Communication
184 results found
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When customers e-sign estimates, send me a notification (email, in-app)
When cusutomers e-sign estimates, send me a notification and/or email so I know it has been signed.
13 votes -
Ability to Reply to Notes on the Activities Tab
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
31 votes -
Custom Email Signatures in JobNimbus
I’d like to suggest adding the ability for users to create custom email signatures that are automatically included whenever emails are sent through JobNimbus.
Currently, all outgoing emails are sent from jobnimbusmail.com without any signature or personalization. This often causes customers to mistake the messages for spam since they lack identifying information. The lack of customization also prevents us from reinforcing our company branding and professionalism.
Proposed solution:
Allow each user (or account) to set up a customizable email signature with name, title, company, contact info, and logo.
Option to apply signatures automatically to all outgoing emails sent via JobNimbus.
…
2 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
16 votes -
Add Contact Email Address with Assist AI
I would like to be able to collect email addresses with the Assist AI agent and have those emails populate in the contact record.
3 votes -
AI texting
I want to be able to have most of my texts responded to by AI
1 vote -
Base task time template field off of the locations time zone
Currently the template field {{TaskTimeStart}} in our email template shows the customer their appointment time in MST because that's what our time zone is set to in our general settings. However, we have a CO and a TX location. So this is confusing for our TX customers. Can the task time template field be based off of the customers location or off of the company location?
2 votes -
Default back to previous process
We need a default to go back to the previous layout. This layout is not functional for what is needed. We do not need to see financials unless we need to see it -- we need to see all the pertinent info as before. If I need to get the mortgage info to call them I have to open up setting this is absolute ridiculous. My boss is having issues as well. Information is not in one place - we have to go to individual spots to get information this is an absolute mess. Please default or give the option…
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…
2 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.
4 votes -
Desktop Engage Alerts for Incoming Texts
User Story
As a JobNimbus user working on desktop, I want to receive an alert/notification on the Engage GUI when a new text message arrives, so that I don’t miss important client communications and can respond promptly.Current Behavior
- The Engage tab displays messages, but there is no real-time alert on desktop when a text is received.
- This requires users to constantly check Engage manually, which risks delayed responses.Proposed Enhancement
- Add a visual alert (badge, highlight, or icon notification) to the Engage tab in the desktop interface when a new message is received.
- Optionally, allow…1 vote -
Subs scheduling conflicts
When scheduling Subs for a job I would like for them to be checked for conflicts like when scheduling for my team.
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.
4 votes -
Automatic Email Forwarding to Team Member's Personal Email
I would like the ability to have all emails that come through JobNimbus , and that I receive notifications for, to be automatically sent to my personal email inbox outside of JobNimbus (like Gmail or Outlook, etc.).
1 vote -
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 this13 votes -
Add Email Tokens/Template Fields
Add the ability for:
- "Sender Image"
- Assignee Information
4 votes -
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 -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
4 votes -
Customize Email Notification Subject for NSE Estimates
Change the email header subject for documents coming from NSE so that they don't all say a quote was sent to the customer, but be able to specify what type of document is being sent.
5 votes -
2 votes
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