Communication
39 results found
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Text Pictures
I would like to be able to text images with Engage.
1 vote -
5 votes
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Engage Photos
Customers are able to send us photos, but we are not able to send any photos though the platform. It would be nice to be able to do this. Additionally, when customer send us photos through engage, we can't save them to the phone or the customer contact profile.
3 votes -
Texting using Sales Rep first name only
When sending a text using engage, allow for the use of the Sales Rep's first name, rather than their full name all the time
2 votes -
1 vote
User default number is available in Engage
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Text from desktop
I'm on my computer way more than my phone, I'd like to be able to text my clients from my desktop.
Ideally, I'd like to add another person to the text thread for visibility.3 votes -
SMS capability in JobNimbus
The ability to send SMS through JobNimbus.
1 vote -
Text from desktop options
Have the option to text our clients from the desktop version a lot of people prefer to have text contact as opposed to email or phone. Also, when they are speaking with people from the office they do not want their phone # tied to the text.
14 votesCheck Out Engage in JobNimbus to get texting!
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Ability to send text via automation
Ability to send texts with automation would be nice too. Like appointment reminders and new customers, etc. acculynx does this
4 votesEngage has automated text messages
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(Contact #1234) Shouldnt be in the subject line of an email
(Contact #1234) Shouldnt be in the subject line of an email.
Instead, it should be more personal and should have the customers name.
"Jane Doe, Thank You for being our customer!!", Not CONTACT 1234, Thank You for being our customer.__________Sent Estimate 1234 for you to SIGN
When sending an estimate, it should say "(Company Name) I.e. Joes Roofing, sent you Estimate 1234 for your review. In the bottom where it says to sign as well, that should also be eliminated. Its too aggressive.I sent a mockup email to myself to test out what these emails look like when…
38 votesAs of 10/31/23 this request has been completed. Emails no longer have the contact or job number in the subject line
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Embed subject tagging
Currently subject tags on emails are on the subject line which is vulnerable to have it changed by the recipient and then the email reply does not attach to the contact record. It would be best to have this subject tagging embedded to avoid this issue.
2 votesEmail tagging is now in the body of the emails created
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Email Notifications
Get a notification that their client replied to the emails that were sent out. Just like you do when an estimate is signed.
Example: At the top of JobNimbus have a blue banner saying " you got an email reply from contact #/Job @"
8 votes -
Write an email from financials tab
When you click the 3 dots to email an estimate or invoice in the financials tab, we should be able to write an actual email instead of a generic message like "Here is your estimate...". Looks unprofessional and also only puts "Thank you, name" No real company signature populates!
15 votesNow when emailing from an estimate or other financial documents you are able to edit the email including the subject line.
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Be able to create a template from an existing estimate
It would be nice if we could take an existing estimate from one customer and save it as a template so we could use it again and again. Right now you have to type everything over from scratch.
3 votesThis was improved several month ago. You can now save any estimate as a template.
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Zoom on Photos!
I can't believe we still can not zoom on photos!
4 votesThis is now available in our new mobile application which is available in a week or two.
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JobNimbus @mentions Notification Issue
I know JN changed email providers/services after the 1st of the year. This has made a huge negative impact on us, the end users. When we @mention someone, the email notifications have just stopped. I spoke with JN Support who advised there was a major issue with the email automation system since the switchover. This really slows down productivity and effectiveness of using JobNimbus.
JobNimbus, when will this major issue be resolved?
1 voteEmail issues have been resolved and it @mention notifications are running as expected.
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1 vote
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Arrange the email tab in contacts/job to be consistent with industry standards
Currently when choosing to email a contact from their contact card, the first thing that populates is the text field of the email. We often times forget to input the subject line because it is underneath the text field. It would be more beneficial if the email box was laid out like a traditional email . First selecting which contact we are sending to then the subject line and finally the text that is going to be input into the body of the message.
6 votesemail subject line is above the text field
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We need to be notified when email is received. We need to have the option for texting automation or texting from the desk top.
We need to have the options of sending and receive texting via desk top. A lot of our customer preferred texting. Have the task text to you. For tracking email we should receive a text with a notification.
12 votes -
Ability to Send Appointment Confirmation with Date and Time
It would be highly beneficial to be able to pull the appointment time into an email template. Currently you can only pull in the date, not the time; so it is not plausible to send an automated appointment confirmation.
1 vote
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