Communication
161 results found
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Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Email formatting options
allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!
10 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
4 votes -
Internal Chat Feature
An internal chat feature for the team to use. A chat feature that can allow people to talk within the company that doesn't have to be tied directly to a job or contact. Even having the ability to create groups of people would also be nice as a way for teams within the company to discuss issues or updates in real-time. Imagine a sales team chat to help with sales objections or answering questions where seasoned sales people can aid new salespeople. Or a group for specific internal events or competitions.
20 votes -
Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
11 votes -
Convert notes to tasks
I would like the option to convert notes that include @mentions to a task assigned to those team members that are mentioned
3 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
5 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
5 votes -
2 votes
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Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 votes -
Respond to customer reply notifications and have it delivered to the customer automatically
When I receive a notification from JobNimbus that a customer has replied to a message I sent, I want to be able to reply to that notification, and have my message delivered to the customer as well as sent to the JN account without having to add the customers email address in the CC field
4 votes -
More push notifications
There should be a way to set up push notifications for when a customer opens/views/signs an estimate.
3 votes -
Spell check!
I think that spell check and grammar check would be CRUCIAL in emails to the customer. I type Fast, and sometimes I may miss a letter, or may not have the proper grammar for certain sentences and second guess myself if it sounds professional.
I would LOVE the opportunity to have those apart of my services so I don’t have to copy and paste my templates to my Microsoft word to get that benefit before I send out a professional email that reflects directly on my business.
5 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
7 votes -
Choose who gets reply notifications
It would be great if we could choose what users should get reply notifications. As of right now, only the sender receives notifications when a contact replies to an email.
11 votes -
@metnions visibility
Should be able to see the @mentions on the desktop version like a feed where the tasks are. I can turn on and off Contacts, estimates, invoices, My tasks, there should be an option to see @mentions and then clear them after you have read and taken care of it.
8 votes -
Forwarding Emails
Would like to add more than one email to the forwarding setting
7 votes -
Desktop push notifications
I love how the new app shows push notifications "Jim has mentioned you on Client's file"
Can we get that feature within desktop as well? The current activity tab shows what changes I have made to files and that is useless to me. I need to know what is being asked of me from others at a quick glance.4 votes
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