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How can we improve communication internally and with your customers?

← Communication

Improved Share / Client Portal

Hey team,

What I'm about to show you is top secret information. :) Thank me later.

JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

100 votes

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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Viewed  ·  AdminJobNimbus (Product Manager, JobNimbus) responded  · 

This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

And we’ll see what we can do about getting you that award ????!

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  • Chris Manos commented  ·   ·  Report

    I tested the share feature and it is a good start.
    The problem is when we create an estimate and save it as a draft it still gets automatically uploaded to the shared section. There should be a way to unshare that.

    Also, all work order and material lists get automatically uploaded, which should have an option to be private as well.

    Finally if something is shared to the client it would be helpful to have a way of knowing what is shared. Like a marker or icon that shows they can view it, and an easy way for all shared documents and notes to be unshared at any time.

  • Chris Manos commented  ·   ·  Report

    I see a lot of other CRM software companies creating a client portal feature.

    I understand Job nimbus has a feature to share stuff with clients also, but these other companies seem to be more advanced in the client portal.

    I would love it if jobnimbus can build something like this.

    Please take a look at jobber and coconstruct customer portals.
    https://getjobber.com/features/client-hub/

    Something jobber is missing in the client hub is a way to share documents and photos. This would be an amazing thing to add!

    Another cool feature jobber has is the client communication.

    https://getjobber.com/features/customer-communications/

    Is it possible to add these features in the future?

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