Communication
181 results found
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Custom Subcontractor Notification Emails
it would be useful to include some customization options for the notifications my subcontractors receive. I don't need them getting marketing links, and I'd prefer to be able to add some custom text when I send them a work order or task.
6 votes -
Engage Reports
I want to pull a report on Engage user data
2 votes -
Customized Tabs
We'd like to be able to have 1 or more customized tabs with predetermined filters for activity.
Also- if you could reset the default number of items to display on a single page- that would be nice too.2 votes -
If-Then programming within templates
It would be very helpful to apply If-Then programming to template fields within a template in order to customize the text for the specific customer. For example, a customer may need an old fence removed before installing a new one. I could have a custom Boolean field for "Remove old fence?" If this is checked, a sentence would be included in the template stating "We will remove your existing fence." If it is not checked, then the sentence is omitted. This type of programming is available in other software using similar template fields.
3 votes -
Change font when sending email
When copy and paste to an email, it does not match the style that is set in the Template, even in the slightest way, the email looks not professional.
7 votes -
Ability to Print Text Messages
I would like to be able to print a text conversation via downloading a PDF.
3 votes -
Company Announcements
Something the managing team can do, but create a company-wide announcement that will not only be emailed to the recipients but also show up in some type of banner at the top when logged in until closing it out. Would help to bring awareness to upcoming company events, shout outs to outstanding performance or company wins, happy birthdays. Or bring attention to other important team events. It can help to really bring the team together.
4 votes -
Choose who gets reply notifications
It would be great if we could choose what users should get reply notifications. As of right now, only the sender receives notifications when a contact replies to an email.
11 votes -
Allow CC and BCC fields in emails
CC & BCC fields are a must.
Also:
In any email format, the team members' and subcontractors' email addresses to be available as an option.Or, a contact list so we just need to click the recipients instead of typing the address in every single email.
As of now, in the job section, only the listed primary email, sales rep, assigned and related contact available.
We communicate regularly with vendor reps, subcontractors, and team members as admin and project managers.
134 votes -
Notification - task reminders
If an appointment is completed, remind the assigned rep to fill out a note on the job if it hasn't been done already
5 votes -
Engage Display Names
The ability to have multiple contacts with the same phone number and have Engage pull from the last contact created as the display name used.
2 votes -
Be able to add PDF's to email templates for automations
We want to add a PDF to our welcome email template for an automation, but we're not able to. I'd like to be able to do this.
14 votes -
Send emails in bulk
Send emails in bulk. This would be great for our sales team/marketing team to utilize as a way to contact all contacts in a specific status.
9 votes -
Spell check!
I think that spell check and grammar check would be CRUCIAL in emails to the customer. I type Fast, and sometimes I may miss a letter, or may not have the proper grammar for certain sentences and second guess myself if it sounds professional.
I would LOVE the opportunity to have those apart of my services so I don’t have to copy and paste my templates to my Microsoft word to get that benefit before I send out a professional email that reflects directly on my business.
7 votes -
Respond to customer reply notifications and have it delivered to the customer automatically
When I receive a notification from JobNimbus that a customer has replied to a message I sent, I want to be able to reply to that notification, and have my message delivered to the customer as well as sent to the JN account without having to add the customers email address in the CC field
5 votes -
@metnions visibility
Should be able to see the @mentions on the desktop version like a feed where the tasks are. I can turn on and off Contacts, estimates, invoices, My tasks, there should be an option to see @mentions and then clear them after you have read and taken care of it.
8 votes -
Convert notes to tasks
I would like the option to convert notes that include @mentions to a task assigned to those team members that are mentioned
3 votes -
Accessing Photos Related
The photo sharing features need improvement. When a customer sends us photos via JN email, even from within the job, i cannot always attach them to the estimate. I think all photos related should be accessible in the photos tab, in estimate attachments, and everywhere else a photo is used, even if it's to the contact or another job by the same contact. Please help! This is taking so much extra time to download and re-upload every photo!
2 votes -
Allow an automation to add new assignees in a workflow
I'd like to add assignees to a job when the job is accepted, so they can view work orders and material orders. I'd like this to be an automation so I don't have to continually run reports or manually add new assignees every time a job is accepted.
2 votes -
Automation Email goes to Secondary Contact Only
The ability to have an automation send an email only to the secondary contact on a job.
3 votes
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