Communication
171 results found
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reply to note
Ability to reply to a specific note and have a direct feed underneath to that note vs having the activity feed filled with multiple notes with various conversation topics. Similar to slack
12 votes -
Client Portal: The Solution to Better Communication
Client Portal: The Solution to Better Communication
Hey yall! I’m AJ, a 21-year-old contractor managing 280+ clients in Louisiana, and now, with hurricane work in Texas, I’ve added even more to my plate. The biggest struggle? Keeping clients updated without drowning in back-and-forth communication.
My idea: a Client Portal in JobNimbus. Let clients log in, view their project status, documents, photos, and updates—instantly. No more chasing updates. It’s transparency and efficiency in one place.
This would be a game-changer for managing hundreds of clients while keeping them happy and informed.
If you agree, please vote to make this7 votes -
Reply all function to include original author and/or recipients.
Ability to “Reply” to notes on Jobnimbus. Specifically, on the mobile app
So, if someone tags me and 3 other people in a note, can I hit some kind of “Reply” button to make a note tagging the original note author, and the others who were tagged.
This would avoid constantly having to write each team member (@name @name @name)
10 votes -
To be able to add multiple email addresses. Or once you add contact fields to be able to add in the drop down for email receipients
Be able to add insurance adj emails and company emails to the drop down menu of the email recipients
11 votes -
Lead Source required in Contact Field
Ability to make the lead source a required field to complete the contact. Similar to the contact fields with an options list. Training is good, but a required field is better for accurate reporting.
1 vote -
Add activity when call is placed from RingCentral on Desktop
Please carry over the feature within the Mobile App to the Desktop version of JN that automatically leaves a timestamp of the call with an option of leaving a note.
See upload file for Mobile example.
10 votes -
Out of Office Automatic Text Reply
Ability to set schedule for out-of-office text and email replies. Example: a text/email is received between Friday 5pm and Monday 8am: an auto-reply advises sender that the office is closed and will reopen Monday at 8am, which is when we’ll reply to the message.
4 votes -
A red banner on jobs that have urgent instructions or special cases
a banner that can be turned on with a message if there is an urgent piece of information or a last minute change to the job.
Example: we had a roof that was only supposed to be started if it could be finished by today. it was started late because someone was not aware and now the customer who did not want their house under construction when they had visitors will now host company with their roof torn off.
Bonus if there would also be a ping or maybe a board that listed all those in prgess jobs with urgent…
1 vote -
Voice to text
It would really help us be more efficient.
1 vote -
Pinned note that stays at the top of the "Activity" section
Pinned note that stays at the top of the "Activity" section for the sole purpose of a important message for everyone to be aware of that note and avoid additional calls, text or emails from multiple people
1 vote -
Recurring Automations
Would love the ability to have automations be recurring (weekly, monthly, similar to a calendar option when making an appointment). I have several follow up emails sent to clients and sales reps based on how long a job or work order has been in a current status and would like to set those up to automatically send instead of having to create multiple different automations.
2 votes -
Email opt out checkbox (like the one for texting)
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
1 vote -
Payments - JN must obtain client consent before enabling features like payments.
Payments - JN must obtain client consent before enabling features like payments. This should always be discussed with the client in advance on the clients CRM account.
1 vote -
Engage - Show the assigned person in the dropdown of Engage texting numbers
If an Engage phone number is assigned to a designated user, I would like to see that user next to their number. If I'm initiating a conversation as "X" salesman, I'd like to be able to select his number to initiate it so that is the number that will later be used for automated Texts that come from "X".
I have to keep a piece of paper at my desk right now but that doesn't help when I'm contacting a new prospect from my phone in the field or at home.
If I don't select the correct phone number, then…1 vote -
Engage - Job
It would be nice if Engage had a dropdown menu to with the associated contact that could take you to the associated job
2 votes -
3 votes
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texts from team in the field, to office that appears as a instant message bubble on computer within job nimbus
way for me (office) to receive texts from my team, in the field, via Jobnimbus app that appears as a instant messenger bubble appear on my computer screen. Having this would eliminate a extra device and allow for this communications to populate within jobnimbus as added notes, streamlining communication. Additionally, when I am not working (weekends) my team still has access to our communications and necessary information to complete jobs.
Thank you for your consideration of this time saving feature!
American Construction, NJ3 votes -
Custom Phone Number Fields (Adjuster Phone Number) added in Phone Numbers in Native Field options
I know we all hate going through estimates to find adjusters phone numbers, I like to add the adjuster phone number in the custom field but in the current configuration there are several problems.
1: You need to use "text" option because you can't use number option especially if there's an extension, and then I needed to update this in my custom field and i deleted the field all together
2: If you add a phone number under the number or txt field type you can't click and call it like on the native field
How can I edit native…
4 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
6 votes -
the ability to add multiple emails for sending notifications to customers, builders, roofers that a job is scheduled.
Currently you can only add one email to a contact. I need the ability to add multiple emails to notify more than one person. For example the roofing salesman and the job foreman.
3 votes
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