Documents, Photos, Forms & Attachments
196 results found
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Customize Document Status
I would like to be able to customize the status options for documents. Specifically have an option to show a document as "Approved."
3 votes -
Attached documents while request signatures
Send an attached document and request the signature all in one email.
3 votes -
Option to expire document signature link
If a customer does not click on a link to sign a document after some time, it would be good to have the link expire and not allow the user to sign the document. It appears that currently, if a client click on an old link it will resend it to them creating activity in JobNimbus sent by the system.
3 votes -
Open two documents at once
I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.
3 votes -
Bigger images on the Job level
Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.
3 votes -
E-signature for Invoices - D-sign
The ability to add an e-signature line directly to an invoice, specifically.
3 votes -
Document ID attached to all pages of signed document
Would like to see the Document ID attached to all included pages generated, including the Signature page.
3 votesThis is in development! We’ll send an update once new signature functionality has been completed.
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Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
2 votes -
Preview Documents in .doc Format
I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.
2 votes -
Require Input on Contracts
When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.
2 votes -
Adding Photos to Automations
I have figured out how to add photos to the automated texts & emails, but they show as a link. We need a way to insert the photos so they will show without the link JUST the photo.
2 votes -
Provide a photos section on my homescreen that allows me to scroll through ALL job photos
When on my home screen where I can see a jobs list and contacts list and tasks provide a section to see jobnimbus photos for ALL jobs that you can scroll through. like on the APP but more then the last 30 days.
2 votes -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
2 votes -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
2 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
2 votes -
Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.2 votes -
Ability to text a work order or other documents.
Ability to include attachments in text messages. Work orders, estimates etc
2 votes -
Add Subcontractor Information as a Template Field
I want to be able to add contact information for a subcontractor on the work order.
2 votes -
The ability to upload documents larger than 100mb.
The ability to upload documents larger than 100mb.
2 votes
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