Documents, Photos, Forms & Attachments
287 results found
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PHONE NUMBER OF PRIMARY CONTACT IN JOB
Having to click on the primary contact just to see a phone number is problematic when people forget to go back to the job to add notes or documents believing they are still in the job.
It is also one extra step that needs to be done.
3 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 We should be able to delete or hide those if they are outdated.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 -
Deleting Document Templates
I would like the ability to delete a document template from a contact & have it also remove the attachment from the document tab, without having to manually delete from both areas.
2 votes -
Add form to Contact/Job from the web browser version of JobNimbus
We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.
6 votes -
Allow Table Editing In Reports
When we run a report, it would be great to be able to edit within the table. I understand some fields being locked, but for the most part, we should be able to click within a custom field to then update the data as it shows in the table vs having to open each job record and manually make the changes.
1 vote -
Customize expiration time frame for Estimate/Document Signature Requests
I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours
32 votes -
Restrict visibility access for different Attachment Categories
Visibility on different types of documents.
Prevent certain groups/individuals to be able to see certain types of Attachment Categories.
3 votes -
Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
4 votes -
Attach Specific Document Types in email template
Because you are able to define each document type which is uploaded, I WOULD THINK that you can make an email template that attaches all documents labeled as user defined "Document Type" to an EMAIL TEMPLATE. IF you can add this feature it would make the process 100x easier.
ie If job status is set to follow up - send email template "follow up" Attach all documents with type as "follow-up documents"
2 votes -
3 votes
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Notifications in Desktop Site
Our office staff who work in front of the computer all day want to see "Notifications" in the desktop site. This prevents them from picking up their phone getting distracted by the MILLION other notifications waiting for them on their phone:) Instagram, Snapchat, Twitter, personal texts etc.
1 vote -
Create a report from forms
I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.
12 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
5 votes -
Edit and Delete Capabilities for Administrators
I would like to delete a form or edit it, as I have experienced forms being created under the incorrect jobs, and there is no way to rectify this.
As an administrator, I should be to delete and/or edit EVERYTHING.
This is very frustrating.
1 vote -
Notifications for When Document is Digitally Signed.
An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.
59 votes -
Make Form drafts visible to office
If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.
11 votes -
6 votes
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Attach a "Company Document" onto a document template
ok guys, are you ready for the next big thing? Another billion dollar idea? So the document feature is almost perfect, but we need to have access to attaching a "Company Document" to a "document" we create from a template. I created some cool PDF's from illustrator to bolster up the template look, you know, eye candy for the clients, but in order to hook the pdf to the newly created document, the pdf must first be downloaded from the "company documents" to my computer, then uploaded to the individual contact, then create document, then connect. I propose having the…
11 votes
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