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52 results found

1. Import, Export, and Bulk Edit Products & Services

   209 votes

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   41 comments  ·  Financials » Products & Services  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jan 15, 2024
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   Chad commented  ·  Jan 15, 2024  ·  Edit…  ·  Delete…

   Allow importing and exporting of items to Products & Services via .csv or other spreadsheet format.

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2. Reply to Emails outside of JobNimbus

   16 votes

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   2 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

3. Change the email sender from "JobNimbus" to Company Name

   41 votes

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   2 comments  ·  Communication  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

4. Be able to add PDF's to email templates for automations

   13 votes

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   0 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

5. Store Frequently Used Email Addresses

   7 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

6. Ability to type personal message when emailing invoices

   34 votes

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   Viewed  ·  3 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

7. Ability to make email templates private/restricted

   5 votes

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   0 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

8. Email - forwarding and replying

   4 votes

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   0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

9. Allow CC and BCC fields in emails

   132 votes

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   15 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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   Chad supported this idea  ·  Jul 20, 2023

10. Out of Office Automatic Email Reply

    41 votes

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    Viewed  ·  3 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Jul 20, 2023

11. Customer communication inbox

    76 votes

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    13 comments  ·  Communication » Notifications  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Jul 20, 2023

12. Ability to add documents to email templates

    30 votes

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    2 comments  ·  Communication » Templates  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Jul 20, 2023

13. Complete Email Overhaul in JN

    32 votes

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    0 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Jul 20, 2023

14. Email Integration Chrome/Gmail/Outlook - Email from Own Domain

    140 votes

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    Viewed  ·  36 comments  ·  Communication » Email  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Jul 20, 2023

15. Ability to link Engage conversations to associated jobs.

    14 votes

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    3 comments  ·  Communication  ·  Delete…  ·  Admin →
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    Chad commented  ·  Jul 20, 2023  ·  Edit…  ·  Delete…

    This is a high priority level worthy request. For anyone using the Jobs portion of JobNimbus, this is critical for those who have separate Job entries for repeat annual service visits; customers who are property management companies; customers who have multiple rental properties, etc. Any recorded communication through Engage/text should be recorded under the Job it pertains to, and not lumped in under the Contact with all the other text conversations. A property management company may be the Contact, with several Jobs for different properties under it, which themselves could have a different sales rep/estimator/tech assigned to. So imagine 4 active Jobs with 3 different sales reps/estimators/techs/etc. working them, all texting at different times, same times, etc. There’s no way to keep it orderly if text communications from any/all Jobs are lumped/dumped under the Contact. Currently, it doesn’t look like there’s a way to know which Job the text conversation applies to.

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    Chad supported this idea  ·  Jul 20, 2023

16. Email from a Contact or Job Without An Email Address

    4 votes

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    Viewed  ·  1 comment  ·  Mobile  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Nov 10, 2022

17. Emailing someone other than Primary Contact from Job in Mobile App

    2 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Nov 10, 2022

18. How to clear out the "pending estimates" in the mobile app

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    0 comments  ·  Mobile » Web Functionality To Mobile  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Nov 10, 2022

19. Be able to view more then one status at a time

    2 votes

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    0 comments  ·  Mobile  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Nov 10, 2022

20. Bulk Job Status View

    3 votes

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    Gathering Feedback  ·  0 comments  ·  Mobile » Web Functionality To Mobile  ·  Delete…  ·  Admin →
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    Chad supported this idea  ·  Nov 10, 2022