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. @mention emails include contact on job emails

    At Present, when an @mention is created and the email is sent out; if it was from a Contact, the contact number is referenced and if its a job, the job is referenced; however, many users use Nimbus as Contacts and Jobs and some people follow the Contact or the Job; thus, it would be great if when there is a Job, the Contact could also be stated as in attached sample image

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. 2 votes
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    0 comments  ·  Phone  ·  Flag idea as inappropriate…  ·  Admin →
  3. The wording of "please Reply All" for hard coded email templates.

    When sending a document for a signature, the email sent is hard coded and cannot be edited. However, it does not specify Reply All and not all clients know to select Reply All and we do not know about all of our responses from clients because of it.

    2 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. @mentions should include Date of Activity

    At present, when @mentions go out we get the note but not the date the activity occurred. please add so when the email arrives it is available and prevents having to click over just to see because when we click over since no date given we land on the activity with no reference and have to start HUNTING for it/ looking for it hoping for a match.

    2 votes
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    Viewed  ·  1 comment  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  5. Improved Share / Client Portal

    Hey team,

    What I'm about to show you is top secret information. :) Thank me later.

    JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

    When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

    61 votes
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    13 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →

    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

  6. Inbox for Email

    Why in the world doesnt JobNimbus have an inbox? I'll trade that so-called dashboard in for an inbox any day. There is no way to look in jobnimbus and tell you have an email. At least add the email to the dashboard so it can be checked without having to go look in my email client first just to be told I was sent an email through jobnimbus. Please add this asap.

    9 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your submission! In all honesty, JobNimbus doesn’t have an inbox at this time because we wanted to get the email functionality in your hands first since building an inbox takes more time to develop.

    This is on our list, however, and we hope to build a great way for you to manage your incoming and outgoing messages in the near future!

  7. Automated Scheduled Email Campaigns

    We'd like the ability to tell Job Nimbus to send an email to a client... on a certain date, not just when status is changed, etc.

    4 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Thank you for your submission! With our focus being on the sales and project sides directly, we have elected for now to rely on services that are dedicated to email delivery that include double opt-in, subscription management, spam prevention, visual emails, list management, and more (things that would take our focus off making a great tool for our customers).

    You can accomplish this now by using our integration with Zapier. With this, you can send your client records out to MailChimp, Constant Contact, or another email service and prepare rich, visual emails that offer subscription & spam management.

    Here is a video that actually walks you through how to set up the Zapier integration: https://www.jobnimbus.com/blog/2017/11/27/how-to-email-campaigns-zapier/

    If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.

  8. Notifications for new attachments added to Share portal by non-users

    We would like the ability to be notified when a new attachment has been added to a shared job. We have found this to be a great way for our clients to upload specific documents like signed contracts and other documents to a job but have no idea when this is done other than checking from time to time. It would be nice if when a new attachment was added that an email notification was sent to the internally 'Assigned To' or 'Sales Rep'

    2 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Log Incoming Calls as Notes

    Can you get the JobNimbus feature to log incoming calls through my smartphone? It seems to log outgoing calls fine I just wanted to know if the reverse was true.

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

    As far as I’m aware, this is not a capability provided by either iOS or Android, which would be the restricting factor here.

    You can, however, always manually enter that call as a note, but I know that’s not incredibly convenient for you. There might be services that could tie into JobNimbus through our integration with Zapier to pull in calls.

    We’ll keep up with the latest advances in mobile OS’s to hopefully support this in the future!

  10. Push Notifications for Desktop

    I would like the option if the desktop JN had push notifications that came on the desktop in addition to notifications coming in email form.

    25 votes
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    Viewed  ·  3 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Starred Notes

    Ability to 'Star' some important notes so that they stay on top always.

    8 votes
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  12. Update Default Emails

    It's great we can build templates for these, however:

    1) We should be able to update the default so we don't have to bother selecting from a drop down (unless we decide to have multiple templates for one type of email, i.e. invoices)

    2) This isn't an option for sending documents, which is important to us as we email contracts to all clients.

    3) We should be able to update the subject line, and finally...

    4) I love the idea of adding a personalized message to the email as an option

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Use claim number as customer / job number. Allow us to change the job number

    This would be awesome for subject lines when sending an email so you can send emails to carriers and auto tag the claim in the subject line.

    It would eliminate having to uncheck the box that adds the customer/job number to the subject line.

    8 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to Access Company Documents On Contacts/Jobs & When Emailing

    At present, we can create an email and attach photos or documents, but when we need a Company document we have to upload it each time to each Contact/Job that needs this form also. If Company documents selection were enabled, it would be great.

    63 votes
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    Viewed  ·  21 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. 2 votes
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  16. 6 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. End-of-Day/Summary Report Email

    I would like to have the option of receiving a summarized email of all the tasks my team performed with the results etc.

    6 votes
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  18. People Picker in "Other Contacts" Field When Sending Email

    Make the other contacts field a lookup field so we can email team members easily.

    16 votes
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  19. Form Field in Subject Line of Email Templates

    While current email templates have form fields, which work very well, it would be nice if the subject line was also able to automatically generate when the template is used (and it use form fields)

    15 votes
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    Viewed  ·  5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Setting To Automatically Attach Certain Attachment Types on Email Templates

    When you create an email template, give the ability to automatically have the related job/contact attachment type attach to it without having to manually attach it once template created.

    11 votes
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    Viewed  ·  3 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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