Communication
216 results found
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Desktop Engage Alerts for Incoming Texts
User Story
As a JobNimbus user working on desktop, I want to receive an alert/notification on the Engage GUI when a new text message arrives, so that I don’t miss important client communications and can respond promptly.Current Behavior
- The Engage tab displays messages, but there is no real-time alert on desktop when a text is received.
- This requires users to constantly check Engage manually, which risks delayed responses.Proposed Enhancement
- Add a visual alert (badge, highlight, or icon notification) to the Engage tab in the desktop interface when a new message is received.
- Optionally, allow…1 vote -
Show Email status for the estimates
Show the email status for the estimates that are sent out so you can tell if a customer has received and opened them. You can see it on the other emails just not with the estimates.
4 votes -
Send estimates/invoices to a primary and secondary email
Allow emails to populate with primary and secondary emails for the recipient
2 votes -
Automatic Email Forwarding to Team Member's Personal Email
I would like the ability to have all emails that come through JobNimbus , and that I receive notifications for, to be automatically sent to my personal email inbox outside of JobNimbus (like Gmail or Outlook, etc.).
1 vote -
Client Portal: The Solution to Better Communication
Client Portal: The Solution to Better Communication
Hey yall! I’m AJ, a 21-year-old contractor managing 280+ clients in Louisiana, and now, with hurricane work in Texas, I’ve added even more to my plate. The biggest struggle? Keeping clients updated without drowning in back-and-forth communication.
My idea: a Client Portal in JobNimbus. Let clients log in, view their project status, documents, photos, and updates—instantly. No more chasing updates. It’s transparency and efficiency in one place.
This would be a game-changer for managing hundreds of clients while keeping them happy and informed.
If you agree, please vote to make this14 votes -
Control Emails Associated with Client Response
JN User would like to be able to control the emails that are pulled in by the JobNimbus system when a client replies all to an email. Currently the system pulls any emails in the reply to be apart of the conversation.
2 votes -
Add Email Tokens/Template Fields
Add the ability for:
- "Sender Image"
- Assignee Information
4 votes -
CC all assigned reps on all emails
Need a feature to be able to have all assigned reps CC'd on all emails coming into file. In situations where our invoicing department sends an invoice and the customer responds directly to the invoice email, it will only go to the invoicing department and not to the project manager assigned.
3 votes -
Need Ability to Select Which Email Sends an Automation
The replies to our automations are not going to the correct recipients. Adding this feature would ensure that the correct person receives the reply to the automated email.
2 votes -
Show Email Templates within the App
Being able to use premade templates within the app would be extremely helpful
4 votes -
Customize Email Notification Subject for NSE Estimates
Change the email header subject for documents coming from NSE so that they don't all say a quote was sent to the customer, but be able to specify what type of document is being sent.
6 votes -
2 votes
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3 votes
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Customize Built in Emails from JobNimbus
It would be awesome to be able to control how a customer sees email messages from JobNimbus. For example, instead of the subject line showing [company name] sent you a quote, it would be nice to be able to set it to [sales rep] from [company name] sent you a quote.
Just more options to control what goes into the automated emails
2 votes -
Reply all function to include original author and/or recipients.
Ability to “Reply” to notes on Jobnimbus. Specifically, on the mobile app
So, if someone tags me and 3 other people in a note, can I hit some kind of “Reply” button to make a note tagging the original note author, and the others who were tagged.
This would avoid constantly having to write each team member (@name @name @name)
15 votes -
Email Opt Out Checkbox
This would help make sure we still have their email to send estimates to but blocking them from getting any automations. This would help us comply with email laws.
4 votes -
Voice to text
It would really help us be more efficient.
4 votes -
Estimate Viewed Counter JN/SQ
We have notifications for when an email is opened. It would be great if we also had a counter for how many times it has been opened.
2 votes -
Voting
So many of us are giving the same "Idea Request's" but, just worded different and we are only getting some votes due to JN not recognizing and combining similar/same requests and us not having the time to read through them all to see if there is one already made! JN needs to help refine and combine these to help our Votes get addressed sooner. (No wonder why things aren’t progressing sooner with this program in areas that really need it.)
1 vote -
1 vote
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