manually

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Red Flag or Identifier to show when a customer sent in a new email.

    WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.

    5 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  5. Send an email from any job tab

    We should be able to send an email from the documents tab or the photos tab or the task tab instead of having to go to the activity tab all the time.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Reply All function to add in all recipient automatically

    For the reply all function to pull in all the recipients listed on the email not just the primary contact.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. HTML emailing

    Customer requested to have HTML capabilities at some point for emailing within JobNimbus

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email - forwarding and replying

    Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to create a template from an existing estimate

    It would be nice if we could take an existing estimate from one customer and save it as a template so we could use it again and again. Right now you have to type everything over from scratch.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. MORE EMAIL RECIPIENTS FOR EMAILING DOCUMENTS

    Currently, JN's Document option only allows the primary contact as the recipient. No additional address field.

    Would be great if we can add multiple email addresses and cc & bcc fields.

    Also, having a contact list (list of team members, or regular contacts) to choose recipients from.

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Keep Insert Template Field open when clicked

    If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. When using email templates do not have them delete the existing text written.

    When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Droplist of email addresses

    It would be great if we could create a droplist of email contacts when trying to send email instead of typing in the email address every single time.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to make email templates private/restricted

    The ability to make email templates private to each individual user.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Schedule Email Send Option

    Since I tend to work late night on my JN accounts, it would be helpful for homeowners to receive an email first thing in the morning rather than midnight. If we had an option to delay the email to be sent, it would look more professional on our end.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Same email for multiple accounts

    I have team members that have multiple JobNimbus accounts. We would like to be able to use their same email addresses for each one. Right now, you have to create a different email for each account. It would be nice to have one set email.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. 2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. When scheduling a sub, it should not be an automatic email.

    When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Write an email from financials tab

    When you click the 3 dots to email an estimate or invoice in the financials tab, we should be able to write an actual email instead of a generic message like "Here is your estimate...". Looks unprofessional and also only puts "Thank you, name" No real company signature populates!

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Be able to choose the Sender on Automated Emails.

    The ability to choose the sender on automated emails rather than, it defaulting to the company @jobnimbusmail email.

    2 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 6
  • Don't see your idea?

Communication

Categories

Feedback and Knowledge Base