Communication
187 results found
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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 -
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.
8 votes -
Add Hyperlink to Templates
Add hyperlink to an email template that can direct you to the Job.
4 votes -
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 -
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 -
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
23 votes -
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 -
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.
6 votes -
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.
6 votes -
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.
15 votes -
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 -
@mentions have a received or checked feature.
The ability to have a received feature on @mentions so those that tagged know when the tagged person has viewed the tag.
8 votes -
When using email templates do not have them delete the existing text written.
When responding to an email, we will select under “Insert Template” our individual template that will insert our Signature. When we do this, it deletes the subject line. If we have already typed something in the body and then go to insert our signature, it will delete the entire body that we typed up.
4 votes -
Keep Insert Template Field open when clicked
If the Insert Template Field menu would stay open when clicked and close either by clicking the button again, making a selection, or clicking outside of the menu. If the menu would scroll independently so all items can be shown in a smaller space should help with the menus containing a large list.
5 votes -
Ability to make email templates private/restricted
The ability to make email templates private to each individual user.
6 votes -
Automated email attachments
I would like automated emails to have the ability to include attachments from the job file. For example, I use about 6 different purchase orders at different stages of each job. If I uploaded each purchase order as it's own "attachment category" then it would be nice to have an automated email sent at different stages and automatically include the job specific purchase order that is uploaded to it's own unique attachment category.
6 votes -
HTML emailing
Customer requested to have HTML capabilities at some point for emailing within JobNimbus
4 votes -
Email - forwarding and replying
Please display the associated emails within the contact when replying or forwarding an email. Currently, you have to type every email address in ...instead of the drop down box displaying with the contact and company email addresses.
4 votes -
Scheduled Emails
It would be beneficial to have the ability to schedule emails to be sent on a specific date without having to create an automation. This is because the information within the email is not standardized or a template. Having the option to select which date to send the email would solve this issue for us.
20 votes -
When scheduling a sub, it should not be an automatic email.
When you assign a sub to a job, they get an email but sometimes it could be useful to be able to add notes to the body of an email.
5 votes
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