Documents, Photos & Attachments
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Organize photos in the order they're uploaded.
Make it possible to have photos organized in the order they're uploaded. I take my photos in a specific sequence. This is extremely crucial, and if not changed, will have me looking to other CRM options.
25 votes -
Ability to move documents between contacts and jobs
Super annoying that if we accidently create an estimate in contacts instead of jobs that we can't simply just go to the estimate, edit it, and re-label the estimate for the job instead. This also goes for pictures, etc.
25 votes -
Uploading HEIC photos
User would like the ability to upload HEIC photos into JobNimbus.
7 votes -
I would like the option to re-arrange the order my attachments show
Give us the option to re-arrange attachments
7 votes -
Attach files in document to emails
Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.
21 votes -
Add company documents to customer documents
When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.
18 votes -
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 -
Integrate Power point with Jobnimbus for sales presentations
I think it would be beneficial to have a power point feature in Jobnimbus for sales presentations.
4 votes -
The Ability To View a PDF as a PDF
The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.
13 votes -
Default to display more than 5 items in lists
Attachments list always defaults to 5. so does Activity. My sales guys sometimes miss important notes because it's not one of the first 5 items and they don't notice there are more pages.
13 votes -
Navigating JobNimbus Web App
An update changed how JobNimbus treats images. Previously, you could simply right click on a picture and select open in a new window which would allow you to quickly access/view/manipulate multiple photos with ease. Now the only way is to download the photo and then open it back up in your web browser. This needs to be addressed.
3 votes -
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 document3 votes -
Grid layout for photos
Currently the vertical layout works, but a photo grid would be much better.
We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.This same organization would be…
5 votes -
9 votes
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Sending photos
When sending photos it needs to send notes that are entered for that picture along with it, otherwise there is no use in adding notes to the pictures
3 votes -
I'd like to be able to use the short codes for start date/time and end date/time in an email template
I'd like to be able to use the short codes for work order scheduling inside an email template to share scheduling reminders with my customers
3 votes -
Photo sort by date
Why does JN scramble photos when they're uploaded from my computer? I take photos in chronological order so when I get back to the office I can view them in the order I take them. Unfortunately my company is mandating using JN and I'm forced using 2 different systems simply because the photos get scrambled up. AS well, it doesn't even seperate drone photos from device photos. My aerials are all mixed up with my roof top photos
21 votes -
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 -
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 -
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.
3 votes
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