JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos & Attachments

  1. Basic Photo Editing

    Is there a plan to make it possible to edit or rotate photos in the app and/or online?

    Potential ideas:
    • Crop
    • Rotate
    • Enhance colors

    10 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Improvements to Attachment Previewer

    The viewer is cumbersome in the web app, and the gear menu to download a file is cumbersome. it would be nice to have an option in settings to either view, or download when you click on the thumbnail.

    9 votes
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →

    We would love to know what about the viewer you find cumbersome. Learning about where it’s falling short for you can help us to know how we can improve it so that you don’t need to go through the pain of downloading each attachment.

    How can we improve the viewer to meet your needs?

  3. Name Documents, Estimates, etc.

    When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)

    9 votes
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    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    8 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Initials for Contracts

    I like that I can capture e-signatures. My contract also has 3 or 4 sections in it that require the customer to initial. I want to be able to do it all from my tablet, but as it stands now I still have to print the contract after they electronically sign in order to get their initials, so the electronic signature is cool, but doesn't help me if I have to print it out anyway.

    8 votes
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    1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

    Certainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.

  6. 7 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Able to delete multiple files in the attachments at one time

    Able to delete multiple files in the attachments at one time. Having to individually delete things is a horrible use of my time.

    6 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Search In Company Documents

    you should have a search option in the document section

    6 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Printing Attachments from client's file

    I would like to be able to print attachments from clients file. I would also Like to be able to cut and paste clients email address from their file.

    5 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. when creating photo attachement document you could see the date the photo was taken

    When I am creating a photo attachments document the photos are not in order of date taken. It would be nice to see the date the photo was taken so we know which images to attach. Sometimes we create multiple photo reports for one job and we are not able to tell which photo was taken when.

    5 votes
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  11. Document Description column on Documents Grid

    At present, the Documents area displays after we first click the Ellipsis to create a Document and then we can see them above Activity and create more. Can you please add a column for the Description of the document since there is no way to name different versions of the Document at this time?

    5 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Email Attachments ordered by Date Created/Uploaded

    When sending an email through JobNimbus and attaching photos or invoices, they're not in order of when they were uploaded or created. This means attachments in emails send completely out of order. Could we make it so attachments are in order by Date uploaded so they appear correctly in the email?

    5 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  13. Quote / Job site assessment and safety checklists.

    Hey guys,

    We have previously done a trial using field magic. they had quote and job checklists and we found them to be great.

    I love how we can add photo's to the site, but to have a checklist in there would be perfect.

    We are a solar installation company and would love these items in a checklist.

    for example if we could create our own checklists to include drop down boxes
    say for inverter installation
    next to meter board - brick
    next to meter board - weatherboard
    in garage - plaster
    in garage - brick

    Phases
    Single
    Dual
    3…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. 5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    If you’re looking on the Board view for Contacts, you’ll see a paperclip icon with the number of attachments next to it. We will be increasing this visibility across the system, but this is the start and the best way to see this right off the bat.

  15. Ability to move documents between contacts and jobs

    Super annoying that if we accidently create an estimate in contacts instead of jobs that we can't simply just go to the estimate, edit it, and re-label the estimate for the job instead. This also goes for pictures, etc.

    4 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  16. Default to display more than 5 items in lists

    Attachments list always defaults to 5. so does Activity. My sales guys sometimes miss important notes because it's not one of the first 5 items and they don't notice there are more pages.

    4 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Option to Select ALL Photos for Photo Documents

    Select ALL when choosing photos for a photo document

    4 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Photo gallery options

    It would be great if JobNumbus had a feature to create photo gallery options and include various specs along with each photo. For example, if our company sells GAF roofing, it would be great to be able to create photo galleries and include shingle colors/types, etc.

    4 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  19. Private Attachment on Documents & Emails

    I'm looking to have the "Private Attachment" available when creating a Document, as well as when I send an email. The reason is to have this private from our employees that have limited access.

    We create our contracts in a document which has the estimate embedded in there, so we don't want this showing up in the activity stream and attachments for them to see the prices.

    We also then send our emails from inside JobNimbus and have the estimates, or contracts attached to the email. then it shows up on the activity stream for the contact and they can…

    4 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. A way to organize pictures in our documents (order)

    As it stands right now, we cannot choose which pictures go 1st, 2nd, 3rd.. etc. I like to put reports together that tell a story, before repair pictures, during repair pictures, after completion repair pictures. Right now, they just spray everywhere and as a company, we look unorganized when we try and send these to our customer.

    Secondly, we need an option to add pictures to our invoices if possible. that way I am not always making two different documents. Maybe if i want to just add a few pictures, it would be nice to send the customer one PDF…

    4 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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