Communication
149 results found
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Text and Call communication
Would help to have the app and your contacts on your phone integrated so if you received a call or a text from a homeowner and they were in JobNimbus as a contact, it would record that in activity. Also you can only see the first initial text that you send and not the whole correspondence. That would be helpful for the office staff to see all of the communication.
4 votes -
Email Activity
I think any email coming in or out needs to show up in the activity feed. Currently, there is no notification in the activity feed when I send out a material order. The notification for a signed document seems to be hit or miss as well.
4 votes -
Record and log both inbound and outbound calls
I would be great if we could have both inbound and outbound calls be logged to JobNimbus and also recorded.
7 votes -
Schedule Email Send Option
Since I tend to work late night on my JN accounts, it would be helpful for homeowners to receive an email first thing in the morning rather than midnight. If we had an option to delay the email to be sent, it would look more professional on our end.
11 votes -
Reply All function to add in all recipient automatically
For the reply all function to pull in all the recipients listed on the email not just the primary contact.
5 votes -
When manually adding email to job it would be hanly to be able to link in to specific conact
When we add email manually to a job we use not type “email from client” or “email from contact”. It would be handy to be able to use not type “email from” and then be able to choose a specific contact so when we look for certain email in future we can search from specific emails with contact not thru all emails received in that job
2 votes -
HTML emailing
Customer requested to have HTML capabilities at some point for emailing within JobNimbus
4 votes -
Email - forwarding and replying
Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.
4 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
@mentions have a received or checked feature.
The ability to have a received feature on @mentions so those that tagged know when the tagged person has viewed the tag.
7 votes -
When using email templates do not have them delete the existing text written.
When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.
4 votes -
Droplist of email addresses
It would be great if we could create a droplist of email contacts when trying to send email instead of typing in the email address every single time.
10 votes -
Ability to make email templates private/restricted
The ability to make email templates private to each individual user.
5 votes -
Be able to choose the Sender on Automated Emails.
The ability to choose the sender on automated emails rather than, it defaulting to the company @jobnimbusmail email.
5 votes -
Automated email attachments
I would like automated emails to have the ability to include attachments from the job file. For example, I use about 6 different purchase orders at different stages of each job. If I uploaded each purchase order as it's own "attachment category" then it would be nice to have an automated email sent at different stages and automatically include the job specific purchase order that is uploaded to it's own unique attachment category.
5 votes -
Automatic Email Replies
Customer would like to have a feature where automatic replies are possible in case they are out of the office.
8 votes -
Red Flag or Identifier to show when a customer sent in a new email.
WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.
11 votes -
When scheduling a sub, it should not be an automatic email.
When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.
5 votes -
chat portal
I think I have an Idea that will ***** the code to usher in trillions of dollars a year. Jobnimbus should develop a client based app for contacts (clients) to download on their phones/ & or an online portal to sign into, that will allow clients to communicate to personnel directly into their "contact". This chat feature should be accessed in the activity, documents, financials etc. bar. This will allow companies to properly document communications and manage promptness of communications. I know, its brilliant. Thanks in advance
2 votes -
Red alert dot notification on job boards or in contact boards.
Instead of getting 100 emails on notifications you can use this option to alert the single job or contact board with a red or whatever color you choose, that there is a note- message -email or whatever needs your attention that you need to look at.
3 votes
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