Documents, Photos, Forms & Attachments
198 results found
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Access all of documents photos related to the contact in a job
We have clients that will send us an email with photo attachments. the settings will allow the attachments to save to the photos or documents tabs related to the client, but not the job. Then we create the estimate in a job (because our clients tend to have multiple projects, unrelated to each other), but have to re-upload those exact same photos to the job to attach them to he estimates.
I'd like to be able to access any photo related to that client, within the job. But specifically with the estimates, as well.
11 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 -
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 -
Ability to add attachments to email templates
Whenever we email out an estimate, we would love to be able to send some attachments with it about our company, etc. Currently, we are not allowed to add an attachment when clicking "email estimate". We also have an automation that sends an email, but there is no option to add an attachment to email templates.
11 votes -
uploading multiple photos nimbus auto names most photos the same name
, so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.
07/08/2021 11:50:45.jpeg
Type: Document
Size: 124 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 354 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021
Uploaded by Lawrence Watts
07/08/2021 11:48:30.jpeg
Type: Document
Size: 303 KB
Date Created: Thursday, July 8, 2021
Date File Created: Wednesday, July 7, 2021…11 votes -
11 votes
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EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
10 votes -
Convert All Photos to a Single PDF
I would like to be able to create a PDF within JobNimbus of all photos attached to a job and then be able to email that PDF out. This would be preferable to downloading all photos into a zip file that I then have to email out.
10 votes -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
10 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Create folders for pictures
Be able to create multiple folders for pictures
10 votes -
Ability to Move Signatures to separate places on documents
Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.
10 votes -
Rename Photos Within JobNimbus
Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..
10 votes -
Change Photo Resolution/Size Options
When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?
10 votes -
Ability for customer to select options on estimate online and sign online
We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.
10 votes -
Ability to edit the default email that's sent for e-signing
I want to be able to update /customize the default email message that is sent with e-signature requests.
10 votes -
Forms Cover Page
I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.
9 votes -
9 votes
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Checking off items on a Work Order
People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.
9 votes -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
9 votes
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