Communication
180 results found
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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
18 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
8 votes -
2 votes
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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 this9 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.
2 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
3 votes -
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 -
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
16 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.
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)
13 votes -
Voting
So many of us are giving the same "Idea Request's" but, just worded different and we are only getting some votes due to JN not recognizing and combining similar/same requests and us not having the time to read through them all to see if there is one already made! JN needs to help refine and combine these to help our Votes get addressed sooner. (No wonder why things aren’t progressing sooner with this program in areas that really need it.)
1 vote -
Make a public API endpoint available for Engage
We need to make this available to the business owners. It is crucial that we not only have the option to automate text messages, but have the ability to connect to AI. Some business owners like me miss out on opportunities to answer clients text quick enough and we should capitalize on this.
1 vote -
I feel that Job Nimbus along with all the other like platforms really fall short in the siding department.
I would highly recommend meeting with qualified siding installers to improve their experience. This issue is not isolated—it has been a challenge across various platforms we've worked with, and we’ve encountered similar problems with at least five other platforms. I believe if you could resolve this issue, you would position yourself ahead of the competition and establish leadership in this category. Addressing these concerns could significantly elevate your standing in the market.
2 votes -
Email templates
Add token for image of email creator and assign to rep. Like the {{salesrepimage}}
1 vote -
Voice to text
It would really help us be more efficient.
2 votes -
Update Note Categorization or Deletion
With other CRM's that I've used in the past, it was really easy to change the relationship of an internal note, or change the relation of the note to a contact. I would like to see in the "Activity" section either the ability to be deleted, or change the "related" section to "example (contact)" to "example (job)" so that I don't have to delete the content of a note and move it manually.
1 vote -
Separating Email Threads
Having Separate Email threads for each job instead of a mashup of activity threads for multi project profiles would be a game changer. So difficult to sift through and find old emails for specific jobs.
1 vote -
Email opt out checkbox (like the one for texting)
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
2 votes -
Lead Source required in Contact Field
Ability to make the lead source a required field to complete the contact. Similar to the contact fields with an options list. Training is good, but a required field is better for accurate reporting.
1 vote -
Add activity when call is placed from RingCentral on Desktop
Please carry over the feature within the Mobile App to the Desktop version of JN that automatically leaves a timestamp of the call with an option of leaving a note.
See upload file for Mobile example.
10 votes
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