Documents, Photos, Forms & Attachments
226 results found
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Legacy Material Order
Why did we have to change the material order?? What is the purpose behind the new format? I can't add a photo on the new one and I used that feature all the time! Also why do the line items and sections have to be so big, I used to be able to see the whole order on the screen at once and now every line item takes up 1/3 of the computer screen...why???
5 votes -
7 votes
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Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
9 votes -
Rename Documents inside of JobNimbus
Currently the only workaround I have found is to download the doc, rename, and then upload the new doc. I delete the obsolete version.
It would increase efficiency to be able to rename the document directly in the JobNimbus tool.
2 votes -
Disable "Related" Check Box on mobile App
Being able to open a Job in the app and only see the important Info for that Job is critical. This functionality exists on the desktop version but is missing from the app.
Currently, the activity Log combines Contact-related items in the Jobs without a way to shut it off. Since on Contact can have multiple Jobs over the years, It becomes cluttered and confusing. For Example, I don't want to see documents or notes from a job that was Completed 5 years ago when I'm looking at a new Job of the same contact. (They don't still Live at…
2 votes -
Header on Estimates
When creating estimates/proposals it would be nice to have our logo, contact info, etc. on each page as a header. This comes as some clients have expressed the request of not sending the cover page as it is just extra pages in the document.
2 votes -
multiple choice in FORMS
THE MULTIPLE CHOICE IN FORMS DOES NOT GIVE YOU MULTIPLE CHOICES. It acts as a radio button and gives you one choice. Please fix this broken part of forms
2 votes -
Forms - Have another dropdown field inside of each line item that could be be a custom field fot Quantity, or any information
Have another Custom Field dropdown in each item that is a option list that could be used for various thingls
Quantity, Color, etc...3 votes -
add a video onto the estimates/ Inspection report
Would be nice to have the ability to upload videos and attach them to the proposals/estimates for those of us that perform video reports.
3 votes -
Automatically add estimates and eagle views to the documents tab so they can be added as attachments to a independent email.
When I order an eagle view through job nimbus there is an extra step that requires me to apply the eagle view once the order is fulfilled. This also happens when I create an estimate it will sit in the estimate section of the job but not be applied to the documents. Be very nice if both of these items were automatically put into the document section so they can be attached to an independent email created.
3 votes -
Signing Instructions for a Customer
Often, when a customer is sent a quote, there are no clear instructions on how to sign it. I feel like instructions should be either sent with the quote automatically or include a template in the email being sent that allows us to choose who to send the instructions too.
2 votes -
email pictures
Why is the option to submit an email with pictures so limited to the amount of pictures that we can attach? Makes sending emails with pictures completely pointless through JN.
1 vote -
zoom
Zoom In and Pan on photos.
1 vote -
Ability To Fill out Forms in JobNimbus without a login to JobNimbus
Yes, we have employees who we don't really need them to do anything in Nimbus but complete an end of day report and for what a seat costs, that's just not worth the monthly cost, we can have them do it in another system for free and access that way. If there were a cheaper option for super limited access such as this, we would definitely consider adding more users with super limited functionality.
1 vote -
Automatically Order and sort Photos in the order they were taken.
1st photo taken, typically residence overview is ordered first in photos tab, remaining photos are ordered in the sequence they were taken. In the way a typical flow of a property inspection would be.
1 vote -
Download Document or Contract before signing
Some customers have requested pdf versions that they can download and print (and read) before signing. As of today, when you receive a request to sign a document, you only get the option to download the document after you have already signed. For now, my workaround is to download a copy and send the pdf to the customer. It is less hassle if that would be built in for those customers that request it.
1 vote -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
4 votes -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
A combo type for forms
I have a form that i use for my salesman to count pipejacks, furnace vents, exhaust caps, ridge vent, turbines, gutter length, & turtle vents. A multiple choice or a checklist that also allowed you to enter a number (qty or length) next to the item would be great. it would keep the form more compact. I can perform this now, but each item has to have its own section , taking up a lot of real estate on the form and the form response
1 vote -
Display or Upload Related Tasks Documents or Photos
When a task is created, you have the ability to upload documents or photos to that specific task record. Upon uploading those documents or photos, they will not show up on the parent job or contact record (even if the "related" checkbox is selected). I would like to either be able to see those from the "related" checkbox or have those documents/photos be uploaded to the parent record automatically.
When I upload a document/attachment to a task, I need it to show in the documents in the job as well. As it is, I have to upload the attachment 2x.…
1 vote
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