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. Bulk edit uploaded photos

    Currently you can only delete photos 1 at a time. Using bulk edit i would like to be able to selected multiple photos in a contact/job and delete at once.

    6 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to set up folders/albums in documents & photos tab

    Ability to set up folders in documents & photos tab to be able to upload before, during and after photos or to organize based on issues or concerns

    6 votes
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  3. Pictures resized in estimates

    NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.

    6 votes
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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    6 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Uploading HEIC photos

    User would like the ability to upload HEIC photos into JobNimbus.

    6 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    6 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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.

    6 votes
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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?

    6 votes
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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?

    6 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  10. Receipts Tab

    I would love to have our own receipts tab as it will completely separate it from the documents and photos tab. This is a very important tab that will help simplify and organize our business.

    Fewer steps for Sales Reps and Production for such a critical matter (especially if you have an audit.)

    Example " Activities Jobs Task Documents Photos Financials Work Order Receipts "

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Ability to Make Comments Directly Under Each Photo in Photo Document Template

    Would love the ability to make comments under each photo once I choose all the phots for the photos document. Would like so much more professional! Thanks!

    5 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Photo, Invoice, and Work Order Preview when adding as an attachment to an email.

    Would like the ability to view attachments such as photos, work orders, and invoices when sending in an email. I've accidentally sent the wrong invoice to a customer due to selecting the wrong one. Not sure if this is a topic that already exists for voting on.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Organize attachments by label type rather than the actual file type.

    Ability to organize attachments by label type in JobNimbus rather than the actual file type.

    5 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Folders for Attachments

    if we could upload photos in a folder this would help keep it organized within the job

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

    Thanks for your submission! We’ll let our dev team know you’re rooting for this, but we did want you to know that you can use Attachment Categories in the meantime as a pretty good way to keep your photos together in different buckets, almost like folders. Our support team can help walk you through how to do that.

    We’ll merge your request in with the rest and work towards better serving you in a future update!

  15. 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 →
  16. Option to Select ALL Photos for Photo Documents

    Select ALL when choosing photos for a photo document

    5 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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.

  18. Calculation Tables in Documents

    It would be helpful if there was a way to make the tables do the math like in Excel. We are currently using the invoices for the carriers and then we have 2 invoices, one for customer and one for insurance. Gets supper crazy and confusing.

    Calculation in the cells would also make for easy math on a job in question that others can see

    5 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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…

    5 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Batch Edit of Attachments

    If we accidentally attach 100 photos as a document. Searching through documents becomes a hassle. To ch angle them to photos we have to hit edit individually on every photo. Simply having a check box to select multiple or all on the list then batch editing the category to photo would be a huge time saver

    5 votes
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