Chad
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An error occurred while saving the comment Chad
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We were frustrated as well, since we utilize “created documents” for many purposes, and were told there wasn’t the ability in JobNimbus in regard to created Documents. However, there is, and without having to have an employee electronically/digitally sign. I have a feeling a lot of people don’t know of this feedback side of JobNimbus, so if this Post for “Notifications for When Document is Digitally signed” could start showing it’s getting some attention, and JobNimbus would contact us with how we’re achieving automatic notifications when a document’s been signed, we’d be happy to share, but it’d be great for the info to be added to the Help Center and all users be notified via the announcements. If it’s been included in any help sections by now, I’ve missed it. Generating some interest in the post might get it some attention.
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.