Communication
190 results found
-
React to notes under the activity page.
Be able to react to a note under the Activity section, just like you would an email. Like a thumbs up or something like that.
1 vote -
Progress Billing and Partial AR Closure on Single Invoice
For insurance restoration projects with long supplement approvals and multiple trades, JobNimbus currently requires either a single open invoice or multiple invoices, neither of which aligns with industry payment practices. The requested features would improve AR accuracy and better align JobNimbus with standard insurance restoration workflows. More information can be provided for this request.
Requested improvements:
Enable progress billing on a single invoice, allowing partial payments to be applied and portions of the invoice to be marked as completed by phase or trade.
Update AR reporting to show progress payments and remaining balances against the total supplement amount.
Allow tracking…1 vote -
emails
Allow for multiple emails to be added to the file. We have customers that want us to send coorispondance to more than one person
1 vote -
Need an alert when someone e-signs an estimate.
Would like a notification when an e-signature is completed
1 vote -
We would like to have a notification when customer esigns estimates..
We would like to have a notification when customer esigns estimates..
2 votes -
when they e sign estimates send me an email
when sutomers e sign estimates send me an email so i know it has been signed.
2 votes -
Payments - Flexible Payment Option Configuration by Service Type
Summary: Please update the payment feature to allow administrators to select which payment types (debit, credit, ACH) are available for each service or invoice category, rather than a single on/off toggle for both credit and debit cards together. This will provide the necessary flexibility to optimize payment acceptance and compliance across different business units.
Current Limitation: Currently, JN's payment module only allows us to enable or disable credit and debit card acceptance as a single, bundled option. This restricts our ability to tailor payment methods by service type, as we cannot offer debit card payments for some services and not…
1 vote -
Control Emails Associated with Client Response
JN User would like to be able to control the emails that are pulled in by the JobNimbus system when a client replies all to an email. Currently the system pulls any emails in the reply to be apart of the conversation.
1 vote -
Make it possible to add an attachment to notes when using an iPhone
Please make it a possibility to add an attachment to a note when we’re on our iPhones.
When many of us are on the go, having a desktop close by is not always possible.
1 vote -
Need Ability to Select Which Email Sends an Automation
The replies to our automations are not going to the correct recipients. Adding this feature would ensure that the correct person receives the reply to the automated email.
1 vote -
Engage Notification takes you directly to the conversation the notification is for.
When you get an Engage notification and click on it, it will not take you directly to the conversation that the notification is for. Instead, it will take you to the assigned conversations you have, and you have to scroll through them to get to the conversation.
2 votes -
Voting
So many of us are giving the same "Idea Request's" but, just worded different and we are only getting some votes due to JN not recognizing and combining similar/same requests and us not having the time to read through them all to see if there is one already made! JN needs to help refine and combine these to help our Votes get addressed sooner. (No wonder why things aren’t progressing sooner with this program in areas that really need it.)
1 vote -
CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
3 votes -
Make a public API endpoint available for Engage
We need to make this available to the business owners. It is crucial that we not only have the option to automate text messages, but have the ability to connect to AI. Some business owners like me miss out on opportunities to answer clients text quick enough and we should capitalize on this.
1 vote -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
2 votes -
Email templates
Add token for image of email creator and assign to rep. Like the {{salesrepimage}}
1 vote -
2 votes
-
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
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 -
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
- Don't see your idea?