Communication
213 results found
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Engage - Show the assigned person in the dropdown of Engage texting numbers
If an Engage phone number is assigned to a designated user, I would like to see that user next to their number. If I'm initiating a conversation as "X" salesman, I'd like to be able to select his number to initiate it so that is the number that will later be used for automated Texts that come from "X".
I have to keep a piece of paper at my desk right now but that doesn't help when I'm contacting a new prospect from my phone in the field or at home.
If I don't select the correct phone number, then…3 votes -
Populate Supplier Emails when Sending
Currently when starting an email, it won't auto-populate subcontractors emails unless I'm on my phone app. Please provide for this to pop up so we don't have to toggle back and forth.
3 votes -
3 votes
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Templates for Each Note Option
We need the ability to add a full template to each note option. For example, when you select from the drop down, we would have an option for "NEW LEAD" and then in the note section a template would populate to fill out with an outline of what information needs to be taken and questions to ask.
3 votes -
3 votes
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Read Receipts on Sent Texts
Would like to see when a text message is Delivered vs Read. This helps us to avoid wasting time chasing leads that are ignoring our communication and lets us hold everyone accountable.
3 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
3 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 votes -
More push notifications
There should be a way to set up push notifications for when a customer opens/views/signs an estimate.
3 votes -
Give the customer a denial option!
There should be an option for the customer to decline the estimate if they decide to go that route because then we could set up an automation to exclude them from follow-up emails. I know as a consumer it's annoying when you tell a company no and they keep bothering you with emails (whether it be automated or not!) so having that as an option would be awesome!
2 votes -
Easier access to insurance/adjuster email address and claim number
When sending a new email to insurance, it would be nice to be able to have the emails for adjuster and insurance as an option and not just the customer's email. It would also be helpful to be able to access the claim number maybe in a drop down for the subject line. Currently I have to have more than one tab open to copy and paste these bits of info
2 votes -
Modify Estimate Sent Notification Email to Sales Rep
Estimate notification emails are currently indistinguishable between a signing request and the alert that it's been sent. It would be helpful if it was different enough that the Sales Rep or sender of the estimate don't attempt to sign it accidentally
2 votes -
Base task time template field off of the locations time zone
Currently the template field {{TaskTimeStart}} in our email template shows the customer their appointment time in MST because that's what our time zone is set to in our general settings. However, we have a CO and a TX location. So this is confusing for our TX customers. Can the task time template field be based off of the customers location or off of the company location?
2 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Payments - Flexible Payment Option Configuration by Service Type
Summary: Please update the payment feature to allow administrators to select which payment types (debit, credit, ACH) are available for each service or invoice category, rather than a single on/off toggle for both credit and debit cards together. This will provide the necessary flexibility to optimize payment acceptance and compliance across different business units.
Current Limitation: Currently, JN's payment module only allows us to enable or disable credit and debit card acceptance as a single, bundled option. This restricts our ability to tailor payment methods by service type, as we cannot offer debit card payments for some services and not…
2 votes -
Control Emails Associated with Client Response
JN User would like to be able to control the emails that are pulled in by the JobNimbus system when a client replies all to an email. Currently the system pulls any emails in the reply to be apart of the conversation.
2 votes -
Need Ability to Select Which Email Sends an Automation
The replies to our automations are not going to the correct recipients. Adding this feature would ensure that the correct person receives the reply to the automated email.
2 votes -
Customize Built in Emails from JobNimbus
It would be awesome to be able to control how a customer sees email messages from JobNimbus. For example, instead of the subject line showing [company name] sent you a quote, it would be nice to be able to set it to [sales rep] from [company name] sent you a quote.
Just more options to control what goes into the automated emails
2 votes -
2 votes
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