Skip to content

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

171 results found

  1. 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.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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.

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Upload Video to Email Template

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

    6 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. 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

    17 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. @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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. 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…

    73 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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.

    34 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. 35 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  @mentions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. 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.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    14 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Out of Office Automatic Email Reply

    Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.

    Thank you!

    39 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. a company message board - messaging system

    We'd love to have a communal board for all of our team where we could post company-wide or sub-group messages and notifications.

    Integrate a Slack-like feature.

    20 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Integration with virtual phone - VOIP

    We use a virtual cloud based phone system. All of our communications are from individual phone numbers but the outgoing calls through the phone system all show the company number. I would love to see some sort of integration ability to be developed that allows the phone to push it to the virtual phone app.

    12 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Phone  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. Removing "Re: [JobNimbus]" from every reply through Gmail

    Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.

    If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please

    19 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. More than one email address per contact

    I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.

    23 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. JobNimbus Email Forwarding Address

    At present, it appears the Jobnimbus email can only forward to one email address. It would be nice if adding a comma after the first would allow our clients to add more than one email forwarding address.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Communication

Categories

Feedback and Knowledge Base