JobNimbus Feedback

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Documents, Photos & Attachments

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  1. 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 →
  2. 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.

    6 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Update template fonts to match standard font sizes

    Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. 50% of Invoice Template Field

    When building a Document template, I would like an insert template field, that pulls 50% of an invoices total.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. 1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Attach most recent estimate to an email template for automation.

    The short code in the document builder for "most recent estimate" inserts an estimate amount. I would like the short code to insert the pdf of the most recent estimate to the email template. I want an automated email to go out on a status change so we don't have to send out the email and estimate manually. JobNimbus should at least change the name of the short code so it does what it states.

    4 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to Make Comments Directly Under Each Photo in Photo Document Template

    Would love the ability to make comments under each photo once I choose all the phots for the photos document. Would like so much more professional! Thanks!

    5 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. Legal Sized Documents

    Would like to be able to format document templates to fit legal sized paper.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Ability to edit table settings in document template

    Need to be able to alter table borders, settings, widths, etc after creating a document template. Currently have to edit in HTML or create new table and move data and delete old table

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Be able to customize column width

    In estimate and invoice template- would like to be able to change the size of the columns.
    Make amount column smaller= a job would have to be Billions to fit.
    If we can make Amount column Narrower then we can add more in the description column and make that wider.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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

    3 votes
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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Template Questions

    What is Template Questions? Can't find an explination.

    1 vote
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. Private notes in templates

    When creating a template, it would be beneficial if i could add a note just for the salesman writing the estimate and connect it to a specific line item. for example: We have a line item for chimney cricket for labor- the note could be "remember to add line item for plywood and two by fours. another example: some pricing fluctuates greatly from week to week, month to month. The note could say "check pricing before sending estimate".
    These notes would help new bid writers to check items that may be commonly overlooked.

    1 vote
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. A video about how to Build a template not just personalize

    There is a video on personalizing a template but not on building one in JN.

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