Documents, Photos, Forms & Attachments
178 results found
-
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 -
Ability to Hide Documents or Photos That Are Not Relevant
Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…
4 votes -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
9 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 -
Improve picture Quality/Size
We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.
18 votes -
The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…
9 votes -
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.
5 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 -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
8 votes -
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 -
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 -
Access all of documents photos related to the contact in a job
We have clients that will send us an email with photo attachments. the settings will allow the attachments to save to the photos or documents tabs related to the client, but not the job. Then we create the estimate in a job (because our clients tend to have multiple projects, unrelated to each other), but have to re-upload those exact same photos to the job to attach them to he estimates.
I'd like to be able to access any photo related to that client, within the job. But specifically with the estimates, as well.
11 votes -
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 -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
15 votes -
Edit multiple photos at the same time
Ability to edit and delete multiple photos at the same time
10 votes -
Access to Company Documents in mobile app
Be able to access Company Documents in the mobile app
10 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.
4 votes -
Print and sign and reupload.
Please have an option to print estimates with a sign and date option .
4 votes -
Signature Document Workflow
When creating templates, there should be an option to create a document workflow for signatures. For example, we require that proposals be reviewed by one of the owners before going out for customer signature. We currently cannot do that in JN, so we have to use a third party e-signature service which allows us to create these workflows. A way to do this would be for us to be able to create an estimate template with all the contract terms and conditions, and to have a feature where we select that any estimates sent for signature under that template, must…
2 votes -
Attach Links to Documents
Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.
2 votes
- Don't see your idea?