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. Before sending an email I'd like to see the file name of attachments that are found elsewhere besides JN once I've browsed and attached them

    If I browse elsewhere than JN for a file to attach, I can't see the file name to double check that I've attached the correct file before sending the email.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. A video about how to Build a template not just personalize

    There is a video on personalizing a template but not on building one in JN.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Had a setting in order to create a new tab on each file

    In each file to make a new tab for the different thing we do for each client, such as roofing, chimney, mortgage, permit, and things like that.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. separate lists for documents and attachments

    Instead of having the same Type list for Attachments and Documents, it would be nice to have individual ones

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Signature Line

    The signature line needs to be ON the Contract, not on a separate page. How would you prove that they signed the actual contract?

    1 vote
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    Gathering Feedback  ·  0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  6. to be able to assign current files in Attachments Categories to another

    we want to remove a category to be less confusing on front and back end
    but the error that files have been assigned to that category prevents to do so and locating and editing all those files takes forever it should give the option to select a different category and move all files.

    1 vote
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  7. attachment categories space

    please make that box bigger we can even read the names of our categories

    1 vote
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  8. we need better ways to handle our Attachments category

    Example ( blocked Expenses folder or main folders to be easy distinguishable with different colors then under it we could add
    Other Expenses folder - Labor expenses - material expenses

    1 vote
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  9. The Ability to reference contract prices, invoices, deposits, payments etc in documents

    We are creating a lot of our documents directly through jobnimbus and it would be nice if the "Insert Template Field" had an option to reference detailed invoices, or deposits and or payments that you have collected. Right now you have to add them as questions and manually fill in the correct amounts. When in the field it would be so much easier if these items just auto populated. For example: We have a completion certificate and it references the Contract Amount, Change Order, Deposit, Progress Payments and Balance. Right now i have to create template questions for each of…

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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