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JobNimbus Feedback

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Communication

← Feedback for JobNimbus

How can we improve communication internally and with your customers?

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178 results found

  1. Draft option for emails

    When creating an email I would like to be able to save it as a draft in case there are any unforeseen system errors.

    7 votes
    2 comments  ·  Admin →
    How important is this to you?

  2. Recover deleted emails

    2 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  3. Newsletter Feature in JobNimbus

    We would like to make a monthly newsletter through JobNimbus that sends to all our contacts. There are a lot of CRMs that have this capability and we think it's something that would add value, not just to our company, but to JobNimbus as a whole.

    5 votes
    1 comment  ·  Email  ·  Admin →
    How important is this to you?

  4. More push notifications

    There should be a way to set up push notifications for when a customer opens/views/signs an estimate.

    3 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  5. Preview Attachment details before sending of email

    When I send an email through the Activity main page and add an attachment, I would like to click on the attachment to verify the details. This would be very beneficial and provide some peace of mind.

    5 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  6. Desktop push notifications

    I love how the new app shows push notifications "Jim has mentioned you on Client's file"
    Can we get that feature within desktop as well? The current activity tab shows what changes I have made to files and that is useless to me. I need to know what is being asked of me from others at a quick glance.

    4 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  7. Google Mail integration

    The ability to integrate with Google Mail/Google Workspace.

    8 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  8. Email template fields options

    In the email template fields in settings, when we want to add a material date and a task date directly from a job we have to create custom job fields. We would like the option to select 'Most Recent Material Order' from the jobs portion of the drop down, as well as 'Most Recent Task' from the job drop down.

    4 votes
    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

  9. Notification flag displaying the number of unread messages on both the desktop and mobile app

    A simple notification flag showing the number of unread messages would be extremely helpful to prevent @mentions and new notifications from being missed. Most apps that facilitate correspondence are using them. (Think imessage or the default email app icon that's on the home screen of your phone). Notification settings, such as banners and sounds, aren't sufficient for staying on top your correspondence. This flag should also live at the top of the page inside the desktop version.

    Thank you for a great product!

    7 votes
    2 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  10. Add Hyperlink to Templates

    Add hyperlink to an email template that can direct you to the Job.

    4 votes
    2 comments  ·  Email  ·  Admin →
    How important is this to you?

  11. Change the time when Email Reminders get sent out

    Every morning we get an email reminder about our JN tasks. We get this email at 4am every day. There should be a way to change this time to at least 7am.

    4 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  12. Create a note section in Activities section

    Place a section on top of the activities thread that would separate and prioritize notes themselves. Often notes get lost in the sea of communication/ emails thread. Seems it would be better to separate them as most that are important and made to notify. Also, could be helpful to allow notes to be prioritized by degree of importance through color code or some type of labeling.

    7 votes
    1 comment  ·  Templates  ·  Admin →
    How important is this to you?

  13. Record and log both inbound and outbound calls

    I would be great if we could have both inbound and outbound calls be logged to JobNimbus and also recorded.

    9 votes
    0 comments  ·  Phone  ·  Admin →
    How important is this to you?

  14. Add Attachments to Work Order Email

    Sometimes we need to send some supporting documents or photos along with the work order to the assigned subcontractor.

    We need an attachment button.

    Currently, we send the work order by sending email from the main job page, ellipsis - send email - select email template, but by using this route, we have to enter the subcontractor's email address manually

    22 votes
    7 comments  ·  Email  ·  Admin →
    How important is this to you?

  15. MORE EMAIL RECIPIENTS FOR EMAILING DOCUMENTS

    Currently, JN's Document option only allows the primary contact as the recipient. No additional address field.

    Would be great if we can add multiple email addresses and cc & bcc fields.

    Also, having a contact list (list of team members, or regular contacts) to choose recipients from.

    29 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  16. Droplist of email addresses

    It would be great if we could create a droplist of email contacts when trying to send email instead of typing in the email address every single time.

    12 votes
    0 comments  ·  Email  ·  Admin →
    How important is this to you?

  17. Reply All function to add in all recipient automatically

    For the reply all function to pull in all the recipients listed on the email not just the primary contact.

    6 votes
    1 comment  ·  Email  ·  Admin →
    How important is this to you?

  18. Red Flag or Identifier to show when a customer sent in a new email.

    WHen a new email is recieved, a red icon or some sort of identifier along with automatic emails may help our logos keep better track of who needs to be responded too.

    14 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?

  19. Text and Call communication

    Would help to have the app and your contacts on your phone integrated so if you received a call or a text from a homeowner and they were in JobNimbus as a contact, it would record that in activity. Also you can only see the first initial text that you send and not the whole correspondence. That would be helpful for the office staff to see all of the communication.

    5 votes
    0 comments  ·  Phone  ·  Admin →
    How important is this to you?

  20. Email Activity

    I think any email coming in or out needs to show up in the activity feed. Currently, there is no notification in the activity feed when I send out a material order. The notification for a signed document seems to be hit or miss as well.

    5 votes
    0 comments  ·  Notifications  ·  Admin →
    How important is this to you?
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