Communication
140 results found
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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…
3 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
2 votes -
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.
9 votes -
3 votes
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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
3 votes -
Hyper Link to Job/Contact Records in Emails
all emails contain a link to take you to the referenced job or contact. This seems like a huge oversight that its not already a feature
3 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
2 votes -
Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
2 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
3 votes -
Text Signatures
I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.
3 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.
8 votes -
Include Subcontractors as Option When Sending Email
Can JN include job-assigned subcontractors as job contacts and make them appear in the email selection when sending an email?
2 votes -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
2 votes -
It would be nice if there was a way to block spammers on Engage.
It would be nice if there was a way to block spam texters on Engage.
2 votes -
Templates for Each Note Option
We need the ability to add a full template to each note option. For example, when you select from the drop down, we would have an option for "NEW LEAD" and then in the note section a template would populate to fill out with an outline of what information needs to be taken and questions to ask.
2 votes -
3 votes
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Customize signature request emails
I would like to have email templates (that I have created) to choose from when using the Add Signers feature.
8 votes -
Allow embedded videos in emails
Create the ability to embed a video into an email. For example, on a welcome email it could be a video of our owners thanking them for working with us and a short introduction. I think an embedded video would perform much better than a hyperlink that most people won't click on.
2 votes -
Change the 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"
29 votes -
Ability to add Subcontractors to Text Automations
Can "Subcontractors" can be added to the list of people that we can send a text message to in Engage? I was trying to create an automation that sends our Subcontractor a text message, but they are not an option to select. Currently there's only Assignee, Sales Rep, Customer, or a specific team member.
4 votes
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