Communication
186 results found
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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
19 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)
15 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 -
show full title on engage text messages.
When on the desktop i can not see the complete tittle. On the mobile app i can premake text options and select the proper one but on the desktop i can not see the complete title.
2 votes -
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…
6 votes -
The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
6 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.
11 votes -
Change Who Automations Show the Email Being Sent From
Emails sent via Automation show the company name as the sender before opening the email. Would like to be able to change who it shows as being from based on the automation or the email template.
4 votes -
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
6 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
4 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
6 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
4 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…
5 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
8 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
4 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.
5 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.
11 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.
4 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
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