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.

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.

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.

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.

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! :)

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.

User would like to be able to default all outbound email being sent from @jobnimbusmail.com to originate from his company name, rather than his personal name.

User would like to be able to default all outbound email being sent from @jobnimbusmail.com to originate from his company name, rather than his user name.

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!

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

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.

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.

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!

Create alerts for return emails and tasks. When someone emails back or the task is due there should be an option to set up alerts.

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

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.

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??

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?

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)

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.