Elizabeth Sanicola
My feedback
55 results found
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125 votes
An error occurred while saving the comment Elizabeth Sanicola
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An error occurred while saving the comment 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"?
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37 votes
We completely agree and it’s something that we’ve been wanting to do since the beginning of boards.
It’ll be coming, we’ll keep you posted!
Elizabeth Sanicola
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35 votes
An error occurred while saving the comment 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.).
Elizabeth Sanicola
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34 votesElizabeth Sanicola
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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!
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!
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!
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110 votesElizabeth Sanicola
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76 votes
Would this be for providing emphasis on certain products/services, or certain aspects of products/services? Do you have examples that you could share with us, or specific cases where this would be useful?
Elizabeth Sanicola
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72 votesElizabeth Sanicola
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149 votesElizabeth Sanicola
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20 votesElizabeth Sanicola
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21 votes
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
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27 votesElizabeth Sanicola
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99 votes
An error occurred while saving the comment 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.
Elizabeth Sanicola
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An error occurred while saving the comment Elizabeth Sanicola
commented
This would be a huge help for us as well!
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17 votes
An error occurred while saving the comment 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
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58 votes
Tasks is a great way to mitigate this situation, but we know that having a lightweight checklist would be a lot more convenient for something like this. It’s on our list!
Elizabeth Sanicola
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31 votesElizabeth Sanicola
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17 votes
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
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15 votesElizabeth Sanicola
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Elizabeth Sanicola
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20 votesElizabeth Sanicola
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6 votesElizabeth Sanicola
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Elizabeth Sanicola
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36 votesElizabeth Sanicola
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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.