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JobNimbus Feedback

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Communication

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How can we improve communication internally and with your customers?

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2 results found

  1. Allow Seamless Sharing Between Contractors/Subs

    My business consists of being a rainmaker for several roofing contractors. I would like to be able to share customer info, pictures, etc., with my contractor partners so I don't have to double entry on their JN accounts. If I take pics, enter a contact, or anything else, I would like to seamlessly send it to them so they can have all the same info on their end and we can communicate with notes, tasks, etc. The reason I need to have a profile on their accounts is that they can't get this to work on their end. It's a…

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  2. show on share attachment permissions

    when I share a contact or job with a third party user allow to upload attachments when limited access.

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