Communication
39 results found
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Notifications Center - See Email, @mention, etc. notifications in one place.
A unified place for @Mentions, related activity, new assignments, and more.
"When I'm mentioned, I get an e-mail. That's great unless I don't check my e-mail. It would be nice when I'm in Nimbus to have all of the @mentions with the associated information listed in a box on the dashboard."
164 votesHi everyone!
We finished the last pieces of notification center (the bell icon at the top right of JobNimbus). We were finishing up our notification preferences options before marking this as complete. Please feel free to message us with any notification updates you would like to see (or add them as an idea). We will continue to add new types of notifications as we build new features.
Thank you!
JobNimbus Product Team
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Text Message (SMS) Notifications - Text, Log, and notify via SMS within JobNimbus
Many other CRMs and Project Mgmt software have the ability to choose SMS text messages as a form of delivery. This allows those in the field to get the message instantly without having to log into the mobile app or their email.
103 votes -
Ability to Access Company Documents On Contacts/Jobs & When Emailing
At present, we can create an email and attach photos or documents, but when we need a Company document we have to upload it each time to each Contact/Job that needs this form also. If Company documents selection were enabled, it would be great.
80 votes -
Reply/Forward Feature for Emails
It would be handy to be able to reply to correspondence from customers through Nimbus without having to start a new email. I also think that a signature stamp, or preset information with my name and email at the bottom, much like Google has. Typing out my information at the bottom of every email is no time saver. Thank you for listening.
Possibly support Notes, too.
66 votesYour wish is our command! Now when you receive an email in JobNimbus, just click the ••• action menu and choose Reply, Reply All, or Forward.
Enjoy!
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Email Address Choices when sending Estimates, Work Orders, Material Orders, etc.
Currently when we go to email a work order the only email that is available to select is the contact email. Need to be able to select a user or enter an email.
39 votesDone! In a recent update, we added the ability to add additional recipients when emailing estimates, work orders, material orders, and invoices.
Additionally, you can use email templates when sending these out for a personalized message.
Enjoy!
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(Contact #1234) Shouldnt be in the subject line of an email
(Contact #1234) Shouldnt be in the subject line of an email.
Instead, it should be more personal and should have the customers name.
"Jane Doe, Thank You for being our customer!!", Not CONTACT 1234, Thank You for being our customer.__________Sent Estimate 1234 for you to SIGN
When sending an estimate, it should say "(Company Name) I.e. Joes Roofing, sent you Estimate 1234 for your review. In the bottom where it says to sign as well, that should also be eliminated. Its too aggressive.I sent a mockup email to myself to test out what these emails look like when…
38 votesAs of 10/31/23 this request has been completed. Emails no longer have the contact or job number in the subject line
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Custom email subject & content when emailing (estimates, documents, etc)
When E-mailng a Document that was created in job It would be nice to be able to create the default email body text and also add an email recipient that is not listed as a related contact. '
I am trying to create a Job Order Form for my sales reps, Then send the Job Order Document to my Distributor.
after receiving a partial payment, we like to email our clients an updated invoice/statement. It would be nice to be able to customize the email message, so we could say something like Thank your for your payment, attached is an…
32 votesYou are now able to use email templates and custom subjects when sending estimates, invoices, work orders and material orders from a contact or job within JobNimbus.
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Notification for When Documents are Signed through Email
When documents are signed via email, users will get alerted. This is to prevent needing to check constantly for the customer's signature.
19 votesIt is now possible to be notified when a document is Signed or ESigned. You can set up an automation in JobNimbus
When an Activity is Created
Condition
Note Contains (any) Document Esigned, Document Signed, Invoice Esigned, Estimate EsignedThen you can have it email or create an assign a task. Please contact support@jobnimbus.com for any questions about this. Thank you!
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Write an email from financials tab
When you click the 3 dots to email an estimate or invoice in the financials tab, we should be able to write an actual email instead of a generic message like "Here is your estimate...". Looks unprofessional and also only puts "Thank you, name" No real company signature populates!
15 votesNow when emailing from an estimate or other financial documents you are able to edit the email including the subject line.
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Update Announcement System
Seems like there are one or two alerts each day "there's a new version of JobNimbus" Be nice to know what the new version is doing.
15 votesThis feature is now completed. Thank you for helping us know what wanted.
We will now regularly show releases in the resource center that can be found by clicking on the question mark (?) in the bottom right corner of the app.
If you have any questions about this feature contact support@jobnimbus.com.
Thanks again,
Aaron -
Text from desktop options
Have the option to text our clients from the desktop version a lot of people prefer to have text contact as opposed to email or phone. Also, when they are speaking with people from the office they do not want their phone # tied to the text.
14 votesCheck Out Engage in JobNimbus to get texting!
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Live Support Chat
I would love it if you guys had a live chat feature!!
13 votes -
We need to be notified when email is received. We need to have the option for texting automation or texting from the desk top.
We need to have the options of sending and receive texting via desk top. A lot of our customer preferred texting. Have the task text to you. For tracking email we should receive a text with a notification.
12 votes -
Cell Email (SMS Text) Notifications
At present, if I want to send an SMS message to a Rep AND a regular email, I have to create a 2nd User! For Example, say I need a note @mention to be sent to someone's phone... I have to select the regular user and then create a user with an email address of number@wirelesscarrier to allow them to receive the message via SMS. Very important feature on the field. This capability is already NATIVE in BuilderTrend. Present email and push notifications only notify ONE email and there really should be an SMS Text Email option.
12 votesYou can use our integration with Zapier to send text messages to your team members or subcontractors, or even to your customers. Here’s a tutorial to help walk you through getting started: https://www.jobnimbus.com/blog/zapier-send-automated-text-messages-from-jobnimbus-to-your-team-and-subcontractors/
For further assistance, contact our support team at support@JobNimbus.com or 855-964-6287.
Enjoy!
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Email Notifications
Get a notification that their client replied to the emails that were sent out. Just like you do when an estimate is signed.
Example: At the top of JobNimbus have a blue banner saying " you got an email reply from contact #/Job @"
8 votes -
Arrange the email tab in contacts/job to be consistent with industry standards
Currently when choosing to email a contact from their contact card, the first thing that populates is the text field of the email. We often times forget to input the subject line because it is underneath the text field. It would be more beneficial if the email box was laid out like a traditional email . First selecting which contact we are sending to then the subject line and finally the text that is going to be input into the body of the message.
6 votesemail subject line is above the text field
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5 votes
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Ability to send text via automation
Ability to send texts with automation would be nice too. Like appointment reminders and new customers, etc. acculynx does this
4 votesEngage has automated text messages
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Zoom on Photos!
I can't believe we still can not zoom on photos!
4 votesThis is now available in our new mobile application which is available in a week or two.
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Better email design editor with HTML
Better editor. better template editor also. Once you create then want to edit you can't it won't save. Then if you have links on picts you upload and try to adjust in your editor it messes it all up.
Also you need to add drip campaign manager where you can edit time lines etc to auto email and have HTML templates.
4 votesThis can be accomplished through our integration with Zapier. Here’s a walkthrough to help you get started:
https://www.jobnimbus.com/blog/how-to-email-campaigns-zapier/
For further assistance, contact our support team at support@JobNimbus.com or 855-964-6287.
Enjoy!
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