Communication
178 results found
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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 -
CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
1 vote -
Make a public API endpoint available for Engage
We need to make this available to the business owners. It is crucial that we not only have the option to automate text messages, but have the ability to connect to AI. Some business owners like me miss out on opportunities to answer clients text quick enough and we should capitalize on this.
1 vote -
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.
1 vote -
Email templates
Add token for image of email creator and assign to rep. Like the {{salesrepimage}}
1 vote -
1 vote
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Update Note Categorization or Deletion
With other CRM's that I've used in the past, it was really easy to change the relationship of an internal note, or change the relation of the note to a contact. I would like to see in the "Activity" section either the ability to be deleted, or change the "related" section to "example (contact)" to "example (job)" so that I don't have to delete the content of a note and move it manually.
1 vote -
Separating Email Threads
Having Separate Email threads for each job instead of a mashup of activity threads for multi project profiles would be a game changer. So difficult to sift through and find old emails for specific jobs.
1 vote -
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 -
Lead Source required in Contact Field
Ability to make the lead source a required field to complete the contact. Similar to the contact fields with an options list. Training is good, but a required field is better for accurate reporting.
1 vote -
Payments - JN must obtain client consent before enabling features like payments.
Payments - JN must obtain client consent before enabling features like payments. This should always be discussed with the client in advance on the clients CRM account.
1 vote -
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…1 vote -
Reporting-Status and Stage movement time/date stamp for each job
Ability to create a report that time stamps when a job moved into a new status and show all status for that job. Not just current status, but historical data on all status and stage of 1 job. So you could see when each stage and status historically. The ability to look back at a job and see how when it moved and how long it was in each status. This is a basic lookback reporting function. Current report options shows count or all jobs in a particular stage or status.
1 vote -
Email Send Time Limitations (Like Engage Texts)
Wants it to be possible to set up emails like text where they don’t go out between a certain time ie. (9pm and 7am).
1 vote -
Additional Email Statuses (Read, Unsubscribed, etc.)
The logo would like to have the ability to receive a read receipt when they send an email via JobNimbus.
1 vote -
Adding a "resend" estimate button to JobNimbus
The logo requested the addition of a button to resend an estimate for signature. He wants another notification email to be sent when this button is clicked prompting the customer to sign the quote.
1 vote -
Need all the same functionality for documents as estimates
Need documents to have all the same options and functionality as estimates. We send estimates/proposals first and then if the homeowner approves, we send a separate contract which your system can only do as a document. This doesn't really make sense. We also have to embed the estimate into the document which looks awkward instead of being able to populate the same info that the estimate does like products and services etc. And, because of this we can't set the same automations or form settings on both. They should be interchangeable.
1 vote -
Next Year Condition
In the automation conditions, would be great to have something with Next Year. Ran into a snag with a text automation and needed that one.
1 vote
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