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JobNimbus Feedback

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Communication

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43 results found

  1. Preserve Scroll Position in Notifications Dropdown

    We were previously able to reopen the notifications dropdown and resume where we had left off in the list after viewing a notification. Following the recent update, the dropdown resets to the top each time it’s reopened, requiring users to scroll extensively to return to their prior place.
    Requesting restoration of the previous behavior so the notifications list retains its scroll position after viewing an item.

    2 votes

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  2. To be able to add multiple email addresses. Or once you add contact fields to be able to add in the drop down for email receipients

    Be able to add insurance adj emails and company emails to the drop down menu of the email recipients

    19 votes

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    1 comment  ·  Email  ·  Admin →
  3. Text Pictures

    I would like to be able to text images with Engage.

    2 votes

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    Completed  ·  0 comments  ·  Text  ·  Admin →
  4. 5 votes

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    Completed  ·  1 comment  ·  Text  ·  Admin →
  5. Email formatting options

    allow email formatting within jobs/ contacts. Currently when i load a template email and need to make changes, it changes the font and looks terribly unprofessional. I'd like to have all the same editing tools in every single email module within JN please!

    11 votes

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    3 comments  ·  Email  ·  Admin →
  6. (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 votes

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    4 comments  ·  Email  ·  Admin →
  7. Engage Photos

    Customers are able to send us photos, but we are not able to send any photos though the platform. It would be nice to be able to do this. Additionally, when customer send us photos through engage, we can't save them to the phone or the customer contact profile.

    3 votes

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    Completed  ·  0 comments  ·  Text  ·  Admin →
  8. Allow CC and BCC fields in emails

    CC & BCC fields are a must.

    Also:
    In any email format, the team members' and subcontractors' email addresses to be available as an option.

    Or, a contact list so we just need to click the recipients instead of typing the address in every single email.

    As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.

    We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.

    150 votes

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    19 comments  ·  Email  ·  Admin →

    This is live on our new jobs experience. If you're using Jobs on JobNimbus and you'd like to get added - please email court@jobnimbus.com


    We will eventually be moving all jobs users onto the latest experience.

  9. 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 votes

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    1 comment  ·  Text  ·  Admin →
  10. Texting using Sales Rep first name only

    When sending a text using engage, allow for the use of the Sales Rep's first name, rather than their full name all the time

    2 votes

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    Completed  ·  0 comments  ·  Admin →
  11. 1 vote

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    0 comments  ·  Text  ·  Admin →
  12. 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 votes

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    2 comments  ·  Email  ·  Admin →
  13. Text from desktop

    I'm on my computer way more than my phone, I'd like to be able to text my clients from my desktop.
    Ideally, I'd like to add another person to the text thread for visibility.

    3 votes

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    Completed  ·  0 comments  ·  Text  ·  Admin →
  14. 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 votes

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    3 comments  ·  Email  ·  Admin →
  15. 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

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    Completed  ·  0 comments  ·  Notifications  ·  Admin →
  16. SMS capability in JobNimbus

    The ability to send SMS through JobNimbus.

    1 vote

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    Completed  ·  0 comments  ·  Text  ·  Admin →
  17. Embed subject tagging

    Currently subject tags on emails are on the subject line which is vulnerable to have it changed by the recipient and then the email reply does not attach to the contact record. It would be best to have this subject tagging embedded to avoid this issue.

    2 votes

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    0 comments  ·  Email  ·  Admin →
  18. Be able to create a template from an existing estimate

    It would be nice if we could take an existing estimate from one customer and save it as a template so we could use it again and again. Right now you have to type everything over from scratch.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
  19. Zoom on Photos!

    I can't believe we still can not zoom on photos!

    4 votes

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    0 comments  ·  Phone  ·  Admin →
  20. 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 votes

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    0 comments  ·  Email  ·  Admin →
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