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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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186 results found

  1. 5 votes

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    0 comments  ·  Photos  ·  Admin →
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  2. Organize Documents

    It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.

    8 votes

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    0 comments  ·  Documents  ·  Admin →
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  3. E-Signature for work orders

    I would like to add an option to electronically sign a work order.

    18 votes

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    1 comment  ·  Signatures  ·  Admin →
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  4. Template Questions- Make boolean default to "No" if left unchecked

    When using template questions and selecting a boolean check box for yes or no, currently if left unchecked it is just blank. User would like it to default to "no" if left unchecked.

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  5. Ability to add custom columns to Templates

    Specifically we need a column on our Materials Order template for the material source (i.e. Beacon, Shop, ABC, etc) but I can think of many more examples where this would be useful.

    4 votes

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    0 comments  ·  Templates  ·  Admin →
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  6. Downloading options

    Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.

    7 votes

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    1 comment  ·  Admin →
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  7. Create folders for pictures

    Be able to create multiple folders for pictures

    10 votes

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    0 comments  ·  Photos  ·  Admin →
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  8. Uploading PDF's to JobNimbus and being allowed to sign them.

    Uploading PDF's to JobNimbus and being allowed to sign them.

    7 votes

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  9. Ability to Move Signatures to separate places on documents

    Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.

    10 votes

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    0 comments  ·  Signatures  ·  Admin →
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  10. Customize the email "You have a document to sign"

    The email that prompts the customer to sign the document, it would be great to change the subject line header and the brief email content that is displayed.

    20 votes

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    2 comments  ·  Signatures  ·  Admin →
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  11. Moving the Signature Area

    It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.

    22 votes

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  12. Add signed status to documents

    Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!

    5 votes

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    0 comments  ·  Signatures  ·  Admin →
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  13. Ability to select email template when sending document for signature

    Currently there is no way to add an email message when sending a signature request. It requires me to email the customer with a heads up that they are going to be receiving a signature request and it takes extra time.

    22 votes

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  14. Rename Photos Within JobNimbus

    Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..

    10 votes

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    0 comments  ·  Photos  ·  Admin →
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  15. Photo Report

    I would like to create a report showing any new photo’s that were uploaded over a certain time period –

    24 votes

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    Viewed  ·  4 comments  ·  Admin →
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  16. Open two documents at once

    I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.

    3 votes

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    0 comments  ·  Documents  ·  Admin →
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  17. Resize Images

    Ability to resize photo.

    5 votes

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  18. uploading multiple photos nimbus auto names most photos the same name

    , so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.

    07/08/2021 11:50:45.jpeg
    

    Type: Document
    Size: 124 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 354 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 303 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021…

    11 votes

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    1 comment  ·  Photos  ·  Admin →
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  19. Uploading Videos

    Would like the option to preview a video when you upload it into documents under a customer file

    18 votes

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    2 comments  ·  Photos  ·  Admin →
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  20. Notifications to sender on signature documents

    Customer wants a notification for the sender when just her customer is required to sign a document with the new signature feature.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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