Documents, Photos & Attachments
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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 colors10 votesNo plans yet, but certainly something we’ve considered and would certainly look into!
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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 votesWe 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?
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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 votesAs we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
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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 -
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 votesCertainly 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.
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7 votes
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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 -
Search In Company Documents
you should have a search option in the document section
6 votes -
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 -
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 -
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 votesThis is a great suggestion, I think it would improve the documents grid in a good way.
I’ll pass this on to the dev team.
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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 -
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 - brickPhases
Single
Dual
3…5 votes -
5 votes
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.
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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 -
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 -
Option to Select ALL Photos for Photo Documents
Select ALL when choosing photos for a photo document
4 votes -
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 -
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 -
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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