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. 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.

    16 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  7 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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! :)

    52 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    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 ????!

  6. 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!

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Survey Feedback from Jordan Lazaro at Rick Jamison Painting

    <p>The text to add an attachment to the email correspondence is microscopic ( like 6 pt font)</p>

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Responding to a note via email

    When someone out in the field responds to a note via email- the note appears so large and drawn out on the job.
    Maybe there is a way for it to not be so large and drawn out??

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Insurance Claim # Integration in Emails - Feature Request

    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.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Live Chat Room Among Users and JobNimbus Employees

    I wish JobNimbus had a Live Chat Room where Users and JobNimbus Employees could come & go, read questions that are posted and get instant help/feedback from colleagues.

    Maybe, JobNimbus could create a Yahoo chat room easily?

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. notifications on the tabs for each contacct

    if I upload documents or photos to a contact, I can't tell they have been uploaded without actually looking.

    The tabs: activity, documents, photos, etc. should have a number next to each one so I can see with just a glance if there are any items in that section.

    Example:

    Activity (10), Jobs (0), Tasks (0), Documents (4), Photos (59)

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  13. List attachments in chronological order

    When emailing a customer and I go to attach a document, they aren't listed in chronological order. This makes finding files so much easier!

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  15. When sending an email to a contact/job, the email would open to a full window page.

    User would like if the email screen would allow you to create an email on a full page rather than within a small window tab.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Customize Email Activity Content

    Ability to customize the information that is sent out when a job or work order is updated.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. attaching douments to work orders

    It would be very helpful it we could attach files to the emails that go out when emailing the work order from the work order screen. It would also be helpful if we could add to the default email or change the wording when sending the word order as well. In all honesty it would even be great to do this with a material order as well. I know you can attach photos on the work and material order itself, which is nice. Sometimes the photos are so small the person receiving them cannot see what they need to.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Subject Line in Share Link

    Add a Subject Line field at the Share popup Menu box to enable Team members to include critical Share related subject line information.
    https://knowledge-transfer-llc.com/jobnimbus-feature-requests/

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →
  20. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

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

Communication

Categories

Feedback and Knowledge Base