Communication
145 results found
-
Missed calls in Engage
Add missed calls to Engage to notification center.
4 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
9 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
5 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
6 votes -
Increase Email size limit
I would like the file size limit on emails increased.
2 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
2 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
Change default @jobnimbusmail.com email.
The ability to change the outgoing email from the @jobnimbusmail.com email to their company email.
44 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Choose who gets reply notifications
It would be great if we could choose what users should get reply notifications. As of right now, only the sender receives notifications when a contact replies to an email.
10 votes -
Allow CC and BCC fields in emails
CC & BCC fields are a must.
Also:
In any email format, the team members' and subcontractors' email addresses to be available as an option.Or, a contact list so we just need to click the recipients instead of typing the address in every single email.
As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.
We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.
121 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
3 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
3 votes -
@metnions visibility
Should be able to see the @mentions on the desktop version like a feed where the tasks are. I can turn on and off Contacts, estimates, invoices, My tasks, there should be an option to see @mentions and then clear them after you have read and taken care of it.
8 votes -
Convert notes to tasks
I would like the option to convert notes that include @mentions to a task assigned to those team members that are mentioned
3 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Be able to add PDF's to email templates for automations
We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.
10 votes -
Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 votes
- Don't see your idea?