Documents, Photos, Forms & Attachments
196 results found
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Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Attach Pictures And Documents to Estimates/Invoices
Not only should we be able attach Pictures AND Pdfs that are multiple pages, but also please make it to where they can be attached to the estimate or invoice as a whole vs. to a single line item. (Similar to "Add Item/ Add Section", but Add Attachment).
The way it is right now, our salesmen have to send the estimate and/or invoice then a Separate email that includes the pictures and documents needed for the homeowners to have Legible, Large Format documents to submit to their HOA or insurance company. It adds steps that are supposed to be simplified…3 votes -
Indicator on photo comment on mobile phone
Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.
5 votes -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
2 votes -
Signatures on WORK ORDERS
Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.
2 votes -
Populate documents from Forms
Add ability to populate documents using information entered on forms.
2 votes -
Virtual photo release form
A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.
2 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 We should be able to delete or hide those if they are outdated.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 -
Deleting Document Templates
I would like the ability to delete a document template from a contact & have it also remove the attachment from the document tab, without having to manually delete from both areas.
2 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.
16 votes -
Add form to Contact/Job from the web browser version of JobNimbus
We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.
6 votes -
4 votes
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Live Documents
We have supplements to send to insurance, and often those are figured out on the job and on the fly. It would be better to have a simple document that could be opened, typed in, saved, and closed....and then opened again later in the day to do it again until the job is complete. It would be more akin to a Google Drive document.
2 votes -
Restrict visibility access for different Attachment Categories
Visibility on different types of documents.
Prevent certain groups/individuals to be able to see certain types of Attachment Categories.
4 votes -
Customize expiration time frame for Estimate/Document Signature Requests
I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours
32 votes -
Download PDF of forms
Ability to download a filled out form as PDF
11 votes -
Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
4 votes -
Attach Specific Document Types in email template
Because you are able to define each document type which is uploaded, I WOULD THINK that you can make an email template that attaches all documents labeled as user defined "Document Type" to an EMAIL TEMPLATE. IF you can add this feature it would make the process 100x easier.
ie If job status is set to follow up - send email template "follow up" Attach all documents with type as "follow-up documents"
2 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
5 votes -
Notifications for When Document is Digitally Signed.
An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.
59 votes
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