Communication
173 results found
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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.
132 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 -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
5 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.
13 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
8 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 -
Spell check!
I think that spell check and grammar check would be CRUCIAL in emails to the customer. I type Fast, and sometimes I may miss a letter, or may not have the proper grammar for certain sentences and second guess myself if it sounds professional.
I would LOVE the opportunity to have those apart of my services so I don’t have to copy and paste my templates to my Microsoft word to get that benefit before I send out a professional email that reflects directly on my business.
6 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 -
Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 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 -
Respond to customer reply notifications and have it delivered to the customer automatically
When I receive a notification from JobNimbus that a customer has replied to a message I sent, I want to be able to reply to that notification, and have my message delivered to the customer as well as sent to the JN account without having to add the customers email address in the CC field
4 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes -
Forwarding Emails
Would like to add more than one email to the forwarding setting
7 votes -
Draft option for emails
When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.
7 votes -
2 votes
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Newsletter Feature in JobNimbus
We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.
5 votes -
More push notifications
There should be a way to set up push notifications for when a customer opens/views/signs an estimate.
3 votes -
Preview Attachment details before sending of email
When I send an email through the Activity main page and add an attachment, I would like to click on the attachment to verify the details. This would be very beneficial and provide some peace of mind.
5 votes
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