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

  1. Improved Share / Client Portal

    Hey team,

    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! :)

    54 votes
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    10 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →

    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 ????!

  2. Ability to Access Company Documents On Contacts/Jobs & When Emailing

    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.

    51 votes
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    Viewed  ·  19 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Team Chat

    Have onine chat system so I could chat with al my team contacts even if they are not in the office. Just like MSN or live chat on Facebook, it would be nice if I could chat with anyone online who is on my team or contacts list from the office/company. For example, my boss lives in Edmonton so if we were both logged in then we could chat live if we need anything or if we are working on a file at same time.

    47 votes
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    8 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Email Signatures

    This should be as easy as taking the contact information from the user and dropping HTML code to pull that info from the database. The user would have a checkbox option to include signature, which would be selected by default.

    35 votes
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    8 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.

    Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.

  5. Text Message (SMS) Notifications

    Many other CRMs and Project Mgmt software have the ability to choose SMS text messages as a form of delivery. This allows those in the field to get the message instantly without having to log into the mobile app or their email.

    32 votes
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    8 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →

    Update: Mobile 2.0 allows you to send text messages on a job or contact and captures those messages inside JobNimbus as a note. This can help to achieve similar results, though not automated just yet.

    You can turn on Push Notifications to get notifications sent right to your smartphone or tablet. It’s better than email for some team members and better than texts since it can go to every device regardless of the SIM card (or lack thereof).

    To turn on push notifications for your team members, check out the tutorial on our blog: http://www.jobnimbus.com/blog/2016/03/08/how-to-set-up-and-receive-push-notifications/

  6. Email from our own domain

    We seem to be having a lot of customers complain that they do not receive our estimates or emails. Often, we can coach them through searching for it or checking their spam folders. But in certain circumstances, this turns up nothing even though the emails are marked as "sent" in JN.

    If we download the estimate and resend via our own email service (gmail with our own domain, in our case) they have no trouble. Could we have an option to send our emails with our own generic email address as the "sent from"?

    28 votes
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    7 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    This is somewhere we want to go. In the meantime, delivery, open, click, and spam rates have remained steady for a while and we haven’t noticed more issues than previous. We will try to work towards adding a full email integration, but in the meantime downloading and sending from your email address and using the BCC for your JobNimbus email can help mitigate these issues when they arise.

  7. Copying in on JN emails (CC, BCC)

    CC on an email when sent out of NImbus. As the moment you can send to more than one individual but not cc. This would be useful as you can copy in customers, insurance adjusters, property managers, and more on email correspondence about a claim inside JN.

    25 votes
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    Viewed  ·  7 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Push Notifications for Desktop

    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.

    24 votes
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    Viewed  ·  2 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Notifications Center

    A unified place for @Mentions, related activity, new assignments, and more.

    "When I'm mentioned, I get an e-mail. That's great unless I don't check my e-mail. It would be nice when I'm in Nimbus to have all of the @mentions with the associated information listed in a box on the dashboard."

    19 votes
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    Planned  ·  3 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. Notifications Tab

    It would be awesome if there was a notification tab (maybe there is but I'm missing it?). Email and push is great but often I need to come back to a @mention or other notification later but can't. The notification tab would have all notifications with markers next to those that have yet to be checked.

    18 votes
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    Viewed  ·  7 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  11. Email inbox - an Email Tab to view emails sent and received

    It would be so helpful to be able to view all the emails sent in one location, instead of having to track it by each job/client. I could imagine a tab on the left that shows all the emails sorted by most recent, where you could also view if someone replied.

    13 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Form Field in Subject Line of Email Templates

    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)

    12 votes
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    Viewed  ·  4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Deep Links in Mobile for Email Notifications

    Ex. When I get an email notification of a new lead on my phone, I would like clicking on the contact links to take me to the mobile app instead of the desktop version of the website. If it's difficult to differentiate, perhaps the option of placing mobile-app specific links would be a good solution.

    11 votes
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    2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Live Support Chat

    I would love it if you guys had a live chat feature!!

    11 votes
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    Viewed  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. People Picker in "Other Contacts" Field When Sending Email

    Make the other contacts field a lookup field so we can email team members easily.

    10 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Email Notifications within JobNimbus

    JobNimbus is so great at handling emails to customers and their replies, that I'd love to bypass our own email service entirely. Going along with the ability to reply directly (as per another thread), it'd be great if there was a way to choose where you want to see emails.

    One method might be that emails replied to and sent back to JN would show up like a task (or perhaps have their own Dashboard area) that could be customized (customer, job, subject, attachment icon, date/time, reply, assign (to another JN user) etc.

    This could make managing the email funnel…

    10 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email Integration Extension for Chrome/Gmail

    Email integration through an extension in Chrome/Gmail to allow emails to easily be attached to a contact by searching for the contact by name through means of a drop down menu button within the external email browser.

    This would eliminate the need to forward emails by means of subject line editing and forwarding to the JN email. Our customer have expressed that are confused as to who the email is coming from when a few of our personnel are replying through JN--as these replies us the same JN email, not our individual email addresses.

    10 votes
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    Viewed  ·  5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Setting To Automatically Attach Certain Attachment Types on Email Templates

    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.

    9 votes
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    Viewed  ·  3 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Subcontractors Option When Sending Email

    I think a great when creating a note-email to have the option to choose the subcontractors for each Job to send an email

    9 votes
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    Viewed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Track when a client opens estimates and invoices

    notifications when a lead or client opened a sent estimate or invoice. I currently use Joist App just for that reason

    8 votes
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    Viewed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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