Documents, Photos, Forms & Attachments
225 results found
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Automations Triggered by Forms
I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.
9 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
58 votes -
Extend Character Limit for Checklist Options in Forms
I would like to be able to fit more words in each item for the checklist in forms. Currently, the character limit is small.
1 vote -
STATUS SORT FOR WORK ORDER
IT WOULD BE AMAZING TO SORT STATUS (I.E. OPEN, CLOSED, ETC.) IN THE WORK ORDER SECTION OF THE WEB AND MOBILE APP.
1 vote -
The ability to pin a note or email
It is easy to lose track of important emails or notes regarding projects, so an ability to "pin" said note or email would be helpful.
1 vote -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
10 votes -
receipts
To have a receipts option under documents downloads that would give you a box to put the cost of the receipt in. This could auto total on the financial page. It would help keep track of job costs. This could theoretically integrate into a post job budget check.
2 votes -
Draft vs sent status
When an email is sent from the activity folder we are able to add additional comments to the email, and we really like doing this to have better communication with the customer. However, when sent from the activity folder the status isn't changed from draft to sent, it stays in draft. Then our office manager sees that we have a bunch of estimates that are only in draft status, when in reality they have been sent to a customer.
1 vote -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 votes -
Attach Pictures And Documents to Estimates/Invoices
Not only should we be able attach Pictures AND Pdfs that are multiple pages, but also please make it to where they can be attached to the estimate or invoice as a whole vs. to a single line item. (Similar to "Add Item/ Add Section", but Add Attachment).
The way it is right now, our salesmen have to send the estimate and/or invoice then a Separate email that includes the pictures and documents needed for the homeowners to have Legible, Large Format documents to submit to their HOA or insurance company. It adds steps that are supposed to be simplified…3 votes -
Enable Deletion of Icons, Logos, and TXT files auto extracted from emails when we email them in
It would be great if we can filter out or allow deletion of icons, logos, and txt files automatically extracted from emails. It consumes pages of photo space and you can't readily find what you need. I fully understand disallowing attachment deletion for recordkeeping sake, but is there a way to allow deletion of .png and .txt files only? Or maybe filter by file size and if they are under a certain size AND are .png or txt, allow deletion? It would make things cleaner and more organized if this was possible. Or if we could even send screenshots and…
1 vote -
Photo descriptions on Financial docs
When adding photos to work orders and other financial documents, automatically include the photo description from the photo section of the contact or job they are being uploaded from
1 vote -
Indicator on photo comment on mobile phone
Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.
5 votes -
Square calculator
Create a form or excel/google sheet file that can be added to a job to help calculate squares/materials when measurements were done by hand. Currently doing this in google sheets then having to add into to JN
2 votes -
1 vote
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Ability to edit work order number to match job number
When submitting a work order you should have the ability to make the work order ID number editable. It currently generates a number that could be correlated to a completely different customer/job with that same number. Why not make this editable to so that customer, job, and work order have the ability to all have the same ID number? Giving us the ability to make this change in the template would help associate the work order to that customer.
1 vote -
Signatures on WORK ORDERS
Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.
2 votes -
Virtual photo release form
A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.
2 votes -
Scan document to create fillable form
Ability to scan document or form to create a fillable form or document that can then be signed
1 vote -
Ability to delete or hide company documents that are associated with active records.
Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.
16 votes
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