Communication
183 results found
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Customize Email Notification Subject for NSE Estimates
Change the email header subject for documents coming from NSE so that they don't all say a quote was sent to the customer, but be able to specify what type of document is being sent.
5 votes -
Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
5 votes -
Text Signatures
I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.
5 votes -
Reply to @mentions via email
Add the ability to reply to @mentions by replying to the @mentions email notification instead of having to go into JobNimbus to do so.
5 votes -
Email Notification Changes
I would like to make a suggestion regarding the way customer emails come in from Job Nimbus. It is far too easy to get the notification of a job nimbus email and by the time you scroll to the bottom, it's not obvious that it's a job nimbus notification and if you're even a tiny bit distracted or busy it's very easy to accidentally reply from your email, which ends up looking like you've responded to the customer but in actuality you've just emailed job nimbus, and it's only apparent when you click on the view thread button in the…
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 -
Respond to customer reply notifications and have it delivered to the customer automatically
When I receive a notification from JobNimbus that a customer has replied to a message I sent, I want to be able to reply to that notification, and have my message delivered to the customer as well as sent to the JN account without having to add the customers email address in the CC field
5 votes -
Newsletter Feature in JobNimbus
We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.
5 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
When scheduling a sub, it should not be an automatic email.
When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.
5 votes -
Engage Notification takes you directly to the conversation the notification is for.
When you get an Engage notification and click on it, it will not take you directly to the conversation that the notification is for. Instead, it will take you to the assigned conversations you have, and you have to scroll through them to get to the conversation.
4 votes -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
4 votes -
Add Email Tokens/Template Fields
Add the ability for:
- "Sender Image"
- Assignee Information
4 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
4 votes -
Email Opt Out Checkbox
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
4 votes -
Change Who Automations Show the Email Being Sent From
Emails sent via Automation show the company name as the sender before opening the email. Would like to be able to change who it shows as being from based on the automation or the email template.
4 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
4 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
4 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
4 votes -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
4 votes
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