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JobNimbus Feedback

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Communication

158 results found

  1. Drag an email into a Job

    It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  2. Email replies and email templates in Jobnimbus

    Email replies with email templates erase the subject line in email. it would be nice if I had the option to retain the original subject line without having to copy paste this as i do now.

    14 votes

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    1 comment  ·  Email  ·  Admin →
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  3. Adjust time of day Daily Notifications are sent

    Would like to have the opportunity to adjust the time of day that my Daily Digest Notification is sent out. ie, 6 am as opposed to 4 am. I get so many emails that these are difficult to find some mornings.

    4 votes

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  4. Select any email contact from list

    Please, please, please, give us the ability to select from all of our contacts when sending an email. It seems ridiculous to me that this isn't an option.

    17 votes

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    5 comments  ·  Email  ·  Admin →
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  5. Subcontractor's email address added to recipients in Note

    I want to be able to see a subcontractor's email address alongside the assigned team member's email addresses after assigning the subcontractor to the Contact, that way I can email the sub without relating them to the Contact.

    8 votes

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    2 comments  ·  Email  ·  Admin →
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  6. Should not have to ask customers to hit "Reply All" on emails

    My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.

    12 votes

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    0 comments  ·  Email  ·  Admin →
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  7. Complete Email Overhaul in JN

    We all know that the email in JN is horrible. It just needs a complete overhaul period. Either that or a full integration with Gmail or Outlook. The email is barely functional at best. I need to be able to add an attachment to a template, change font size, change font, change font color, add background color to highlight something, basic things that every email has except for Job Nimbus email. Make it more like a real email with the subject line at the top where it belongs, when I select "send an email" when I am within a contact…

    30 votes

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    0 comments  ·  Email  ·  Admin →
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  8. Multiple email addresses in the main email field?

    Sort of related to having more than one active email field...but I just came across this while integrating with QuickBooks.
    We have several clients for which we have 2 email addresses in the field (separated by a comma), and when we email their invoices to them, it goes to both emails automatically.

    When updating a contact record that had 2 emails from QuickBooks, I had to remove an email address to be able to save it because it only allows one.

    7 votes

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    0 comments  ·  Email  ·  Admin →
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  9. Make custom email fields fully functional

    Add an option to custom job fields to indicate if the field we've created is an email address; so that JobNimbus will let us select it as the recipient address when sending an email from the Job.

    7 votes

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    1 comment  ·  Email  ·  Admin →
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  10. Upload Video to Email Template

    We would like to add a short "introduction video" of each of our salesmen to our "welcome email".

    5 votes

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    2 comments  ·  Templates  ·  Admin →
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  11. Allow for mentions to be used in descriptions for attachments

    I would like o be able to tag someone with an @ mention inside the description of an attachment or photo

    14 votes

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    0 comments  ·  @mentions  ·  Admin →
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  12. Ability to adjust line spacing on document templates

    I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.

    13 votes

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    0 comments  ·  Templates  ·  Admin →
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  13. Ability to add documents to email templates

    I want to be able to create an email template that contains several documents within it, That way when the customer receives the email, they can click on each document to pull them up to review it, print it, sign it, etc.

    30 votes

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    2 comments  ·  Templates  ·  Admin →
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  14. @Mention Report

    It would be really convenient if there was a report on my dashboard where I could see and acknowledge @mentions. Having to go through my email or mobile app is really cumbersome.

    30 votes

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    1 comment  ·  @mentions  ·  Admin →
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  15. Avoid email chains from appearing in @mention replies

    The @mention feature should send an email to the user mentioned from a DONOTREPLY email address. The email should contain a button or link they can click on to reply. The objective here is to isolate the user's response from the body of the email chain so that it doesn't post the whole email chain into JobNimbus. Furthermore, Coming from a DONOTREPLY email address means that if someone tries to reply to the email directly by mistake, the user will be notified that their response was rejected and have another opportunity to submit their reply the correct way.

    7 votes

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    1 comment  ·  @mentions  ·  Admin →
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  16. Incoming client emails should be auto captured and added as a note instead of having to forward it in.

    Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.

    6 votes

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    0 comments  ·  Email  ·  Admin →
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  17. Mass emails to entire customer base, or customize-able groups within the database.

    I used to work in car sales, and our CRM was a bit more complex than job nimbus, but at a higher cost for the dealership to use. That being said, the CRM admin/Internet Manager could send out mass emails using the existing customer database. They could send a mass email to the whole list, or pick out certain criteria for a targeted email blast.

    It would make JobNimbus a far stronger competitor if this could be incorporated into its abilities. In our case, we are a roofing company. If we could customize a mass email blast to target, for…

    70 votes

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  18. Ability to type personal message when emailing invoices

    When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.

    32 votes

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    Viewed  ·  3 comments  ·  Email  ·  Admin →
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  19. 33 votes

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    Viewed  ·  2 comments  ·  @mentions  ·  Admin →
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  20. Replies to automated emails

    When someone replies to an automated email the reply is just added to the customer/job from which the automation initiated.

    It would be great if the replay was also sent as an actual email to preferable the Sales Rep or Admin.

    9 votes

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    Viewed  ·  0 comments  ·  Notifications  ·  Admin →
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Communication

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