JobNimbus Feedback

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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. didn't separate photos from documents

    many docs come in as jpeg so now I have to remember to search separate areas to find docs that just may have a jpeg extension
    or at least let me designate if it is a photo or document

    2 votes
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Stop Showing the Payment Link in Invoice PDFs

    There is nothing quite as dumb as a link on a printed piece of paper. You've all seen that black and white document with ONE blue underlined email address or webpage on it, and you feel so dumb for whoever did it, because we can't click paper.

    YET!! JN won't let us remove the "Make a Payment" image from invoices.

    In my perfect world, it would be something that we could include in the invoice email (that doesn't send until we confirm addresses and template). The PDF shouldn't have it, or should at least have the option to turn it…

    2 votes
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Need to be able to attach a photo to material order whening emailing it or creating it. Maybe when creating work order.

    Need to be able to attach a photo(s) to material order whening emailing it or creating it. Maybe when creating work order and it will carry over to the material order.

    2 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. Adding Multiple Files At Once

    It would be great to be able to add a ton of files at once and then assign them a location of where they need to go. For example, you have 20 files uploaded and then next to each one you can choose where they go, ie which job number. It slows everything down when I have to upload each individual file into separate jobs.

    2 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Multiple Emails

    I would like to be able to change my main email and still have the old integrate into the same files. This would be nice to have multiple emails for the sales man and the company main to still attach to the same file.

    2 votes
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    Gathering Feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Attachments Resize - logos and attached photos

    Our logo turns out to look tiny because of its aspect ratio and the constraints of the JN layout. It would be great if there were more flexibility for the layout.

    Also, you can attach photos to invoices (showing, for example, before and after photos of your work). But the photos are so tiny, that many times they are not useful. It would be great to be able to make them bigger or attach them to a second page so the recipient can actually make out the detail in them.

    2 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  7. Download button within Preview mode

    When previewing an attachment, it would be nice if there was a download button directly on the attachment. Then we would not have to close out the preview and select the three dots to download it. Having a download button on the preview would save a step.

    A print button on the preview would be nice too.

    2 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Work Order Attachments in Attachments tab

    When adding a PDF to a work order (such as a copy of a subs invoice for the work order) you are able to add the attachment but it will not show up under the attachments tab. We remedy this by attaching in 2 places but would prefer that it any attachment added would show up under the attachments tab.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Organize documents into sub-categories

    I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Document pages are listed in the wrong order

    Recently something changed where documents, especially those with [[estimates]] linked to them, have their pages listed in the wrong order on the PDF view. Please correct this as soon as possible.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Document Templates - Check boxes not staying checked

    When marking a box as checked on a document template in the mobile app, the check mark will not save. It no longer shows on the document once clicking save.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update template fonts to match standard font sizes

    Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. 50% of Invoice Template Field

    When building a Document template, I would like an insert template field, that pulls 50% of an invoices total.

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Print Option for Photos

    Add the option to print photos

    1 vote
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  16. get rid of big ? at bottom right of page on estimates when adding photos. ? covers add + button for adding photos .

    get rid of big ? at bottom right of page on estimates when adding photos. ? covers add + button for adding photos .

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Job Share Feature

    The job share feature is a great idea, but ... it would be very beneficial to have the ability to add a note when sharing a job. Right now, you can only choose who to send to and what you share ... no other information. I know this is sent as an email with a link to the shared so it should not be that hard to incorporate a place to add a note.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Restore/Undelete uploaded documents/files that were deleted

    I need a way to see which uploaded documents were deleted and to be able to restore them if needed.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Require Description When Uploading Photos/Attachments

    I would like to have an option to require a Description to be entered when uploading certain attachments, such as photos.

    1 vote
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  20. Legal Sized Documents

    Would like to be able to format document templates to fit legal sized paper.

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