Documents, Photos, Forms & Attachments
198 results found
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Document Status changes with signature status
There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.
6 votes -
Edit Columns on Material orders and Work orders
I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.
3 votes -
Edit, download, and email forms
We want to be able to edit, download, and email the forms we create in JobNimbus
27 votes -
Upload Standard Templates into JN
A way to upload our standard templates into JN and fill them in & send to customer from JN
3 votes -
Download PDF of forms
Ability to download a filled out form as PDF
12 votes -
Ability to delete or hide company documents that are associated with active records.
Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.
17 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
4 votes -
Create a report from forms
I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.
17 votes -
Form Answers ability to map to custom field.
Ability for answers to Forms questions be mapped to custom fields.
8 votes -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
11 votes -
Using E-signature on PDFs
The option to e-sign a PDF document uploaded. Currently this can only be done with documents made within JobNimbus.
9 votes -
Form Data to flow to a template to create estimate
It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.
7 votesThis functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
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Delete and print forms
I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.
62 votes -
Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…
11 votes -
Upload PDF in Photos Tab
Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.
9 votes -
Add a page to a signed document
Ability to add another page to a signed document to have it signed so the document could be all in one spot instead of multiple places.
3 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
55 votes -
Download Completed Forms
Would like to be able to download forms or have it as a document that can be sent as an attachment
6 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
14 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
58 votes
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