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JobNimbus Feedback

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Communication

171 results found

  1. 2 votes

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  2. 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

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    1 comment  ·  Email  ·  Admin →
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  3. 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

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  4. More push notifications

    There should be a way to set up push notifications for when a customer opens/views/signs an estimate.

    3 votes

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  5. 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.

    6 votes

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  6. 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.

    8 votes

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  7. 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

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  8. @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

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  9. Forwarding Emails

    Would like to add more than one email to the forwarding setting

    7 votes

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  10. 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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  11. Customer communication inbox

    JobNimbus should have a notification Center per user like a inbox that lets us know we have had incoming emails, communication or responses from any clients or internal notes/ mentions. We Should not have to go into customer each individual to check for email or communication.

    76 votes

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  12. Email template fields options

    In the email template fields in settings, when we want to add a material date and a task date directly from a job we have to create custom job fields. We would like the option to select 'Most Recent Material Order' from the jobs portion of the drop down, as well as 'Most Recent Task' from the job drop down.

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  13. Preview Attachment details before sending of email

    When I send an email through the Activity main page and add an attachment, I would like to click on the attachment to verify the details. This would be very beneficial and provide some peace of mind.

    5 votes

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  14. Be able to add PDF's to email templates for automations

    We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.

    13 votes

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  15. Newsletter Feature in JobNimbus

    We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.

    5 votes

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  16. Change the time when Email Reminders get sent out

    Every morning we get an email reminder about our JN tasks. We get this email at 4am every day. There should be a way to change this time to at least 7am.

    4 votes

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  17. Draft option for emails

    When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.

    7 votes

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  18. @mentions have a "Like" or "Seen" function

    I'd really like to have a "like," "seen," or "thumbs up" feature available for when a person is tagged/@mentioned in a note. This way when I @mention them in the note, I don't have to verbally follow up with them to ensure they saw my @mention.

    56 votes

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    6 comments  ·  @mentions  ·  Admin →
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  19. Add Hyperlink to Templates

    Add hyperlink to an email template that can direct you to the Job.

    4 votes

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  20. Google Mail integration

    The ability to integrate with Google Mail/Google Workspace.

    8 votes

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