Communication
190 results found
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We would like to have a notification when customer esigns estimates..
We would like to have a notification when customer esigns estimates..
2 votes -
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
22 votes -
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
12 votes -
when they e sign estimates send me an email
when sutomers e sign estimates send me an email so i know it has been signed.
2 votes -
Need an alert when someone e-signs an estimate.
Would like a notification when an e-signature is completed
1 vote -
Payments - Flexible Payment Option Configuration by Service Type
Summary: Please update the payment feature to allow administrators to select which payment types (debit, credit, ACH) are available for each service or invoice category, rather than a single on/off toggle for both credit and debit cards together. This will provide the necessary flexibility to optimize payment acceptance and compliance across different business units.
Current Limitation: Currently, JN's payment module only allows us to enable or disable credit and debit card acceptance as a single, bundled option. This restricts our ability to tailor payment methods by service type, as we cannot offer debit card payments for some services and not…
1 vote -
CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
3 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 this11 votes -
Engage Notification takes you directly to the conversation the notification is for.
When you get an Engage notification and click on it, it will not take you directly to the conversation that the notification is for. Instead, it will take you to the assigned conversations you have, and you have to scroll through them to get to the conversation.
2 votes -
React to notes under the activity page.
Be able to react to a note under the Activity section, just like you would an email. Like a thumbs up or something like that.
1 vote -
Progress Billing and Partial AR Closure on Single Invoice
For insurance restoration projects with long supplement approvals and multiple trades, JobNimbus currently requires either a single open invoice or multiple invoices, neither of which aligns with industry payment practices. The requested features would improve AR accuracy and better align JobNimbus with standard insurance restoration workflows. More information can be provided for this request.
Requested improvements:
Enable progress billing on a single invoice, allowing partial payments to be applied and portions of the invoice to be marked as completed by phase or trade.
Update AR reporting to show progress payments and remaining balances against the total supplement amount.
Allow tracking…1 vote -
emails
Allow for multiple emails to be added to the file. We have customers that want us to send coorispondance to more than one person
1 vote -
2 votes
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Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
3 votes -
Control Emails Associated with Client Response
JN User would like to be able to control the emails that are pulled in by the JobNimbus system when a client replies all to an email. Currently the system pulls any emails in the reply to be apart of the conversation.
1 vote -
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
18 votes -
Make it possible to add an attachment to notes when using an iPhone
Please make it a possibility to add an attachment to a note when we’re on our iPhones.
When many of us are on the go, having a desktop close by is not always possible.
1 vote -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
2 votes -
Need Ability to Select Which Email Sends an Automation
The replies to our automations are not going to the correct recipients. Adding this feature would ensure that the correct person receives the reply to the automated email.
1 vote -
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)
14 votes
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