Communication
171 results found
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Avoid email chains from appearing in @mention replies
The @mention feature should send an email to the user mentioned from a DONOTREPLY email address. The email should contain a button or link they can click on to reply. The objective here is to isolate the user's response from the body of the email chain so that it doesn't post the whole email chain into JobNimbus. Furthermore, Coming from a DONOTREPLY email address means that if someone tries to reply to the email directly by mistake, the user will be notified that their response was rejected and have another opportunity to submit their reply the correct way.
7 votes -
End-of-Day/Summary Report Email
I would like to have the option of receiving a summarized email of all the tasks my team performed with the results etc.
7 votesWe’ll definitely be doing this when we can! This is one thing we’ve wanted to do for a while. Thanks for submitting the idea!
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The ability to add the job number in the subject line.
The ability to add the job number in the subject line.
6 votes -
Email reply & sent is confusing and on same line.
The email received and the reply is on the same line instead of being separate for a line or other. It's really complicated for recipient and sender to follow the thread. I
6 votes -
Combine emails
Is there a way we can combine multiple @emails to a number of people within our organization without having to create them separately? For example, @johndoe @janedoe @cindysample and make this group of people 1 @ like @Purchasing.
6 votes -
Missed calls in Engage
Add missed calls to Engage to notification center.
6 votes -
Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
6 votes -
Send attachments in a text message
Include attachments (ie work orders) on a text message
6 votes -
Spell check!
I think that spell check and grammar check would be CRUCIAL in emails to the customer. I type Fast, and sometimes I may miss a letter, or may not have the proper grammar for certain sentences and second guess myself if it sounds professional.
I would LOVE the opportunity to have those apart of my services so I don’t have to copy and paste my templates to my Microsoft word to get that benefit before I send out a professional email that reflects directly on my business.
6 votes -
Reply All function to add in all recipient automatically
For the reply all function to pull in all the recipients listed on the email not just the primary contact.
6 votes -
Activity Notes and Email replies...
Please DISABLE function of replying direct from email in ACTIVITY NOTES... and force all to use the BLUE BUTTON called "VIEW NOTE" in the actual email itself...or please disable all the verbiage that populates in the notes section unnecessarily when someone chooses to reply in the email instead of doing this properly :-)
6 votes -
Adjust time of day Daily Notifications are sent
Would like to have the opportunity to adjust the time of day that my Daily Digest Notification is sent out. ie, 6 am as opposed to 4 am. I get so many emails that these are difficult to find some mornings.
6 votes -
Upload Video to Email Template
We would like to add a short "introduction video" of each of our salesmen to our "welcome email".
6 votes -
Incoming client emails should be auto captured and added as a note instead of having to forward it in.
Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.
6 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 this5 votes -
Hyper Link to Job/Contact Records in Emails
all emails contain a link to take you to the referenced job or contact. This seems like a huge oversight that its not already a feature
5 votes -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
5 votes -
Recall sent email messages
Recall email messages that were sent by accident
5 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
5 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
5 votes
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