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JobNimbus Feedback

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Communication

114 results found

  1. SETTINGS OPTION: AUTO BCC EMAIL SENDER, AUTO BCC HIGH LEVEL ADMIN, REPLY ALL BY DEFAULT

    • Option to have the sent emails to have the sender bcc by default.

    • Option to have a high-level admin to be in bcc in emails

    • Option for a high-level admin to receive ALL email responses to avoid communication falls through gap

    2 votes

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  2. Automation For Unread Email

    If an email is not seen, clicked or opened we would receive an email letting us know.

    1 vote

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  3. Should not have to ask customers to hit "Reply All" on emails

    My only ‘concern’ with this process is we have no control over making sure a customer hits ‘reply all’. I trust this is something that this is something that will change soon. It sounds like a significant area of opportunity.

    12 votes

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  4. Subcontractor's email address added to recipients in Note

    I want to be able to see a subcontractor's email address alongside the assigned team member's email addresses after assigning the subcontractor to the Contact, that way I can email the sub without relating them to the Contact.

    8 votes

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  5. Drag an email into a Job

    It would be great if you could drag an email into a job instead of having to forward it. IT takes awhile and we often make errors with writing in the job number etc.

    6 votes

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  6. Store Frequently Used Email Addresses

    It would be beneficial to have an area that we can store frequently used email addresses within our account. These would be emails that we use regularly in the Other field when sending emails to avoid having to manually enter them every time.

    4 votes

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  7. Access list of contacts when sending email

    The new format, makes you put in the email address in, and then you have to add new. Also the subject line erases if you use/add a template. It did not improve the ease of use. If it could access a list of contacts saved would be helpful.

    3 votes

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  8. Mass emails to entire customer base, or customize-able groups within the database.

    I used to work in car sales, and our CRM was a bit more complex than job nimbus, but at a higher cost for the dealership to use. That being said, the CRM admin/Internet Manager could send out mass emails using the existing customer database. They could send a mass email to the whole list, or pick out certain criteria for a targeted email blast.

    It would make JobNimbus a far stronger competitor if this could be incorporated into its abilities. In our case, we are a roofing company. If we could customize a mass email blast to target, for…

    67 votes

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  9. More Email Styling options

    I'd like to have a lot more styling options in the emails.

    Bullets,
    -Custom email signatures for each employee,
    -Font sizes
    -Attach directly in email (rather than having to upload every single thing to the customer's file first)
    --OR be able to upload company docs that can be attached to any customer file (catalogs, brochures, etc)

    2 votes

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  10. We have been noticing some emails are not syncing properly with JobNimbus vs. Gmail

    We have been noticing some emails are not syncing properly with our Gmail accounts. In some cases the emails are only coming to our JobNimbus gmail notificaitons but are not showing in the client chart. We have also noticed several instances where our emails will stack in gmail and cause us to miss or again not sync with the client file in JobNimbus. I wanted to see if this is something that has been seen in other instances as well.

    3 votes

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  11. Multiple email addresses in the main email field?

    Sort of related to having more than one active email field...but I just came across this while integrating with QuickBooks.
    We have several clients for which we have 2 email addresses in the field (separated by a comma), and when we email their invoices to them, it goes to both emails automatically.

    When updating a contact record that had 2 emails from QuickBooks, I had to remove an email address to be able to save it because it only allows one.

    7 votes

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  12. Limited view of email on mobile app

    When viewing a longer email, it doesn't allow you to see the whole thing on the mobile app. Can we make this limit either a) go away or b) larger than it currently is.

    2 votes

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  13. Make custom email fields fully functional

    Add an option to custom job fields to indicate if the field we've created is an email address; so that JobNimbus will let us select it as the recipient address when sending an email from the Job.

    7 votes

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  14. Attached Documents on Emails in Order

    It would be beneficial if the order we attach documents in emails as was the way that they were sent.

    1 vote

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  15. 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.

    31 votes

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  16. ability to automate emails to vendors

    it would be great to be able to automate emails to vendors so when we move to a certain area in our job workflow it will tell them we are ready for delivery or any other information we need to relay.

    2 votes

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  17. Custom Fonts

    Would like the ability to use custom fonts in emails sent from JobNimbus account.

    3 votes

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  18. Incoming client emails should be auto captured and added as a note instead of having to forward it in.

    Incoming client emails should be auto captured and added as a note instead of having to forward it in. Many many CRMs already do this. Having to forward every incoming client email is a redundant unnecessary task.

    6 votes

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  19. Out of Office auto email reply through JobNimbus

    Hi, it would be great to be able to set an "Out of Office" auto email reply from JobNimbus. We set it on our gmail accounts for example, but if someone responds via JN they are not alerted that our sales person is out of town.

    Thank you!

    27 votes

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  20. 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!

    13 votes

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