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Elizabeth Sanicola

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  1. 125 votes

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    Viewed  ·  32 comments  ·  Communication » Email  ·  Admin →
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    Elizabeth Sanicola commented  · 

    100% Agree!!! Also, this would cut down on a lot of screen switching to figure out job #s in order to append to the correct contact, or copy/paste to JN.

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    Elizabeth Sanicola commented  · 

    We seem to be having a lot of customers complain that they do not receive our estimates or emails. Often, we can coach them through searching for it or checking their spam folders. But in certain circumstances, this turns up nothing even though the emails are marked as "sent" in JN.

    If we download the estimate and resend via our own email service (gmail with our own domain, in our case) they have no trouble. Could we have an option to send our emails with our own generic email address as the "sent from"?

  2. 37 votes

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  3. 35 votes

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    Elizabeth Sanicola commented  · 

    In addition to above:

    We have also been wanting to run reports on specific items so we can review the consistency of pricing based on various factors (location of job, salesperson, time of year, type of customer, etc.).

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  4. 35 votes

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    Elizabeth Sanicola supported this idea  · 
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    Elizabeth Sanicola commented  · 

    In the past, we were able to edit an estimate and change the contact. This happens quite frequently for us, a contractor will contact us with the initial details and for the estimate. Once the job becomes a contract, the homeowner will request to be the primary contact and needs updated copies of the proposal with their name.

    Previously, we could simple add a new contact to the job and make it the primary contact. Then, edit the proposal/estimate and choose the correct contact from a dropdown menu.

    This functionality seems to have disappeared and we need it back please!

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    Elizabeth Sanicola commented  · 

    In the past, we were able to edit an estimate and change the contact. This happens quite frequently for us, a contractor will contact us with the initial details and for the estimate. Once the job becomes a contract, the homeowner will request to be the primary contact and needs updated copies of the proposal with their name.

    Previously, we could simple add a new contact to the job and make it the primary contact. Then, edit the proposal/estimate and choose the correct contact from a dropdown menu.

    This functionality seems to have disappeared and we need it back please!

    An error occurred while saving the comment
    Elizabeth Sanicola commented  · 

    In the past, we were able to edit an estimate and change the contact. This happens quite frequently for us, a contractor will contact us with the initial details and for the estimate. Once the job becomes a contract, the homeowner will request to be the primary contact and needs updated copies of the proposal with their name.

    Previously, we could simple add a new contact to the job and make it the primary contact. Then, edit the proposal/estimate and choose the correct contact from a dropdown menu.

    This functionality seems to have disappeared and we need it back please!

  5. 110 votes

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    Elizabeth Sanicola supported this idea  · 
  6. 76 votes

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    15 comments  ·  General  ·  Admin →
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    Elizabeth Sanicola supported this idea  · 
  7. 73 votes

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    Elizabeth Sanicola supported this idea  · 
  8. 149 votes

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    Viewed  ·  26 comments  ·  Contacts & Jobs » Maps  ·  Admin →
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    Elizabeth Sanicola supported this idea  · 
  9. 20 votes

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  10. 21 votes

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    We’ve released an update that alphabetizes all automation rules. This should get you started with keeping your rules together, but we’ll be working on future updates that will improve automation organization going forward. Stay tuned!

    Elizabeth Sanicola supported this idea  · 
  11. 27 votes

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    Elizabeth Sanicola supported this idea  · 
  12. 99 votes

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    Elizabeth Sanicola commented  · 

    This would be incredibly helpful. We often present customers with multiple scenarios and they pick and choose. Currently, we are generating 2-5 individual quotes to show this so that the customers don't get sticker shock.

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    Elizabeth Sanicola commented  · 

    This would be a huge help for us as well!

  13. 17 votes

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    Elizabeth Sanicola commented  · 

    It would be hugely helpful if you could include an activity section for any automations. This would be a super helpful way to ensure:

    1. the automation is working as intended
    2. help us see how used/useful the automation is or if we should reevaluate.

    Seeing just a few of the last times the automation was run (5-10) would probably be sufficient along with the dates they ran on (for frequency checks). Thanks!

    Elizabeth Sanicola supported this idea  · 
  14. 58 votes

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    Elizabeth Sanicola supported this idea  · 
  15. 31 votes

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    Viewed  ·  5 comments  ·  Settings » Automation  ·  Admin →
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    Elizabeth Sanicola supported this idea  · 
  16. 17 votes

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    The fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).

    You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.

    Elizabeth Sanicola supported this idea  · 
  17. 15 votes

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    Viewed  ·  2 comments  ·  Communication » Email  ·  Admin →
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    Elizabeth Sanicola supported this idea  · 
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  18. 20 votes

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    Elizabeth Sanicola supported this idea  · 
  19. 6 votes

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    Elizabeth Sanicola supported this idea  · 
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  20. 37 votes

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