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. Ability to for users to only see their email templates

    Ability to have each employee see only their own email signature template as opposed to seeing everyones email templates.

    5 votes

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  2. Be able to add PDF's to email templates for automations

    We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.

    4 votes

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  3. Create a note section in Activities section

    Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.

    4 votes

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  4. Custom Work & Material Order #s

    Hi there! We use different order #s for different vendors & subs. The current token options are not sufficient. Or at the very least enable us to edit each individual work or material order #.

    3 votes

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  5. Ability to make email templates private/restricted

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

    4 votes

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  6. 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.

    3 votes

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  7. Additional Template Fields

    It would be helpful to be able to automatically enter a related contact name in the subject line of an email and also add the name and contact info of a related contact in the body of an email template.

    2 votes

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  8. Ability to add documents to email templates

    I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.

    26 votes

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  9. Edit Email When sending Work Orders

    When sending a work order directly, it would be beneficial to be able to remove or customize the verbiage that is included in the email.

    3 votes

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  10. Ability to adjust line spacing on document templates

    I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.

    7 votes

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  11. Upload Video to Email Template

    We would like to add a short "introduction video" of each of our salesmen to our "welcome email".

    4 votes

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  12. Customize default estimate email

    The ability to customize the default email that is sent when emailing estimates. Currently, the default email just says "Your estimate is attached to this email."

    9 votes

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Communication

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