Communication
213 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.
18 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.
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9 votes -
Larger Attachment Allowance for Emails
JobNimbus needs to have the ability to send emails with larger attachments. I could use at least 50MB file attachment limit for these docs, but honestly 100 would be better to be safe.
Gmail will only allow a 25MB attachment size limit to send emails. I am not sure what the size limitation on JobNimbus is, but I know it will not allow me to send anything over 25MB.
It's very annoying when I have a PDF document that comes in over that 25MB limit and I then have to edit the PDF and break it into 2 different docs....then…
1 vote -
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
65 votes -
Give the customer a denial option!
There should be an option for the customer to decline the estimate if they decide to go that route because then we could set up an automation to exclude them from follow-up emails. I know as a consumer it's annoying when you tell a company no and they keep bothering you with emails (whether it be automated or not!) so having that as an option would be awesome!
2 votes -
1 vote
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verify that an estimate email has been received and not bounced
Currently when we send emails, we can tell if they have been received and read. When we send estimates, we cannot see that information. We would like to be able to see the same information that we do for regular emails. We like to follow up as well but is sure nice to know that the email got sent to a real email address.
Email Status
3/13/2026 12:04 PM - Initiated Send
3/13/2026 12:04 PM - Processed (heather.wapiti@gmail.com)
3/13/2026 12:04 PM - Delivered (heather.wapiti@gmail.com)
3/13/2026 12:04 PM - Opened (heather.wapiti@gmail.com)1 vote -
automation replies go to unassigned
I know this is overlapping some things posted here already, but if an email/test is sent out via automation, if the sales rep hasn't already used the messaging feature to start communicating, the reply is sent to 'unassigned.' I'm told the only way to have this work properly is to rebuild all automations for each individual user, which is ridiculous. Having the replies be sent to the assigned sales rep would be really nice, so that they don't have to dig around in unassigned to try and find any responses to automations for their jobs.
1 vote -
ALERT pop up to flag accounts
We need a way to create a pop up alert to flag accounts. I've used a band aid solution of a status called DO NOT BOOK, but unfortunately this is not good enough. Other CRM platforms allows for a pop up when you open a file that you need a small amount of important information to be brought to the user's attention when they enter a file. Before starting to dig in and read the notes.
1 vote -
Easier access to insurance/adjuster email address and claim number
When sending a new email to insurance, it would be nice to be able to have the emails for adjuster and insurance as an option and not just the customer's email. It would also be helpful to be able to access the claim number maybe in a drop down for the subject line. Currently I have to have more than one tab open to copy and paste these bits of info
2 votes -
1 vote
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1 vote
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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
24 votes -
Add Photos to Engage Templates
We would like to be able to add photos to text templates so we can send pictures of our reps in our introduction texts
1 vote -
Assign user to all contacts and jobs automatically
As the master user, I'd like to be automatically assigned to all contacts and jobs. This would help customer's correspondence from going unseen and prevent communication gaps when a sales person leaves the company.
1 vote -
"Add related contact to all notifications" and "Add related contact to all emails" option
Some customers want their roommate/spouse/partner added to all communications related to their job. However, there is no way to add the related contact to all automated emails and notifications. There should be an option, when creating a related contact, to add them to all emails and/or notifications associated with that job.
1 vote -
AI agent for followup messaging
I would love an AI agent built in or as a plug-in that follows an email or text thread with each of your customers, sees and reviews any new messages from the customer, drafts a suggested response from you, saves it as a draft, and sends you a pop up notification for you to review, edit, or approve the suggested response, and send it from the pop-up.
1 vote -
Add Insertable Template Fields for URLs for Customer and Job
In email and text templates, the ability to insert template fields for customer and job URLs would be nice for sending internal communications to team members, so they can simply click the link to go straight to the job or customer from either their desktop or mobile app. This would save us time and make us rockstars
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.
3 votes -
Modify Estimate Sent Notification Email to Sales Rep
Estimate notification emails are currently indistinguishable between a signing request and the alert that it's been sent. It would be helpful if it was different enough that the Sales Rep or sender of the estimate don't attempt to sign it accidentally
2 votes
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