Communication
197 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 -
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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5 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
50 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
18 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 -
Slack Integration
Would be helpful to add a slack integration to the platform to communicate within our organization. Other CRMs have integrations like this such as SalesForce and LeanData
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.
2 votes -
Ability toDelete Emails in Activity on New Jobs Experience
Bring back the ability to delete emails from the activity feed.
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 -
Stop auto-logging signature info in photos
The app is currently grabbing the *.jpgs from inbound email signatures, and possibly outbound, and including them in photos, which then destroys the photo record with all the junk.
1 vote -
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
1 vote -
Send estimate link via text
Send SumoQuote Estimate links via email to customers!
1 vote -
Assign Multiple Job Types with Assist AI
Some sales reps only sell certain jobs so we would like to have more sophisticated scheduling
1 vote -
Option to Choose Caller ID for Calls and Texts in Engage
Clients see different numbers when receiving calls vs. texts through Engage. He requests the ability to:
Use either the user’s personal number or an alternate number for both calls and texts.
Optionally select per-client whether to use a personal or masked number.
This would improve consistency for clients and provide users control over their caller ID while maintaining privacy when needed.
Tags: Engage, Mobile, Caller ID, Communication, iOS1 vote -
Ability to See Everyone's Feed
As admins I feel like we should be able to see everyone's feed. For example, small or detailed excerpts when a sales person moved a job, created a job, sent an email. Also, if they left a note. Things like these should be visible to us admins on the Feeds tab.
1 vote -
Ability to Search Documents when Attaching to Emails
A search function when attaching documents to emails would be helpful
1 vote -
AI Texting
I want to be able to have most of my texts responded to by AI
1 vote -
Combine Emails to One Activity Feed
Would love the option to roll up all of the emails in the activity feed into one instead of having them show individually.
1 vote -
Customize Email when Sharing Job
Currently when you click to share a job there's no way to customize the content of the email that gets sent with the share link, we would like to be able to customize this the same way you can edit other email templates.
1 vote -
Notification Forwarding for Deactivated Team Members
The ability to automatically make notifications go from a deactivated user to a new user with out having to reassign everything.
1 vote
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