Communication
182 results found
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Adding a "resend" estimate button to JobNimbus
The logo requested the addition of a button to resend an estimate for signature. He wants another notification email to be sent when this button is clicked prompting the customer to sign the quote.
1 vote -
Need all the same functionality for documents as estimates
Need documents to have all the same options and functionality as estimates. We send estimates/proposals first and then if the homeowner approves, we send a separate contract which your system can only do as a document. This doesn't really make sense. We also have to embed the estimate into the document which looks awkward instead of being able to populate the same info that the estimate does like products and services etc. And, because of this we can't set the same automations or form settings on both. They should be interchangeable.
1 vote -
Include attachments when emailing invoice
When emailing an invoice, I would like to be able to include attachments in the email.
8 votes -
Hyper Link to Job/Contact Records in Emails
all emails contain a link to take you to the referenced job or contact. This seems like a huge oversight that its not already a feature
6 votes -
Next Year Condition
In the automation conditions, would be great to have something with Next Year. Ran into a snag with a text automation and needed that one.
1 vote -
Change Who Automations Show the Email Being Sent From
Emails sent via Automation show the company name as the sender before opening the email. Would like to be able to change who it shows as being from based on the automation or the email template.
4 votes -
The ability to send out mass texts.
The ability to send out mass texts.
11 votes -
Quick Reply Button
a quick reply function for emails in the notification center (notes too)
4 votes -
Sync Sent Emails w/ Gmail
I would like to have it so that every email I send within JobNimbus also syncs to my Gmail so that I easily have proof that I can send to my client's again later on that an email was sent. Customer's recognize Gmail better than the JobNimbus email so they are less likely to think I doctored the initial email if they see it forwarded to them from Gmail.
If I can't have it auto sync to my Gmail as well, I would like to have an option to have each email we send automatically CC an email address that…
5 votes -
Subcontractor text notifications
a feature to when I tag a subcontractor that it will send a text instead of an email
4 votes -
Print Emails
I would like to be able to print emails. Currently, I can print the job, but the longer emails are truncated. I need the print out to show the full email correspondences.
4 votes -
Customize signature request emails
I would like to have email templates (that I have created) to choose from when using the Add Signers feature.
10 votes -
Forward phone calls to the Assigned person's number
Right now, phone calls can only forward to a single number. I'd love to have the option for phone calls to be forwarded to the current user assigned to the conversation.
Our goal with engage was to consolidate all communications with customers to one place. However, passing all call-backs straight to the office at all times has been frustrating for our sales representatives in trying to close a deal. If I could choose to forward calls to the assigned user, this would really help to streamline communications.
19 votes -
Text Signatures
I would like to be able to add a signature to my texts within Engage so a customer can easily tell which person is replying to their texts.
4 votes -
See Attachments in Email Thread
When a customer replies to an email that contains an attachment, there isn't an easy way to see what the attachment was in the original email other than to go find the original email. There should be a way to see the attachment name in the email they replied to, but it changes the attachment name to a random string of numbers.
4 votes -
Allow embedded videos in emails
Create the ability to embed a video into an email. For example, on a welcome email it could be a video of our owners thanking them for working with us and a short introduction. I think an embedded video would perform much better than a hyperlink that most people won't click on.
7 votes -
Ability to add Subcontractors to Text Automations
Can "Subcontractors" can be added to the list of people that we can send a text message to in Engage? I was trying to create an automation that sends our Subcontractor a text message, but they are not an option to select. Currently there's only Assignee, Sales Rep, Customer, or a specific team member.
7 votes -
Increase Email size limit
I would like the file size limit on emails increased.
13 votes -
Reply to @mentions via email
Add the ability to reply to @mentions by replying to the @mentions email notification instead of having to go into JobNimbus to do so.
5 votes -
Masking Personal Numbers When Calling Through JobNimbus
Calling customers through JobNimbus: mask personal phone numbers when calling customers and having the ability to use our Business Phone number in place of the personal phone numbers
18 votes
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