Documents, Photos, Forms & Attachments
225 results found
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Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
7 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 -
I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
4 votes -
Create a gallery view for photos.
Be able to see photos on a grid view instead of having to scroll through so much empty screen space.
25 votes -
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 -
Photo/document sorting and photo/document page controls
We typically have a lot of photos for our jobs. I would love to have the ability to have controls on both the bottom and the top of the photo/document pages. Also, the option to sort from oldest to newest would be great.
In short:
The ability to reverse sort photos from oldest to newest.
Also having the same controls on both the bottom and the top of the page3 votes -
Ability to upload photos for Proposal Cover
Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.
8 votes -
Rotate Photos
I would like a feature added to be able to rotate photos once uploaded to a contact/job.
5 votes -
Company Documents- Videos and/or powerpoint uploads
Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.3 votes -
Share Link on Mobile App
I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.
3 votes -
Form Formatting and Emailing
When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.
I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.
I would also like if, when composing an email, you could attach a form to the email.
3 votes -
EDIT DOCUMENT TITLE
USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.
I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.
10 votes -
Generate Photo Reports Like CompanyCam
We need a feature that allows us to generate photo reports with the pictures in our job files that's similar to CompanyCam's. We can already select multiple photos while in a job, now we just need an option to create a photo report. It doesn't need to be anything crazy or extensive either. Just something that allows you to edit the title, section headings, and add brief descriptions to each picture you include.
We are trying to use as few applications as we can to run our business, and we would like to only use JobNimbus for everything if we…
1 vote -
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 -
Have a document folder just for Field techs
We would like to be able to split off documents that Field Techs utilize vs. Job Documents (that may have confidential cost data, pricing, etc..).
1 vote -
Multiple Different Signatures on 1 document
We have a contract that has multiple signature boxes and also witness boxes but at the end of the document it is only 1 signature for all signatures that is built into our contract and its electronic. I need the customer and the witness to sign each individual signature box with their signature NOT AN E SIGNATURE! It is very important when getting a legal binding contract signed that the customer sign with their signature so the cannot deny signing the contract.
1 vote -
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 -
Download Photos From Photo Viewer
I am asking for a feature: the ability to download individual pictures when you are in the photo viewer. Currently, you can cycle through the photos left to right, and play a slide show, but you can't download individual photos. The ability to download photos on the spot would be very nice.
1 vote -
Being able to delete multiple photos at once, instead of one at a time
Smart Estimate - Measurements section.
Being able to move items in the measurements sections up and down just like the "Products" page. Why can measurements not move the same as we can on Products?
THis would be immensely helpful!
1 vote
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