Communication
168 results found
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Email opt out checkbox (like the one for texting)
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
1 vote -
Lead Source required in Contact Field
Ability to make the lead source a required field to complete the contact. Similar to the contact fields with an options list. Training is good, but a required field is better for accurate reporting.
1 vote -
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 - 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…1 vote -
Client Portal: The Solution to Better Communication
Client Portal: The Solution to Better Communication
Hey yall! I’m AJ, a 21-year-old contractor managing 280+ clients in Louisiana, and now, with hurricane work in Texas, I’ve added even more to my plate. The biggest struggle? Keeping clients updated without drowning in back-and-forth communication.
My idea: a Client Portal in JobNimbus. Let clients log in, view their project status, documents, photos, and updates—instantly. No more chasing updates. It’s transparency and efficiency in one place.
This would be a game-changer for managing hundreds of clients while keeping them happy and informed.
If you agree, please vote to make this5 votes -
Recurring Automations
Would love the ability to have automations be recurring (weekly, monthly, similar to a calendar option when making an appointment). I have several follow up emails sent to clients and sales reps based on how long a job or work order has been in a current status and would like to set those up to automatically send instead of having to create multiple different automations.
2 votes -
reply to note
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
8 votes -
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 -
Status - all status for a job
Would like to see all status that a job number moved through. Current report options show current status only. For example if I wanted to know all jobs that had a supplement status, historically, not just now.
1 vote -
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 -
3 votes
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Additional Email Statuses (Read, Unsubscribed, etc.)
The logo would like to have the ability to receive a read receipt when they send an email via JobNimbus.
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.
1 vote -
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 multiple emails for sending notifications to customers, builders, roofers that a job is scheduled.
Currently you can only add one email to a contact. I need the ability to add multiple emails to notify more than one person. For example the roofing salesman and the job foreman.
3 votes -
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.
3 votes -
Need all the same functionality for documents as estimates
Need documents to have all the same options and functionality as estimates. We send estimates/proposals first and then if the homeowner approves, we send a separate contract which your system can only do as a document. This doesn't really make sense. We also have to embed the estimate into the document which looks awkward instead of being able to populate the same info that the estimate does like products and services etc. And, because of this we can't set the same automations or form settings on both. They should be interchangeable.
1 vote -
To be able to add multiple email addresses. Or once you add contact fields to be able to add in the drop down for email receipients
Be able to add insurance adj emails and company emails to the drop down menu of the email recipients
10 votes -
Reply all function to include original author and/or recipients.
Ability to “Reply” to notes on Jobnimbus. Specifically, on the mobile app
So, if someone tags me and 3 other people in a note, can I hit some kind of “Reply” button to make a note tagging the original note author, and the others who were tagged.
This would avoid constantly having to write each team member (@name @name @name)
10 votes -
Next Year Condition
In the automation conditions, would be great to have something with Next Year. Ran into a snag with a text automation and needed that one.
1 vote
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