New: Note Email Templates, Advanced Workflows, Private Notes in v1.25

In v1.25, we’re bringing some brand new features to the table that are sure to increase your productivity, decrease busy work, and optimize your workflow.

A whole new way to send emails with Email Templates for Notes

This brand new feature brings a whole new way to send emails from JobNimbus like never before.

Now when you go to send an email from a Note on a contact or job, you can add templates to the note body to auto-fill in details and even use template fields to merge in information like the contact’s name, the job address, and more.

What’s more, email templates are so flexible that you can actually use just sections of an email (for example a company letterhead, an email signature, or a terms and conditions section) or you can insert whole emails with merge tags so you don’t have to type a single word before hitting “Send”.

To get started, you just need to create some email templates by going to the Templates tab in your Settings. The use the Add Template button to select Email.

You’ll never send emails from JobNimbus the same way again (well, you might, but just until we can get these templates available for when you email estimates, documents, and more).

We’ll be publishing more tips and tricks for how to get the most out of Email Templates over the next few weeks, so be sure to come back to our blog for more!

Create email templates

 

Oversee Each Step of Your Process With Advanced Workflows

Our recent updates to permissions in v1.24 was just the beginning. Today, we’re announcing an update to permissions with Advanced Workflows.

The idea of Advanced Workflows is that it gives more power and control to your group leaders and other admins to oversee contacts and/or jobs at certain stages and gives them, and only them, permission to move the job forward.

You can set who has permissions to move items to which statuses, and use automation to notify those team members that a job or contact requires their attention. Or, you can use the new @mention feature to communicate that a job is ready for revision.

Get started with Advanced Workflows by heading over to the Features tab in Settings and hitting Enable. Then, edit your Contact Workflows and Job Workflows to suit your needs.

Enable advanced workflows

 

Make Notes and Attachments Private

Another addition to our permissions overhaul from v1.24 is a new option to make certain notes and attachments private.

Sometimes you just need to add a note or an attachment that is “for your eyes only.” You know, all top secret, hush hush, 007 kinda stuff.

We’ve added a new checkbox on all notes and attachments (both new ones and ones that are already saved in JobNimbus) to make the note or attachment private. We’ve also added a new permission in Access Profiles to allow team members with that profile to see private items or not.

Once you’ve got your permissions set on each profile, you’re good to start uploading all those confidential FBI documents you’ve been hiding under the floorboards all those years.

Set privacy permissions

 

Performance Enhancements, Bug Fixes, and More

Never to be left out, we’ve made a flurry of improvements and fixed several bugs that were doing naughty things around the app.

You should notice the app moving quicker between pages and saving items faster as well, if even just a little bit here and there. Every little bit counts.

Start Using These Features Now

As always, the great thing about updates in JobNimbus is that they’re ready right now for you to use. No need to download, install, or fiddle with anything in order to get them to work.

Just log in to the web app and get started enjoying all the new features, all free and available now!

Leave a Reply

Your email address will not be published.

Grow your business

JobNimbus is more than software—it’s a true growth accelerator. Boost efficiency and maximize profit with the simple, all-in-one tool.

Tickets Include

  • Hotel room
  • Unlimited food and beverages (including alcoholic beverages)
  • Transportation to and from the airport in Cabo
  • The event itself
  • Swag bag
  • Workbook
  • One-on-one time with specialists

Room Stats

Room Size | 522 FT² Consider this your all-access pass to excess, dripping in both luxury and ocean views. Available in king-sized or two queens – all featuring 300-count Egyptian cotton sheets.

JNSS Agenda

4:00 PM - Hotel Registration & Check-in

Check into your room, get settled, and prepare for the Welcome Party!

6:00 PM - Rooftop Welcome Party @ Los Gallos Mexican Restaurant

Join us at Los Gallos and start this summit off right! Drinks and hors d'oeuvres will be served.

9:00 PM - After Party @ Moonlight Lounge

Celebrate a day well-traveled with drinks, dancing, and good company.

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - A Look into the Future of JobNimbus

Special announcement from our CEO, Ben Hodson, about new solutions coming to JobNimbus!

10:15 AM - Mastering Your Boards

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

11:30 AM - Automation Domination

Powerful automations build a better business. Let JobNimbus handle the details so you have more time on your hands.

12:00 PM - JobNimbus Best Practices - Customer Panel

JobNimbus Best Practices led by current JobNimbus Superusers.

3:00 PM - Breakout Session #1

  • Creative Hiring @ The Red Pool
  • 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • Product Feature TBD @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • Build Reports That Get Results @ The Red Pool
  • Coffee Talk @ The Eden Pooll
  • Get Connected With Our Integrations @ Moonlight Lounge

7:00 PM - Dinner Party on the Beach

It's a party on the beach in Cabo! Dinner will be served in our custom dug-out beach area. Enjoy this unique experience!

9:00 PM - After Party @ Moonlight Lounge

Put on your dancin' shoes! Leveling up is hard, come let loose at the after party. Grab a drink and chat with great company!

8:00 AM - Breakfast

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - The Importance of Company Values

Create more than just a job—establish a culture that no one wants to leave. Discover how to build your business around a core set of values.

10:00 AM - Leverage the Partner in Your Pocket

Learn about our new key features of our mobile app and what it can do to increase your team communication and efficiency.

10:30 AM - Get the Most Out of JobNimbus Integrations

See all the ways integrations can speed up your processes and help you grow your business.

12:00 PM - JobNimbus Best Practices

Boards are your best friend in JobNimbus. Learn how to use Boards to master your visibility and customization.

3:00 PM - Breakout Session #1

  • - 1099 vs. W2 - Tips & Tricks @ The Eden Pool
  • - Getting Your Team On-Board @ The Red Pool
  • - Simplifying Payments @ Moonlight Lounge

4:00 PM - Breakout Session #2

  • - JobNimbus on the Go @ The Red Pool
  • - Establishing Team Commitment with Workflows @ The Eden Pool
  • - Product Feature TBD @ Moonlight Lounge

6:00 PM  - Crew Party @ Serrenade Terrace (Crew-members only)

Calling all Crew members! We have an exclusive tequila-tasting experience for you, and you guessed it—a cornhole championship!

7:00 PM - Awards Dinner @ Muse Terrace

A thank you dinner to recognize what matters most to JobNimbus: our contractors!

9:00 PM - After Party @ Moonlight Lounge

Saying goodbye is never fun. One last after party to get everyone together with drinks and dancing, of course.

8:00 AM - Breakfast with Execs

Food will be available in the exhibit hall before the start of the conference.

9:00 AM - Simplifying Payments

Payments shouldn't be something to stress about. Let's break 'em down to simpler terms.

9:30 AM - **Special Announcement**

We are so excited to share this special announcement with our attendees! This is something you'll want in on from the front lines.

10:30 AM - Keynote Speaker

Special speaker TBA—stay tuned!

12:00 PM - EVENT END

Do you need help overcoming life's challenges?

I’m here to help! Make the first step to improve your life by reaching out today.