Documents, Photos, Forms & Attachments
196 results found
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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 -
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.
9 votes -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
2 votes -
Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.2 votes -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
2 votes -
Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
7 votes -
6 votes
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3 votes
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bulk export photos and documents on jobs
bulk export photos and documents on jobs
3 votes -
Improve picture Quality/Size
We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.
18 votes -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
4 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
Automations Triggered by Forms
I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.
27 votes -
Ability to text a work order or other documents.
Ability to include attachments in text messages. Work orders, estimates etc
2 votes -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
2 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 -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes -
Downloadable Forms
Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!
6 votes -
Add Subcontractor Information as a Template Field
I want to be able to add contact information for a subcontractor on the work order.
2 votes -
Editing Batch Photos
So I've noticed on some devices through the app, when I choose category "Photo" It will upload them as "Inspection Photos" which can be frustrating, when SumoQuote doesn't read unless it says "Photo". So when I got to reasign or edit the photos, I have to do it individually versus edit batch photos. How nice would it be to edit batch photos, and re-categorize them. Anyways, that would be awesome. Thank you.
8 votes
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