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.

    6 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    2 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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.

    4 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

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

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

    13 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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?

    11 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    7 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  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.

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Organize photos in the order they're uploaded.

    Make it possible to have photos organized in the order they're uploaded. I take my photos in a specific sequence. This is extremely crucial, and if not changed, will have me looking to other CRM options.

    20 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  11. Property photos included with WorkOrders

    Currently you can only add photos with Line items in Work orders templates. It would be nice if there was an option to add a property photo in the job or contact that linked with work orders to allow my installers to see a photo of the property they are going to be working on.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    9 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to set up folders/albums in documents & photos tab

    Ability to set up folders in documents & photos tab to be able to upload before, during and after photos or to organize based on issues or concerns

    7 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. British Summer Time should be accounted for in task time template fields

    The time didn't adjust for BST so when our automation sends out the email template with the task time, it's showing it as 1 hour later on the email.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. social media icons

    I would like to easily be able to upload the social media links to my signature. I'm not good at this and would really appreciate a clean, easy way to add social media to my signature that looks professional.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  16. Company Library

    It would be really helpful to have a company library feature. I would like to store some contracts and warranty docs if possible that would not be linked to specific customer but could be added when needed.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Downloading Attachments

    The option to select if you want to download all documents and photos or choose between documents and photos

    3 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add Notes templates with template questions

    Currently in Jobnimbus you can create a document template with template questions. I would like to see this functionality also allow for notes templates to be crafted and have similar questions be available for notes that we need to input but need in the activity log .

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Pictures resized in estimates

    NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.

    7 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. Reference Map showing all the locations of jobs you have done in a particular location

    I used to work for a company who developed their own CRM that had a "reference map". I would be able to click on that it would track my location then show all the different addresses where we did work so If I was in out in the field, I could show a potential customer where we have done work near them. Once I clicked on the icon for the address, it would show a small description of what work was done. This tool worked wonders making customers feel comfortable being able to show work we have done in their…

    8 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
← Previous 1 3 4 5 6 7 8
  • Don't see your idea?

Documents, Photos & Attachments

Categories

Feedback and Knowledge Base