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JobNimbus Feedback

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Communication

184 results found

  1. Automated email attachments

    I would like automated emails to have the ability to include attachments from the job file. For example, I use about 6 different purchase orders at different stages of each job. If I uploaded each purchase order as it's own "attachment category" then it would be nice to have an automated email sent at different stages and automatically include the job specific purchase order that is uploaded to it's own unique attachment category.

    6 votes

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  2. 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

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    0 comments  ·  @mentions  ·  Admin →
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  3. 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

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  4. 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

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  5. Out of Office Automatic Text Reply

    Ability to set schedule for out-of-office text and email replies. Example: a text/email is received between Friday 5pm and Monday 8am: an auto-reply advises sender that the office is closed and will reopen Monday at 8am, which is when we’ll reply to the message.

    5 votes

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    1 comment  ·  Text  ·  Admin →
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  6. 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

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  7. 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

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  8. 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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  9. 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

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  10. 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

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  11. 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

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  12. 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

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  13. 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

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  14. 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

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  15. Quick Reply Button

    a quick reply function for emails in the notification center (notes too)

    4 votes

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  16. Subcontractor text notifications

    a feature to when I tag a subcontractor that it will send a text instead of an email

    4 votes

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  17. 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.

    4 votes

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  18. 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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  19. 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…

    4 votes

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  20. 4 votes

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