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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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275 results found

  1. Create a gallery view for photos.

    Be able to see photos on a grid view instead of having to scroll through so much empty screen space.

    23 votes

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  2. Ability to edit photos via browser version of JobNimbus

    Need the ability to edit photos via the browser version of JobNimbus. The only ability to edit photos at this point is to do so via the mobile version. This is very limiting.

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  3. Ability to upload photos for Proposal Cover

    Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.

    8 votes

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    1 comment  ·  Proposals  ·  Admin →
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  4. Company Documents- Videos and/or powerpoint uploads

    Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
    Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.

    3 votes

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    1 comment  ·  Admin →
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  5. Upload Photos to the Document Tab

    When out in the field, we often take pictures of documents to upload into JobNimbus. It would be nice if we could have these upload under the documents tab instead of the photos tab. I understand that it is currently limited by the file type, but it is my opinion that I should be able to choose which tab it shows up under regardless of file type.

    2 votes

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    1 comment  ·  Photos  ·  Admin →
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  6. 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

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    0 comments  ·  Documents  ·  Admin →
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  7. Require Input on Contracts

    When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  8. Photo/document sorting and photo/document page controls

    We typically have a lot of photos for our jobs. I would love to have the ability to have controls on both the bottom and the top of the photo/document pages. Also, the option to sort from oldest to newest would be great.

    In short:
    The ability to reverse sort photos from oldest to newest.
    Also having the same controls on both the bottom and the top of the page

    2 votes

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    0 comments  ·  Photos  ·  Admin →
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  9. I need to be able to edit a form from pc once it is submitted

    I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  10. Share Link on Mobile App

    I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.

    2 votes

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    0 comments  ·  Photos  ·  Admin →
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  11. Advanced Forms Options

    Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.

    17 votes

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    4 comments  ·  Forms  ·  Admin →
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  12. Rotate Photos

    I would like a feature added to be able to rotate photos once uploaded to a contact/job.

    3 votes

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    0 comments  ·  Photos  ·  Admin →
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  13. Form Formatting and Emailing

    When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.

    I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.

    I would also like if, when composing an email, you could attach a form to the email.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  14. 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.

    8 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Resort Template Questions

    Resorting of template questions.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  16. Template Questions write to custom fields

    Template questions can write or be mapped to custom fields.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  17. Preview Documents in .doc Format

    I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  18. Photos Folders

    be able to create a photos folder with sublabels' for each job

    1 vote

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  19. 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.

    8 votes

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  20. Adding Photos to Automations

    I have figured out how to add photos to the automated texts & emails, but they show as a link. We need a way to insert the photos so they will show without the link JUST the photo.

    1 vote

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