Documents, Photos, Forms & Attachments
287 results found
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Ability to print signature requested doc
Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.
6 votes -
More edit options for documents
I would like to be able to have more edit options for documents created in JobNimbus. Like have a landscape view option and also provide more framing options to make a document look more aesthetically pleasing.
6 votes -
Notifications to sender on signature documents
Customer wants a notification for the sender when just her customer is required to sign a document with the new signature feature.
6 votes -
Document Signatures -Choosing where the document signature line goes on the document.
I would like to choose where the signature line is placed on the document
6 votes -
Add a document status to indicate a signature was collected on a paper copy of said document
Add a document status to indicate a signature was collected on a paper copy of said document
6 votes -
Adding a insert template field for personal signatures
the ability to choose an insert template field for different signatures
6 votes -
Organize attachments in order
I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized
6 votes -
Ability to create Google-style documents and spreadsheets
Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.
6 votes -
Doc preview when attaching to email
Would like to have the ability preview a document when selecting to attached to an email sent directly from the Contact. Specifically and Estimate. The thumbnail is too small. I realize each estimate has its own number, but when we update or resend we don't always remember the number of a specific estimate when there are multiple.
6 votes -
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.
6 votes -
Ability to edit photos via browser version of JobNimbus
Need the ability to edit photos via the browser version of JobNimbus. The only ability to edit photos at this point is to do so via the mobile version. This is very limiting.
5 votes -
Rotate Photos
I would like a feature added to be able to rotate photos once uploaded to a contact/job.
5 votes -
Separate Permission for Photos and Documents not together
Under access profiles the permissions for "photos" and "documents" are the same. If these could be separated out that would be a huge help to us. We have many technicians that need the ability to upload and access photos into the app but do not need access to documents. Even though we can lock the technician out of estimates and invoices the documents category could have sensitive info in a lien waiver or other documents that a field/technician should not have access to.
5 votes -
Indicator on photo comment on mobile phone
Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.
5 votes -
Auto updating pricing on templates
Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…
5 votes -
Make uploaded docs be automatically marked as private.
Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.
5 votes -
Time Date Stamp on photos
Time Date Stamp on photos
5 votes -
5 votes
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Add signed status to documents
Add a signed status to the documents status feature, and mark the documents as sent when a signature is requested!
5 votes -
Resize Images
Ability to resize photo.
5 votes
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