Scott Scheur
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8 votesScott Scheur
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8 votesScott Scheur
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144 votes
You can use Email Templates to add signatures for each user when sending emails from either the Add Note feature or when sending automated emails.
Direct email signatures per user from their profile is still on our development list but this is a great workaround in the meantime.
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1 voteScott Scheur
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3 votesScott Scheur
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1 voteScott Scheur
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68 votes
We want to officially support Change Orders soon, but in the meantime most JobNimbus customers are using Work Orders to manage this work.
As for folders, you can vote for that specific feature here: http://jobnimbus.uservoice.com/forums/136212-general/suggestions/6066331-folders-for-attachments
Alternatively, you can use File Types to act as “folders” for your attachments. You can manage your file types by going to Settings > File Types and setting different ones, essentially what would be “Folders”, and then you can use those “folder” names (or file types) to filter your Attachments list based on those “folders”. It actually works pretty well if you have it set up right.
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There is no easy way to do a change order for a customer. They do happen often enough where it's a thing. We have a workaround using Legacy estimates, set as a change order, and then converted to a work order set as a change order.
It's needed under the Estimates because it does affect the project price.
As we use the new experience, I'm worried I'll lose that work around
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1 voteScott Scheur
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15 votesScott Scheur
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8 votesScott Scheur
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31 votesScott Scheur
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17 votesScott Scheur
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39 votesScott Scheur
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218 votesScott Scheur
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It would be great to have a setting for individual Team Member Signature lines. Thus, allowing it as a field on email templates for automations.
We use third party Signature software (Gimmio).
In order to use this signature in JN, Specifically in automated emails, we have to have multiple duplicates of the automation and the email templates. One for Each Rep/Employee
A designated {{{SalesRepSignatureLine}}} would be awesome! Linking it to a preset Signature Line setup for each Team Member. (similar to email program signature line settings)
We used to use a JN signature:
{{JobSalesRepName}}
📞 {{{JobSalesRepPhone}}}
📧 {{{JobSalesRepEmail}}}
{{{JobSalesRepImage}}}
{{{LocationLogo}}}
FenceMaxx.com
{{{CompanyAddress}}}
FaceBook
Google
Instagram
.... but the software generated ones are consistent with our Gmail (outlook, etc) and have more versatility with creative aspects.