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Communication

Purpose

The communication feature is a great way to keep in contact with your team and customers. There are 2 ways to communicate in JobNimbus: External and Internal. External communications is for emails and sharing. Internal communications can be used for emails, notes, and @mentions.

Before we get into it

In order to get started with receiving notifications, update your Notification Preferences. To do this, click on your name in the top right corner and select "My Info" from the dropdown menu. In the My Info window, scroll down until you see the Notifications section.

Communication My Info Notification Preferences

The different preference options are as follows:

  • Task Reminders - This will send you a daily notification, letting you know which tasks are overdue, due today, and upcoming. This notification is only for emails.
  • Contact Assigned - This will send you a notification whenever a Contact is assigned to you. This notification can be sent through emails or as a push notification on your mobile device.
  • Task Assigned - This will send you a notification whenever a task is assigned to you. This notification can be sent through emails or as a push notification on your mobile device.
  • Work Order Assigned - This will send you a notification whenever a work order is assigned to you. This notification can be sent through emails or as a push notification on your mobile device.
  • @mention - This will send you a notification whenever someone mentions you in a note. This notification can be sent through emails or as a push notification on your mobile device.

Overview

External communication

The external communication feature allows you to keep in contact with your customers through sending emails and using the "Share" feature.

Email Templates

To create the same email you can send to several of your customers, you can create an email template.

To create an email template, click on your name in the top right corner and select "Settings" from the dropdown menu. In your Settings, select "Templates" from the menu on the left.

Templates Access

In your templates tab, click on "Add Template" and select "Email" from the dropdown menu. This will take you to the Template Builder.

Communication Email Template

In the Email Template Builder, you can:

  1. Give a name to your Template
  2. Add a hyperlink to your email
  3. Add an image to your email
  4. Add a table to your email
  5. Add a Template Field, these fields can add personalized information to your emails by pulling the information from your Contacts or Jobs.

In the email body field, type out your email. Use the Template Fields to make your email more personalized for your customers.

Once you are done creating your email, click on the "Add Template" button at the bottom of the Template Builder. The email template will appear under the Email Templates section in your Templates tab in Settings.

Sending an Email

There are two ways to send an email to your customers.

  1. Click on the 3 dots in the top right corner of the customer's information panel and select "Send Email" from the dropdown menu.
  2. Click on the "Add Note" button in the Activity Pane, and then change the Type to "Email".

This will pull up the Send Email window.

Communication Add Email

In the top of the window, you can:

  1. Change the note type.
  2. Choose an email template to use.
  3. Type an email if you don't use a template.

  4.   Add attachments to your email.

Communication Add Email Bottom

In the bottom of the window, you can:

  4.   Add attachments to your email.

  5.   Add a subject to your email.

  6.   Choose to whom you send your emails. You can choose from the Sales Rep, any or all team
        members assigned to the Contact or Job, the Contact or any related Contacts, any other
        Contact you choose.

  7.   Send the email.


After sending the email, it will appear as a note in the Activity pane in your Contact or Job.

Sharing

Sharing is a great feature if you want to share your customer's information with them. This works as a sort of Customer or Subcontractor Portal, as your customer will be able to view the attachments, documents, financials, and other information using this feature.

To share a customer's information with them, click on the 3 dots in the top right corner of the customer's information panel and select "Share" from the dropdown menu.

This will bring up the Share window.

Communication Share

In the Share window, you can:

  • With whom you would like to share the Contact or Job's information
  • Choose which attachments you want to allow the contact to view

After you click share, a link will be sent to the Contact to allow them to view the information you chose to share.

Internal Communication

The internal communication feature allows you to keep in contact with your team members through sending emails, creating notes, and @mentions.

Email Templates

To create the same email you can send to your team members, you can create an email template.

To create an email template, click on your name in the top right corner and select "Settings" from the dropdown menu. In your Settings, select "Templates" from the menu on the left.

Templates Access

In your templates tab, click on "Add Template" and select "Email" from the dropdown menu. This will take you to the Template Builder.

Communication Email Template

In the Email Template Builder, you can:

  1. Give a name to your Template
  2. Add a hyperlink to your email
  3. Add an image to your email
  4. Add a table to your email
  5. Add a Template Field, these fields can add personalized information to your emails by pulling the information from your Contacts or Jobs.

In the email body field, type out your email. Use the Template Fields to make your email more personalized for your customers.

Once you are done creating your email, click on the "Add Template" button at the bottom of the Template Builder. The email template will appear under the Email Templates section in your Templates tab in Settings.

Sending an Email

There are two ways to send an email to your customers.

  1. Click on the 3 dots in the top right corner of the customer's information panel and select "Send Email" from the dropdown menu.
  2. Click on the "Add Note" button in the Activity Pane, and then change the Type to "Email".

This will pull up the Send Email window.

Communication Add Email

In the top of the window, you can:

  1. Change the note type.
  2. Choose an email template to use.
  3. Type an email if you don't use a template.

  4.   Add attachments to your email.

Communication Add Email Bottom

In the bottom of the window, you can:

  4.   Add attachments to your email.

  5.   Add a subject to your email.

  6.   Choose to whom you send your emails. You can choose from the Sales Rep, any or all team
        members assigned to the Contact or Job, the Contact or any related Contacts, any other
        Contact you choose.

  7.   Send the email.


After sending the email, it will appear as a note in the Activity pane in your Contact or Job.

Adding Notes

To add a note to a Contact or Job, click on the "Add Note" button in the Activity Pane. This will bring up the Create Note window.

Communication Add Note2

In the Create Note window, you can:

  1. Change the note type. The options include: Note, Phone Call, Email, Meeting Notes, Text Message, Accurence, and Automation. Note: the Accurence option will only work if the feature is included, and Text Message will only work on a Mobile Device, as this will take you to your mobile device's text messaging app to complete the process.
  2. Add text in the body of the note.
  3. Include attachments in the note.
  4. Mark the note as private. This will allow only those with access permissions to private notes to view the note. To learn more about Access Permissions, visit our article on your Settings.
  5. Change the note to an email by checking the "Send Email" checkbox.

@mentions

In your notes, you can use the @mentions feature to notify your team members about the note. Use the @ sign followed by your team member's name to notify your team member.

The team member will be notified according to the Notification Preferences they have chosen in their My Info window.

Do's and Don'ts

Do

  • Mark your Notifications Preferences in your My Info
  • CC your jobnimbusmail.com email address when emailing a client from outside JobNimbus
  • Include emails in your Contacts and Jobs

Don't

  • Email your contacts by clicking on their email in the Contact or Job information pane

FAQ

  • I am not receiving any of my notifications.

Check your Notifications Preferences by clicking on your name in the top right corner and selecting "My Info". In your My Info window, scroll down to your Notifications section. Make sure you have checked your notifications properly.

  • What email address does JobNimbus send through?
The email address that will be sent through can be found in your settings, in the "Email" tab. It is listed under "Your JobNimbus Email."
  • How do I turn on notifications for when a task is assigned?
To update your notification preferences, click on your name in the upper right corner and select "My Info" from the dropdown menu. In your My Info scroll down to the Notifications section and check the box for "Task assigned". Make sure you click the "Save Notification" button.

 

Contact Us

Still have a few questions about setting up your company’s communication and notification preferences? Contact Support at (855) 964-6287 or via email at support@jobnimbus.com.

Have a great idea to help us improve our communication feature? Recommend features and vote for requests at JobNimbus Feedback!