Communication
184 results found
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Be able to add PDF's to email templates for automations
We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.
14 votes -
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.
14 votes -
When customers e-sign estimates, send me a notification (email, in-app)
When cusutomers e-sign estimates, send me a notification and/or email so I know it has been signed.
13 votes -
Client Portal: The Solution to Better Communication
Client Portal: The Solution to Better Communication
Hey yall! I’m AJ, a 21-year-old contractor managing 280+ clients in Louisiana, and now, with hurricane work in Texas, I’ve added even more to my plate. The biggest struggle? Keeping clients updated without drowning in back-and-forth communication.
My idea: a Client Portal in JobNimbus. Let clients log in, view their project status, documents, photos, and updates—instantly. No more chasing updates. It’s transparency and efficiency in one place.
This would be a game-changer for managing hundreds of clients while keeping them happy and informed.
If you agree, please vote to make this13 votes -
Forwarding Emails
Would like to add more than one email to the forwarding setting
13 votes -
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.
13 votes -
Mass/Blast Texting through Engage
The ability to send out mass texts.
12 votes -
Droplist of email addresses
It would be great if we could create a droplist of email contacts when trying to send email instead of typing in the email address every single time.
12 votes -
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 -
Add activity when call is placed from RingCentral on Desktop
Please carry over the feature within the Mobile App to the Desktop version of JN that automatically leaves a timestamp of the call with an option of leaving a note.
See upload file for Mobile example.
11 votes -
Make a Payment Button in Body of Email
I would like to have the 'make a payment' button that appears on the invoice when using JobNimbus Payments to also appear in the body of the email.
11 votes -
Mailbox for @jobnimbusmail.com email, or more forwarding options
There should be a way to check email coming into the @jobnimbusmail.com address. sometimes emails don't forward properly to the forwarding address, and I would like to be able to somehow see all the mail in that mailbox. Either a mailbox type view, or more advanced forwarding options would be great.
11 votes -
Choose who gets reply notifications
It would be great if we could choose what users should get reply notifications. As of right now, only the sender receives notifications when a contact replies to an email.
11 votes -
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 -
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 -
Google Voice Integration for calls
Allow the option to choose how you want to make a call inside the app
11 votes -
Customize signature request emails
I would like to have email templates (that I have created) to choose from when using the Add Signers feature.
10 votes -
Text from Contact/Job Record
I want to be able to text from the contact or job without having to go back and forth between the Engage tab.
10 votes -
Ability to Save Emails as Draft
When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.
10 votesWe're working on drafts for emails on the new Jobs experience now, along with a brand new email compose window complete with more controls, formatting options, minimize/maximize, and more.
Stay tuned, this is gonna be good!
-Brad Hodson, Product Experience Architect
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In app chat
Would love a function where we can chat live within our company. We have several locations and the notes/@ function just clogs up emails and is not seen. If there was a feature to have a messenger type function that would make communication easier between companies and our guys/ladies in the field.
10 votes
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