JobNimbus Feedback

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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. Fix photo problem

    Photos import from the last job viewed. Requires the user to refresh the browser every time they are viewing a new job. Super annoying and could cause problems if someone made a decision based on the wrong photos. Please fix

    3 votes

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    1 comment  ·  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.

    11 votes

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    4 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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.

    7 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    12 votes

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    2 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  5. Adjust settings when viewing photos to have the ability to default to show all photos instead of just 5

    We regularly have team members look at photos prior to beginning a job. It can be frustrating when a team member doesn't realize the photos tab defaults to only show the first 5 photos as they are scrolling through. Having the ability to default it to all photos or 100 photos and have it save that way in your preferences would be a great help.

    2 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. open documents in new window

    Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…

    1 vote

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Change Photo Resolution/Size Options

    When adding photos to Work Orders or Estimates, we are limited to one image size. Sometimes it would be helpful to be able to have a better/larger image to support the documentation on the project. Would it be possible to allow for a selection of small, medium or large photo sizes to attach to our work orders and estiamtes?

    2 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add more invoice template options or allow more formatting options.

    There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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.

    11 votes

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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    6 votes

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Organize attachments in order

    I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized

    2 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. Bigger images on the Job level

    Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.

    1 vote

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  14. Separate photos from Documents in Access Profiles

    I would like to be able to allow access to see photos, but not documents. For example, if I want someone to be able to see photos of a project, but not be able to see insurance estimates, product invoices, or contracts.

    Photos really are separate, and have different levels of sensitivity than actual documents.

    1 vote

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to create Google-style documents and spreadsheets

    Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.

    2 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Better organization for documents and photos

    We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...

    2 votes

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

    5 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Mass Delete Photos and Attachments

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

    16 votes

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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  19. Edit attachments to notes on a job

    After saving a note with an attachment, it would be helpful to be able to go back and edit or delete the attachment without deleting the whole note and re-doing the whole thing.

    1 vote

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. moving multiple photos

    I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.

    1 vote

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
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