Communication
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E-Signature through email natively through JobNimbus
This is our single most requested (and pain point!) item from a technical standpoint. It's 2019, virtually every CRM platform has the ability to offer E-Signatures through their platform to sign estimates.
Having to ask clients to print and scan or take a picture of their signed estimate is terrible and bogs down the process. Not to mention comes across as unprofessional and behind the times in this day and age.
Thank you for the consideration.
7 votes -
the ability to text customers and texting templates.
We would really love to give our customers quick updates and reminders to their mobile phones through a text message. It would also be great if we could create these texting templates like we would for a document or an email, and have fields that can auto-poplulate with contact field information.
5 votes -
send text via website
it would be great to be able to send a text from the website just like you can from the app. being that it is an option in the drop down list its odd that its not actually an option.
6 votes -
Thread or conversation feature on Job/Contact activity section
Feature to reply to a comment posted in the activity center. When lots of ppl are working on a job or contact the activity section gets congested. Being able to have a single thread that you can reply to would help organize the activity section.
1 vote -
Text Message (SMS) Notifications
Many other CRMs and Project Mgmt software have the ability to choose SMS text messages as a form of delivery. This allows those in the field to get the message instantly without having to log into the mobile app or their email.
31 votesUpdate: Mobile 2.0 allows you to send text messages on a job or contact and captures those messages inside JobNimbus as a note. This can help to achieve similar results, though not automated just yet.
You can turn on Push Notifications to get notifications sent right to your smartphone or tablet. It’s better than email for some team members and better than texts since it can go to every device regardless of the SIM card (or lack thereof).
To turn on push notifications for your team members, check out the tutorial on our blog: http://www.jobnimbus.com/blog/2016/03/08/how-to-set-up-and-receive-push-notifications/
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