JobNimbus Feedback

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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.

    57 votes

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    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.

    8 votes

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    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

    8 votes

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

    2 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    3 votes

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    0 comments  ·  Email  ·  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

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

    3 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Change default @jobnimbusmail.com email.

    The ability to change the outgoing email from the @jobnimbusmail.com email to their company email.

    1 vote

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. HTML emailing

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

    2 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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

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

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Able to send Subcontractor emails via Automations

    Would like to see Subcontractors added as possible recipients for emails. We would like to be able to send them reminders of their assigned Tasks or Start Dates on Work Orders.

    2 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Embed subject tagging

    Currently subject tags on emails are on the subject line which is vulnerable to have it changed by the recipient and then the email reply does not attach to the contact record. It would be best to have this subject tagging embedded to avoid this issue.

    1 vote

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

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Automated Material Order Emailing

    The ability to add a material order to an email template like an estimate or have it send a material order as an action in an automation

    1 vote

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. When manually adding email to job it would be hanly to be able to link in to specific conact

    When we add email manually to a job we use not type “email from client” or “email from contact”. It would be handy to be able to use not type “email from” and then be able to choose a specific contact so when we look for certain email in future we can search from specific emails with contact not thru all emails received in that job

    1 vote

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Use existing subject when replying to an email with a template

    Keep/maintain/use the existing subject line when replying to an email with an email template.

    Currently users have to copy the existing subject to their clipboard before selecting the template, then paste the original subject back in after the template has overridden it.

    8 votes

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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