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roof911

My feedback

  1. 8 votes
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    2 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →
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    roof911 commented  · 

    The inability to do this very thing just cost me $224. How so? The default email for invoicing can't be altered. I forgot to change the default to a custom one I had made. The WePay option never warns the customer that they will incur a fee. They ran a card for over $13000. Fee was $447. The customer freaked. I had it spelled out in my contract but they didn't see it. I agreed to eat half the fee or $224 and cut them a check. Bottom line, there is a repeat theme in the JN software that defaults are treated as sacred. The user cannot alter them or assign a new template as the default. I want my default invoice email to spell out the nature of the WePay fee with an example for those customers who don't do math. Your chosen CRM should not cost you money because of such limitations. This is the third major problem I have had with JN. The other two were essentially disregarded and I was told to work around the limitations. That is the wrong answer.

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  2. 1 vote
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    0 comments  ·  General  ·  Flag idea as inappropriate…  ·  Admin →
  3. 1 vote
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    0 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 16 votes
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    Viewed  ·  6 comments  ·  Communication » Email  ·  Flag idea as inappropriate…  ·  Admin →
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    roof911 commented  · 

    This request is so obviously a need that I am dismayed it has not been taken seriously. Hey coders out there in JobNimbus world, I recommend focusing your attention on the word "template". Retyping the exact same subject line over and over in a "template" defeats the purpose of the concept "template". Hello? This idea was posted three years ago.

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  6. 1 vote
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    0 comments  ·  Dashboard & Reports » Custom Reports  ·  Flag idea as inappropriate…  ·  Admin →
    roof911 shared this idea  · 
  7. 9 votes
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    Viewed  ·  0 comments  ·  Settings » Automation  ·  Flag idea as inappropriate…  ·  Admin →

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