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. 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 →
  2. 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!

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    26 votes
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    Viewed  ·  4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

    8 votes
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    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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.

    31 votes
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    Viewed  ·  12 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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 →
  10. 6 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

  11. 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 →
  12. 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 →
  13. Removing "Re: [JobNimbus]" from every reply through Gmail

    Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.

    If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please

    7 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. I wish JobNimbus had the ability to record calls and or text messages per client.

    I wish JobNimbus had the ability to record calls and or text messages per client. This way if an agent is in the field had to make or take a quick call it would record the notes based off of the number dialed to record the interaction. Additionally if a user takes a call and can't remember who they spoke with it would already be sourced per client number.

    2 votes
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    0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  15. More than one email address per contact

    I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.

    8 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. one click calling clients from within desktop

    Would be awesome if when working within the desktop version, office personell can click and call clients. Have no clue what it would take to make that happen, but JN does everything else-I believe you can do it! Thanks.

    4 votes
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    Viewed  ·  0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  17. 1 click emailing and Gmail Sync

    If you're familiar with Pipedrive, you can simply click 1 button and send an email to a client thru your Gmail account. You do not have to bcc someone with the yourcompany@jobnimbusmail.com tag for it to show up in your client history. That is a pain to have to do.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Track when a client opens estimates and invoices

    notifications when a lead or client opened a sent estimate or invoice. I currently use Joist App just for that reason

    8 votes
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    Viewed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Update Roadmap

    It would be nice to have a development roadmap available to users - to see if things we need are in the pipeline soon or not. Some of of the replies from you on suggestions made here were made over a year or so ago about a feature 'coming soon' yet it's still not available.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. JobNimbus Email Forwarding Address

    At present, it appears the Jobnimbus email can only forward to one email address. It would be nice if adding a comma after the first would allow our clients to add more than one email forwarding address.

    2 votes
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