Documents, Photos, Forms & Attachments
287 results found
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Have a document folder just for Field techs
We would like to be able to split off documents that Field Techs utilize vs. Job Documents (that may have confidential cost data, pricing, etc..).
1 vote -
Multiple Different Signatures on 1 document
We have a contract that has multiple signature boxes and also witness boxes but at the end of the document it is only 1 signature for all signatures that is built into our contract and its electronic. I need the customer and the witness to sign each individual signature box with their signature NOT AN E SIGNATURE! It is very important when getting a legal binding contract signed that the customer sign with their signature so the cannot deny signing the contract.
1 vote -
Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
2 votes -
Create a Document or PDF of signed proposals so customer is able to save a copy of all the info
Create a link on the signed proposal to a downloadable PDF of a signed "proposal" including all attachments, so the customer is able to save a copy of all the info they just signed for there records.
0 votes -
Download Photos From Photo Viewer
I am asking for a feature: the ability to download individual pictures when you are in the photo viewer. Currently, you can cycle through the photos left to right, and play a slide show, but you can't download individual photos. The ability to download photos on the spot would be very nice.
1 vote -
Being able to delete multiple photos at once, instead of one at a time
Smart Estimate - Measurements section.
Being able to move items in the measurements sections up and down just like the "Products" page. Why can measurements not move the same as we can on Products?
THis would be immensely helpful!
1 vote -
Pin Photos to Top
I want a way to tag important photos to come up first in accounts. Searching through so many pictures in bigger accounts can be very difficult.
1 vote -
We need to be able to multi delete photos that were uploaded to the wrong file
When a new rep makes a mistake and uploads 150 photos to the wrong file, the option to multi select is not there, and the page reloads and takes you back to the first page and you have to wait for it to load and it doesn't even take you back to the same page or spot you were on that page from the previous deleted photo. This is very time consuming and needs to be addressed please.
1 vote -
We need to have photos pull in (and out) of Nimbus in a specific order for Photo damage reports or emails to adjusters. Order is key!
We need to be able to pull photos into and out of Nimbus in a designated order, like how they are check marked or labeled in that order, not upload order.
1 vote -
Photo download issues
We have run into issues where you cannot download photos. Apparently, there is a size limit; however, when speaking with tech support, they were not certain of the size limit in MB or KB. It would be great if JobNimbus included check boxes beside photos thereby allowing users to choose which photos to download; or, in the least, allow them to check photos and download twice or thrice instead of having to download manually each individual photo, which can be rather time consuming.
2 votes -
I would like to be able to attach documents to a work order.
I would like to be able to attach documents to a work order.
1 vote -
Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
4 votes -
Resort Template Questions
Resorting of template questions.
1 vote -
Template Questions write to custom fields
Template questions can write or be mapped to custom fields.
1 vote -
Preview Documents in .doc Format
I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.
2 votes -
Photos Folders
be able to create a photos folder with sublabels' for each job
3 votes -
Require Input on Contracts
When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.
2 votes -
Adding Photos to Automations
I have figured out how to add photos to the automated texts & emails, but they show as a link. We need a way to insert the photos so they will show without the link JUST the photo.
2 votes -
Photo/document sorting and photo/document page controls
We typically have a lot of photos for our jobs. I would love to have the ability to have controls on both the bottom and the top of the photo/document pages. Also, the option to sort from oldest to newest would be great.
In short:
The ability to reverse sort photos from oldest to newest.
Also having the same controls on both the bottom and the top of the page3 votes -
MASS upload pictures from cell phone gallery to JN. Current maximum is 20 at a time
I would like to be able to MASS transfer pictures i have in my cell phone gallery to JN. We take 100s of photos of a job but can only transfer 20 at a time from the cell phone gallery to JN.
1 vote
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