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 image2 votes
Job Nimbus would log incoming calls and prompt for a not like it does for the outgoing calls from he app.2 votes
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
Thanks for your submission. We’ll see what we can do to help improve this for you guys!
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
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
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 ????!
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
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!
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
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 email@example.com or call 855-964-6287.
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
Definitely something that would be very helpful! Thanks for bringing this up here. Please let us know if you see anything else we can improve.
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
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!
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
Ability to 'Star' some important notes so that they stay on top always.8 votes
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 option4 votes
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
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
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
We’ll definitely be doing this when we can! This is one thing we’ve wanted to do for a while. Thanks for submitting the idea!
Make the other contacts field a lookup field so we can email team members easily.16 votes
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
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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