Communication
171 results found
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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 -
Incoming Emails - assign/attach to a Job
Allow for assigning an incoming email to a job.
Currently I receive emails into JN but can not assign them to the appropriate job. This would be useful instead of remembering which contact sent the email to find said email.
3 votes -
Recurring Automations
Would love the ability to have automations be recurring (weekly, monthly, similar to a calendar option when making an appointment). I have several follow up emails sent to clients and sales reps based on how long a job or work order has been in a current status and would like to set those up to automatically send instead of having to create multiple different automations.
2 votes -
Engage - Job
It would be nice if Engage had a dropdown menu to with the associated contact that could take you to the associated job
2 votes -
show full title on engage text messages.
When on the desktop i can not see the complete tittle. On the mobile app i can premake text options and select the proper one but on the desktop i can not see the complete title.
2 votes -
It would be nice if there was a way to block spammers on Engage.
It would be nice if there was a way to block spam texters on Engage.
2 votes -
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.
2 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 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.
2 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Conversations with contacts
When I have multiple contacts with the same phone number I would like to be able to change the related contact. It always relates to the first contact, but I need to have it related to the contact that was most recently created.
2 votes -
Engage Sound Notifications
Logo would like to be able to set the sound notification for Engage texts to a different sound than the rest of his notifications.
2 votes -
2 votes
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When manually adding email to job it would be hanly to be able to link in to specific conact
When we add email manually to a job we use not type “email from client” or “email from contact”. It would be handy to be able to use not type “email from” and then be able to choose a specific contact so when we look for certain email in future we can search from specific emails with contact not thru all emails received in that job
2 votes -
A red banner on jobs that have urgent instructions or special cases
a banner that can be turned on with a message if there is an urgent piece of information or a last minute change to the job.
Example: we had a roof that was only supposed to be started if it could be finished by today. it was started late because someone was not aware and now the customer who did not want their house under construction when they had visitors will now host company with their roof torn off.
Bonus if there would also be a ping or maybe a board that listed all those in prgess jobs with urgent…
1 vote -
Voice to text
It would really help us be more efficient.
1 vote
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