JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Communication

  1. 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 ????!

  2. 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 →
  3. 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 →
  4. 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 →
  5. 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 →
  6. 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 →
  7. 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.

    8 votes
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    Viewed  ·  0 comments  ·  Text  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email Notifications and Tasks Notifications

    Create alerts for return emails and tasks. When someone emails back or the task is due there should be an option to set up alerts.

    1 vote
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    Viewed  ·  0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  9. Survey Feedback from Jordan Lazaro at Rick Jamison Painting

    <p>The text to add an attachment to the email correspondence is microscopic ( like 6 pt font)</p>

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. attaching douments to work orders

    It would be very helpful it we could attach files to the emails that go out when emailing the work order from the work order screen. It would also be helpful if we could add to the default email or change the wording when sending the word order as well. In all honesty it would even be great to do this with a material order as well. I know you can attach photos on the work and material order itself, which is nice. Sometimes the photos are so small the person receiving them cannot see what they need to.

    2 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. the ability to email customers without calling them "COntaqce #845\\84)

    I want to use the automatic email feature, but it is so embarrassing that it says (Contact #7373) in the email subject line. Is there anyway around that? it is so impersonal!

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. 2 votes
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Responding to a note via email

    When someone out in the field responds to a note via email- the note appears so large and drawn out on the job.
    Maybe there is a way for it to not be so large and drawn out??

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Replies to automated emails

    When someone replies to an automated email the reply is just added to the customer/job from which the automation initiated.

    It would be great if the replay was also sent as an actual email to preferable the Sales Rep or Admin.

    2 votes
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    Viewed  ·  0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  15. Live Chat Room Among Users and JobNimbus Employees

    I wish JobNimbus had a Live Chat Room where Users and JobNimbus Employees could come & go, read questions that are posted and get instant help/feedback from colleagues.

    Maybe, JobNimbus could create a Yahoo chat room easily?

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. A mail delivery failure notice if an email is sent to an invalid address or bounces.

    This is more urgent than general read receipts for financial documents because an unknown failed email can put us behind in our work or cause us to lose jobs.

    3 votes
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    Viewed  ·  1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. When sending an email to a contact/job, the email would open to a full window page.

    User would like if the email screen would allow you to create an email on a full page rather than within a small window tab.

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. 6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Could you give us more information on what you are asking? Are you looking for something to merge contacts or something to send an email to all of your customers?

    You can integrate with MailChimp through Zapier and then create lists to email customers if that is what you are looking for.

    Thanks for your help,

    Aaron

  19. Customize Email Activity Content

    Ability to customize the information that is sent out when a job or work order is updated.

    1 vote
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    Viewed  ·  0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Subject Line in Share Link

    Add a Subject Line field at the Share popup Menu box to enable Team members to include critical Share related subject line information.

    https://knowledge-transfer-llc.com/jobnimbus-feature-requests/

    1 vote
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    Viewed  ·  0 comments  ·  Share  ·  Flag idea as inappropriate…  ·  Admin →
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Communication

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