Communication
173 results found
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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 this9 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.
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 -
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.
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 -
@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 -
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 -
Forwarding Emails
Would like to add more than one email to the forwarding setting
7 votes -
Draft option for emails
When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.
7 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!
7 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.
7 votes -
Be able to choose the Sender on Automated Emails.
The ability to choose the sender on automated emails rather than, it defaulting to the company @jobnimbusmail email.
7 votes -
Store Frequently Used Email Addresses
It would be beneficial to have an area that we can store frequently used email addresses within our account. These would be emails that we use regularly in the Other field when sending emails to avoid having to manually enter them every time.
7 votes -
Drag an email into a Job
It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.
7 votes
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