Communication
195 results found
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Customize Built in Emails from JobNimbus
It would be awesome to be able to control how a customer sees email messages from JobNimbus. For example, instead of the subject line showing [company name] sent you a quote, it would be nice to be able to set it to [sales rep] from [company name] sent you a quote.
Just more options to control what goes into the automated emails
1 vote -
Engage - Show the assigned person in the dropdown of Engage texting numbers
If an Engage phone number is assigned to a designated user, I would like to see that user next to their number. If I'm initiating a conversation as "X" salesman, I'd like to be able to select his number to initiate it so that is the number that will later be used for automated Texts that come from "X".
I have to keep a piece of paper at my desk right now but that doesn't help when I'm contacting a new prospect from my phone in the field or at home.
If I don't select the correct phone number, then…3 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 -
Out of Office Automatic Text Reply
Ability to set schedule for out-of-office text and email replies. Example: a text/email is received between Friday 5pm and Monday 8am: an auto-reply advises sender that the office is closed and will reopen Monday at 8am, which is when we’ll reply to the message.
6 votes -
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 -
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.
11 votes -
Populate Supplier Emails when Sending
Currently when starting an email, it won't auto-populate subcontractors emails unless I'm on my phone app. Please provide for this to pop up so we don't have to toggle back and forth.
3 votes -
Custom Phone Number Fields (Adjuster Phone Number) added in Phone Numbers in Native Field options
I know we all hate going through estimates to find adjusters phone numbers, I like to add the adjuster phone number in the custom field but in the current configuration there are several problems.
1: You need to use "text" option because you can't use number option especially if there's an extension, and then I needed to update this in my custom field and i deleted the field all together
2: If you add a phone number under the number or txt field type you can't click and call it like on the native field
How can I edit native…
6 votes -
Customize Email Sender from "JobNimbus" to Company Name
It would be nice if the "sender" of the emails showed up as the logo information instead of "JobNimbus"
53 votes -
Payments - JN must obtain client consent before enabling features like payments.
Payments - JN must obtain client consent before enabling features like payments. This should always be discussed with the client in advance on the clients CRM account.
1 vote -
Engage - Job
It would be nice if Engage had a dropdown menu to with the associated contact that could take you to the associated job
2 votes -
3 votes
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texts from team in the field, to office that appears as a instant message bubble on computer within job nimbus
way for me (office) to receive texts from my team, in the field, via Jobnimbus app that appears as a instant messenger bubble appear on my computer screen. Having this would eliminate a extra device and allow for this communications to populate within jobnimbus as added notes, streamlining communication. Additionally, when I am not working (weekends) my team still has access to our communications and necessary information to complete jobs.
Thank you for your consideration of this time saving feature!
American Construction, NJ3 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
6 votes -
Reporting-Status and Stage movement time/date stamp for each job
Ability to create a report that time stamps when a job moved into a new status and show all status for that job. Not just current status, but historical data on all status and stage of 1 job. So you could see when each stage and status historically. The ability to look back at a job and see how when it moved and how long it was in each status. This is a basic lookback reporting function. Current report options shows count or all jobs in a particular stage or status.
1 vote -
Adding a "resend" estimate button to JobNimbus
The logo requested the addition of a button to resend an estimate for signature. He wants another notification email to be sent when this button is clicked prompting the customer to sign the quote.
2 votes -
Make a Payment Button in Body of Email
I would like to have the 'make a payment' button that appears on the invoice when using JobNimbus Payments to also appear in the body of the email.
11 votes -
Email Send Time Limitations (Like Engage Texts)
Wants it to be possible to set up emails like text where they don’t go out between a certain time ie. (9pm and 7am).
1 vote -
Email reply & sent is confusing and on same line.
The email received and the reply is on the same line instead of being separate for a line or other. It's really complicated for recipient and sender to follow the thread. I
6 votes -
show full title on engage text messages.
When on the desktop i can not see the complete tittle. On the mobile app i can premake text options and select the proper one but on the desktop i can not see the complete title.
2 votes
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