Communication
19 results found
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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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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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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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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 votesEmail tagging is now in the body of the emails created
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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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1 vote
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Ability to Send Appointment Confirmation with Date and Time
It would be highly beneficial to be able to pull the appointment time into an email template. Currently you can only pull in the date, not the time; so it is not plausible to send an automated appointment confirmation.
1 vote -
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 -
a way for us to personalize emails and the message being sent w/the attachment
Our team does not like that when we send an email with an attachment that we created within JobNimbus; it does not give us the opportunity to personalize the message.
EX:
"Dear.....
We appreciate the opportunity to offer you this proposal...."Also the subject is too robotic as well.
Sub: Contact #.... Document#......Again, we would like to be able to personalize and be more formal for an intro.
1 voteYou can actually customize emails using templates. Here is a link to the article discussion email templates:
You can add in the customer’s information, the job information and most of the other fields in the system. You can add custom images and colors as well.
If you have additional questions regarding email templates, please contact support@jobnimbus.com.
Thanks,
Aaron
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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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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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Make "Mark As Complete" link in daily task reminder email complete tasks again
In the past, we received a JN e-mail and could just mark complete in the e-mail. Now it takes us to JN to the exact task and we have to select complete. Why did this change?
1 voteFixed! Sorry about that blip.
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blast emails
I would like to send email blasts to specific contact types, zip code areas, etc. I want the email to insert a custom field "Dear {{contact}}", with email template to follow
1 voteThis is made possible through our integration with Zapier. You choose the service you would like and then export your contacts to that service to send your campaigns. They will be more visual, include the same fields, and will allow for your recipients to opt out, keeping your send record clean.
You can learn how to set that up here: https://www.jobnimbus.com/blog/2017/11/27/how-to-email-campaigns-zapier/
If you have further questions, please contact support@jobnimbus.com or call 855-964-6287.
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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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Be able to send an email to Nimbus that came from our Outlook program
If a customer sends an email to us via our @bambasements.com email provider, we would like to be able to easily attach it to the client in Nimbus so all the records for that client are there. As it is now, we have to copy/paste all outside emails into the program.
1 voteThis is already available! This video will show you everything you need to know about how to get this done in fewer steps: https://support.jobnimbus.com/hc/en-us/articles/115002615763-EMAIL-INTEGRATION
Enjoy!
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auto recording for emails sent that were initiated from JobNimbus
It would be nice to be able to have a copy of an email sent if it was initiated from the email icon in the Contact screen. Would save some time.
3 votesUpdate 2.2.0 of the mobile app now includes a brand new email feature for both iOS and Android! Now you can compose email right inside the app, use saved email templates, and add attachments from your Contacts & Jobs!
This will ensure that a copy of the email is always saved to the Contact or Job.
We hope you enjoy this feature and look forward to bringing you more awesomeness in the future.
If you have further questions, please contact support@JobNimbus.com or call 855-964-6287 for assistance.
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============================================An alert when a customer has responded to an emai===============================================
Would love an alert when a customer responds to an email sent through Job Nimbus.
1 voteWe already send alerts about replies to emails, so if you aren’t getting those please send an email to support@JobNimbus.com with the email addresses that aren’t receiving those and we can investigate why those aren’t getting to your inbox properly!
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Email Exporting
Can I export my contact to include emails in excel. I did just export very easily, but; no emails
1 voteThis is already possible by using the Add Column option when setting up the report and choosing Email. Then export and it’ll be there!
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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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