JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Communication

  1. E-Signature through email natively through JobNimbus

    This is our single most requested (and pain point!) item from a technical standpoint. It's 2019, virtually every CRM platform has the ability to offer E-Signatures through their platform to sign estimates.

    Having to ask clients to print and scan or take a picture of their signed estimate is terrible and bogs down the process. Not to mention comes across as unprofessional and behind the times in this day and age.

    Thank you for the consideration.

    7 votes
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    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  2. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    4 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Live Chat Room Among Users and JobNimbus Employees

    I wish JobNimbus had a Live Chat Room where Users and JobNimbus Employees could come & go, read questions that are posted and get instant help/feedback from colleagues.

    Maybe, JobNimbus could create a Yahoo chat room easily?

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. List attachments in chronological order

    When emailing a customer and I go to attach a document, they aren't listed in chronological order. This makes finding files so much easier!

    3 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Insurance Claim # Integration in Emails - Feature Request

    It would be really nice to have the option to send adjusters emails with only the claim numbers as the subject and then have JN recognize it and associate the claim number with the appropriate job number. Not sure if there would be a way to have it as an option when sending emails but I have had a couple of emails bounce back because of the other items in the subject when sending to claims departments.

    4 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email recipients should include "Assigned To"

    When emailing a work order, I should be able to select whoever the order is assigned to from the recipient list.

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create an Inbox or View of Emails Sent to @jobnimbusmail.com account

    The customer would like the ability to have an inbox or some view of emails sent to @jobnimbusmail.com account. Only workaround is to create a custom activity report to view these, currently.


    Original Request:
    Ability to view emails to our jobnimbus mail address with no job # tag in the subject line

    have had several clients receive emails from me from within JN, then instead of replying, they copy our jobnimbus mail address and send to me with no job # - we never see those emails, they get lost in the interwebs...are we missing something or is there a…

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. A mail delivery failure notice if an email is sent to an invalid address or bounces.

    This is more urgent than general read receipts for financial documents because an unknown failed email can put us behind in our work or cause us to lose jobs.

    2 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Emails split between contacts

    We have customers that we do several different things for at several different addresses. To keep them separate we create a separate contact for each address. However all the emails associated with one email address upload into all the contacts that have the same email address. This feature is very dangerous for us. We have almost done work for customers that was not necessary because the signed contract was for another address. It also makes it very hard to make sure that all the information is accurate and for the correct address. I know the contact # is on the…

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. the ability to email customers without calling them "COntaqce #845\\84)

    I want to use the automatic email feature, but it is so embarrassing that it says (Contact #7373) in the email subject line. Is there anyway around that? it is so impersonal!

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Sending email to customers "from" user's email/company instead of JN

    I'd like an option to use my own email and or company name as the sender on emails out to my customers. Because my customers don't know JobNimbus, they get confused. Would be a smoother process to have it come from me instead.

    6 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. the ability to add attachments from the contact to e-mail templates

    I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.

    2 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. send text via website

    it would be great to be able to send a text from the website just like you can from the app. being that it is an option in the drop down list its odd that its not actually an option.

    6 votes
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    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  14. a way to know your @ was seen

    when you @ someone, a button to click to show you saw it/have taken care of it

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to turn off notifications at anytime desired by each user.

    I'm told our Techs are unable to turn off notifications that pop up at 2:30am in the morning.

    Notifications should be customizable.

    4 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  16. Notifications Tab

    It would be awesome if there was a notification tab (maybe there is but I'm missing it?). Email and push is great but often I need to come back to a @mention or other notification later but can't. The notification tab would have all notifications with markers next to those that have yet to be checked.

    20 votes
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    Viewed  ·  8 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to change message sent when "sharing" with a customer

    It would be really nice to have the ability to personalize the message when "sharing" a job with the customer. Adding information for the customer about their job is important however, with the current pre-typed message you cannot do that and it feels too informal.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. 2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Could you give us more information on what you are asking? Are you looking for something to merge contacts or something to send an email to all of your customers?

    You can integrate with MailChimp through Zapier and then create lists to email customers if that is what you are looking for.

    Thanks for your help,

    Aaron

  19. Notify Employees when estimate/contract/payment is approved or made.

    -Notifies our employees when an estimate/contract/payment has been approved or made.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  20. the ability to place a call & show up in the job record

    show a call has been made in the job record, it now appears in the contact only

    2 votes
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    0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
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