JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Communication

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback
  1. Ability to type personal message when emailing invoices

    When we email an invoice through jobnimbus and the box pops up it does not give us the ability to type a personal message and send it. It only gives us the option to use a template email. Our team would like the ability to type a small personal message per customer.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Status of sent estimate emails (i.e. Opened..)

    Automation emails show if an email has been opened like so:

    "Status: Opened"

    Can this tracking feature be add to all emails sent though JobNimbus? Importantly, the sent estimate templates? This would be very helpful.

    Thank you!

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Create Email

    Would like the ability to send emails from inside of JobNimbus without using the jobnimbusmail.com domain.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Sending email to customers "from" user's email/company instead of JN

    I'd like an option to use my own email and or company name as the sender on emails out to my customers. Because my customers don't know JobNimbus, they get confused. Would be a smoother process to have it come from me instead.

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Insurance Claim # Integration in Emails - Feature Request

    It would be really nice to have the option to send adjusters emails with only the claim numbers as the subject and then have JN recognize it and associate the claim number with the appropriate job number. Not sure if there would be a way to have it as an option when sending emails but I have had a couple of emails bounce back because of the other items in the subject when sending to claims departments.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Survey Feedback from Jordan Lazaro at Rick Jamison Painting

    <p>The text to add an attachment to the email correspondence is microscopic ( like 6 pt font)</p>

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Responding to a note via email

    When someone out in the field responds to a note via email- the note appears so large and drawn out on the job.
    Maybe there is a way for it to not be so large and drawn out??

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. List attachments in chronological order

    When emailing a customer and I go to attach a document, they aren't listed in chronological order. This makes finding files so much easier!

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. When sending an email to a contact/job, the email would open to a full window page.

    User would like if the email screen would allow you to create an email on a full page rather than within a small window tab.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Customize Email Activity Content

    Ability to customize the information that is sent out when a job or work order is updated.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. A mail delivery failure notice if an email is sent to an invalid address or bounces.

    This is more urgent than general read receipts for financial documents because an unknown failed email can put us behind in our work or cause us to lose jobs.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. attaching douments to work orders

    It would be very helpful it we could attach files to the emails that go out when emailing the work order from the work order screen. It would also be helpful if we could add to the default email or change the wording when sending the word order as well. In all honesty it would even be great to do this with a material order as well. I know you can attach photos on the work and material order itself, which is nice. Sometimes the photos are so small the person receiving them cannot see what they need to.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. email tracking.

    Our last [free & terrible] CRM automatically tracked all incoming & outgoing emails addressed to or from an email address on one of our contacts. This way, the whole team could all see & read all emails along with time stamps for any contact. In JobNimbus, things are slipping through the cracks because people on our team are constantly forgetting to open JN every time they send or receive an email so they can manually create a note containing what was already written on the email. Please, please add this feature! Thank you.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. the ability to email customers without calling them "COntaqce #845\\84)

    I want to use the automatic email feature, but it is so embarrassing that it says (Contact #7373) in the email subject line. Is there anyway around that? it is so impersonal!

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Display pictures in Email

    It would be really great if the photos and documents that were attached to the emails actually showed as icons in the email threads instead of links. This would make identifying pictures at a glance easier.

    Currently what you have to do is download every image you want to see in order to view them. This makes discussing claims with insurance cumbersome.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Track when a client opens estimates and invoices

    notifications when a lead or client opened a sent estimate or invoice. I currently use Joist App just for that reason

    8 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Removing "Re: [JobNimbus]" from every reply through Gmail

    Every time a contact replies & our users reply back using Gmail (which is where we reply from, not in JobNimbus) it adds a new "Re:[JobNimbus]" for each reply, totaling up on a subject line making it visually unappealing/confusing to customers.

    If no plans for an Gmail integration in future, we would like to at least see this feature of lengthening the subject line removed please

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. the ability to add attachments from the contact to e-mail templates

    I'd like the ability to automatically add attachments from my contacts to the e-mails that I automate to go out to different people.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. More than one email address per contact

    I'd like to "share" a file with someone else, but there is only 1 email address that can be assigned with a particular contact. For example an appraiser, public adjuster or attorney. Or for example I'd like to email State Farm and invoice or permit receipt, but have to manually enter the email address each time.

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3
  • Don't see your idea?

Communication

Categories

Feedback and Knowledge Base