Communication
184 results found
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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 -
Use existing subject when replying to an email with a template
Keep/maintain/use the existing subject line when replying to an email with an email template.
Currently users have to copy the existing subject to their clipboard before selecting the template, then paste the original subject back in after the template has overridden it.
10 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
9 votes -
Record and log both inbound and outbound calls
I would be great if we could have both inbound and outbound calls be logged to JobNimbus and also recorded.
9 votes -
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.
9 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
8 votes -
@metnions visibility
Should be able to see the @mentions on the desktop version like a feed where the tasks are. I can turn on and off Contacts, estimates, invoices, My tasks, there should be an option to see @mentions and then clear them after you have read and taken care of it.
8 votes -
Google Mail integration
The ability to integrate with Google Mail/Google Workspace.
8 votes -
Notification flag displaying the number of unread messages on both the desktop and mobile app
A simple notification flag showing the number of unread messages would be extremely helpful to prevent @mentions and new notifications from being missed. Most apps that facilitate correspondence are using them. (Think imessage or the default email app icon that's on the home screen of your phone). Notification settings, such as banners and sounds, aren't sufficient for staying on top your correspondence. This flag should also live at the top of the page inside the desktop version.
Thank you for a great product!
8 votes -
Create a note section in Activities section
Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.
8 votes -
@mentions have a received or checked feature.
The ability to have a received feature on @mentions so those that tagged know when the tagged person has viewed the tag.
8 votes -
Internal Messaging/emailing system within system with employees
Having a messenger or email system to talk to our employees directly out in the field would be super helpful. We have several locations and this would be amazing. Sometimes they cannot get calls or texts but Jobnimbus works for them and getting a message to them or a mass one to all employee ( or those chosen) would change the game forus.
8 votes -
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 -
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 -
Allow embedded videos in emails
Create the ability to embed a video into an email. For example, on a welcome email it could be a video of our owners thanking them for working with us and a short introduction. I think an embedded video would perform much better than a hyperlink that most people won't click on.
7 votes -
Ability to add Subcontractors to Text Automations
Can "Subcontractors" can be added to the list of people that we can send a text message to in Engage? I was trying to create an automation that sends our Subcontractor a text message, but they are not an option to select. Currently there's only Assignee, Sales Rep, Customer, or a specific team member.
7 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
7 votes
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