JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos & Attachments

  1. Edit pictures

    We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.

    9 votes
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    2 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Photo arrangement in documents

    When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.

    5 votes
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    2 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to remove Document ID

    I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow for eSign by customers

    SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.

    4 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Mass Delete Photos and Attachments

    I would like the ability to select multiple photos and attachments to be able to delete them.

    15 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. Doc preview when attaching to email

    Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Gallery View or Grid View For Photos

    It would be great if, instead of seeing thumbnails in a list, we could see a larger thumbnail in a grid-type view. Maybe 2 or 3 per line. Larger thumbnails would make it faster and easier to sift through pics to find what you need.

    2 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  8. Organize documents into sub-categories

    I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Document ID attached to all pages of signed document

    Would like to see the Document ID attached to all included pages generated, including the Signature page.

    1 vote
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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  10. Hide or Void function in Attachments for Users who you don't want to have Delete Access

    We don't want to assign Delete Access to everyone, but our Sales Reps often upload their Excel takeoff as an Attachment to the Job. If that takeoff is reworked - a new Attachment is uploaded, but we don't want confusion between the two. It would be great if the original Attachment could be VOID or Marked Out in someway without being permanently deleted.

    2 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. Multiple Signatures

    Some of our documents require more than one signature. As a work around we have created duplicate documents with alterations. Is it possible to have more than 1 signature on a document? Is it also possible to have a sales rep signature line added?

    12 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Anytime I pull up Eagleview and it's a 2D report, the links to plug in the pitch do not work.

    Let me plug in pitch report data in case I'm not at the office. I should be able to do this on the side of the road or at the very least my place.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Integrate Microsoft Word for Document Template Importing

    User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.

    2 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. Attach Videos to Email Templates

    The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bulk edit uploaded photos

    Currently you can only delete photos 1 at a time. Using bulk edit i would like to be able to selected multiple photos in a contact/job and delete at once.

    8 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  16. Please create ability to insert page break.

    Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.

    14 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

    3 votes
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    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  18. Template Questions Drop Down menu

    Please add a drop down for the template questions. This my friend, will be super awesome! thanks in advance ;)

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Document Name

    We have quite a few documents we use. For instance, we have a "Voicemail Recap and Call Back Request" and a "Carrier Call Recap" we fill out when we communicate w carriers. Our typical workflow is generate document, go to the documents tab, change the type of document to "Voicemail Recap and Call Back Request" or "Carrier Call Recap". This will make it easier when looking for the document to attach to an email. In the template section we should be able to designate the document type when its generated by default. For instance create a "Voicemail Recap and Call…

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Arrow for navigating Documents

    Would like to see an arrow for easy navigation of uploaded documents; similar to the photos.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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