Documents, Photos & Attachments
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Ability to move documents between contacts and jobs
Super annoying that if we accidently create an estimate in contacts instead of jobs that we can't simply just go to the estimate, edit it, and re-label the estimate for the job instead. This also goes for pictures, etc.
4 votes -
The Ability To View a PDF as a PDF
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.
10 votes -
Attach files in document to emails
Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.
8 votes -
Navigating JobNimbus Web App
An update changed how JobNimbus treats images. Previously, you could simply right click on a picture and select open in a new window which would allow you to quickly access/view/manipulate multiple photos with ease. Now the only way is to download the photo and then open it back up in your web browser. This needs to be addressed.
2 votes -
Deleted photo in an activity report
A way to run an activity report for deleted photos.
1 vote -
7 votes
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I'd like to be able to use the short codes for start date/time and end date/time in an email template
I'd like to be able to use the short codes for work order scheduling inside an email template to share scheduling reminders with my customers
2 votes -
Uploading HEIC photos
User would like the ability to upload HEIC photos into JobNimbus.
1 vote -
I would like the option to re-arrange the order my attachments show
Give us the option to re-arrange attachments
1 vote -
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.
1 vote -
Printing Attachments from client's file
I would like to be able to print attachments from clients file. I would also Like to be able to cut and paste clients email address from their file.
5 votes -
Able to delete multiple files in the attachments at one time
Able to delete multiple files in the attachments at one time. Having to individually delete things is a horrible use of my time.
6 votes -
Integrate Power point with Jobnimbus for sales presentations
I think it would be beneficial to have a power point feature in Jobnimbus for sales presentations.
1 vote -
Stop Showing the Payment Link in Invoice PDFs
There is nothing quite as dumb as a link on a printed piece of paper. You've all seen that black and white document with ONE blue underlined email address or webpage on it, and you feel so dumb for whoever did it, because we can't click paper.
YET!! JN won't let us remove the "Make a Payment" image from invoices.
In my perfect world, it would be something that we could include in the invoice email (that doesn't send until we confirm addresses and template). The PDF shouldn't have it, or should at least have the option to turn it…
2 votes -
Template Questions
What is Template Questions? Can't find an explination.
1 vote -
Photo sort by date
Why does JN scramble photos when they're uploaded from my computer? I take photos in chronological order so when I get back to the office I can view them in the order I take them. Unfortunately my company is mandating using JN and I'm forced using 2 different systems simply because the photos get scrambled up. AS well, it doesn't even seperate drone photos from device photos. My aerials are all mixed up with my roof top photos
14 votes -
Attachments section should be better organized.
Attachments section should be better organized.
3 votes -
Organize attachments by label type rather than the actual file type.
Ability to organize attachments by label type in JobNimbus rather than the actual file type.
1 vote -
Organize attachments by file type rather than the actual file type.
The ability for attachments to be organized by label type in JobNimbus rather than the actual file type.
1 vote -
didn't separate photos from documents
many docs come in as jpeg so now I have to remember to search separate areas to find docs that just may have a jpeg extension
or at least let me designate if it is a photo or document1 vote
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