JobNimbus Feedback

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Communication

  1. Enable

    Currently there are only options to be notified in the Jobnimbus mobile app or via email. We don’t always have great service but could receive a text in the field. A Text notification service would be great and immediate notification of things happening in our Jobnimbus account.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Dead Gap on Email

    Large area blocked out on email, body of area to write email too small. Open the dead gap up to the email body to make it easier to write emails

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. Emails: Split Window as follows: Email Body window over email checkboxes / Attachments Window to the right.

    Emails: Split Window as follows: Email Body window over email checkboxes / Attachments Window to the right.
    The current setup is like fighting a moving target and I have a big screen. Which is hard to manage

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. E signature/ In person by hand signature

    Please JN. When are you gonna add these options. Right now customers need to print out the contracts or proposals, sign and send back. We urgently need to have the option for the customer to e-sign electronically, or sign in person with finger if we want to seal the deal at the table.

    At this time your only option to sign is not professional. There are also fields that would need notes or text fields and it would be great to have that without having to always use third party options.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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!

    9 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. give the person who assigned the task an alert via email once the task is completed by the assigned person

    send the person who assigned the task an alert via email once the task is completed by the assigned person.

    1 vote
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  8. 1 vote
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  9. track all texts from clients automatically

    I would love to be able to have all of my incoming texts from clients automatically logged to their file on JobNimbus. For my job, we are required to keep track of all communication with customers. The only way to track our text conversations are to screenshot the conversation and upload the picture to the CRM.

    1 vote
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    0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to select a future date/time to send an email

    I should be able to select a future date/time to send an email.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Color code or filter notes by department

    Because of the nature of how our companies workflow is set up I notice the notes in activity always seem to follow those workflows. It would be more efficient to be able to isolate notes posted by individuals in specific dept's at certain stages of a project rather than scrolling or trying to recall keywords

    2 votes
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  12. Ability to Customize Email Heading

    I would really like the ability to change outgoing email headings to show my company name as the Heading my clients see. I continue to get many people say when they see the word JobNimbus they think it's junk mail and automatically put it in the trash without reading it.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create Email

    Would like the ability to send emails from inside of JobNimbus without using the jobnimbusmail.com domain.

    3 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to change font/font size when sending email

    While having the ability to send emails directly from JN is great; it would be even better if we could have the ability to change the font/font size when sending an email (without having to use templates).

    I know we can use our corporate email service to change the font/font size & then BCC to company@jobnimbusmail with [Job #1234] in subject. Doing this is a good workaround, however, it adds extra steps. I know it may seem very minute but we should be able to work with ease.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Improved Share / Client Portal

    Hey team,

    What I'm about to show you is top secret information. :) Thank me later.

    JN is not the only CRM out there. But, I cancelled my other CRM because I love the simplicity of JN. Nevertheless, JN NEEDS to give the ability for us contractors to put a LOGIN section on our website to allow customers to login and view certain details about their projects.

    When customers login to their client portal, this should be the first thing they see --> https://www.screencast.com/t/b89Gqn8cuOty or see attached image. I should get an award medal for this sh*t! :)

    61 votes
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    13 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →

    This is a great example, thank you for sharing! We have many of these same ideas for improving our existing share feature and are working towards that.

    Thank you so much for sticking with us and for providing these great suggestions. I’ll be sure the dev team gets this info and can work towards making it happen!

    And we’ll see what we can do about getting you that award ????!

  16. Insurance Claim # Integration in Emails - Feature Request

    It would be really nice to have the option to send adjusters emails with only the claim numbers as the subject and then have JN recognize it and associate the claim number with the appropriate job number. Not sure if there would be a way to have it as an option when sending emails but I have had a couple of emails bounce back because of the other items in the subject when sending to claims departments.

    8 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Default Name on Outbound JN Email

    User would like to be able to default all outbound email being sent from @jobnimbusmail.com to originate from his company name, rather than his personal name.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Default

    User would like to be able to default all outbound email being sent from @jobnimbusmail.com to originate from his company name, rather than his user name.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. List attachments in chronological order

    When emailing a customer and I go to attach a document, they aren't listed in chronological order. This makes finding files so much easier!

    4 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. notifications on the tabs for each contacct

    if I upload documents or photos to a contact, I can't tell they have been uploaded without actually looking.

    The tabs: activity, documents, photos, etc. should have a number next to each one so I can see with just a glance if there are any items in that section.

    Example:

    Activity (10), Jobs (0), Tasks (0), Documents (4), Photos (59)

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