JobNimbus Feedback

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Communication

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  1. Upload Video to Email Template

    We would like to add a short "introduction video" of each of our salesmen to our "welcome email".

    1 vote
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Email sent from JN not looking professional

    Right now if I want to track emails to customers it has to be sent from within JN app. It would be great as one of the posts is suggesting to be able to send emails using our own native email account and still log it within JN.

    But if that’s not possible PLEASE PLEASE. It’s time you make the email templates easier to use and be able to add a nicer email signature. Right now no logo image can be added to the signature and only simple text.

    The screen options to send an email are so basic and…

    8 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to adjust line spacing on document templates

    I'd like to be able to adjust the line spacing within the document templates rather than having to copy/paste from a Google Doc to get it right. There should be something built in to the template along the toolbar that allows for line spacing adjustments.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Display page number on Document templates that exceed 1 page

    For documents that are created that exceed 1 page in length it would be beneficial to have a page number. For example If I create a contract in a document template and I would like to refer my customer to a specific item on my 6 page contract I could point them to the correct page number if there was on.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. Contact Page Link as a Template Field Option

    I'd really appreciate the option to add a link to the contact page to my email templates, so that when I send an email to my crew, they can easily navigate to the contact page from the email.

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Customize default estimate email

    The ability to customize the default email that is sent when emailing estimates. Currently, the default email just says "Your estimate is attached to this email."

    2 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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