Documents, Photos, Forms & Attachments
56 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???
2 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.
2 votes -
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 -
Make photos on a work order clickable!
Please make it so you can click/enlarge a photo uploaded to a work order on desktop! I can do it on the mobile version of a work order, but not the desktop, and the photos on the work order don't have good enough resolution/detail.
2 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.
1 vote -
How you can properly format your books
As new authors, we have a lot of problems to deal with at once, and this is definitely a stressful situation for many of us. Trust me, I was in that situation when I first started, finishing the draft manuscript, finding a proofreader, which also has its own set of problems, and trying to find someone who could properly format my book and create the most eye-catching book covers to attract potential buyers. After enduring all of the difficulties, I eventually found a perfect book publishing firm that helped me a lot and communicated each and every step of the…
1 vote -
Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
3 votes -
duplicating work order template
Currently, when duplicating a template, it initially displays code that we're advised not to touch. To proceed, we must click "Add Template," then reopen it to make necessary changes. This adds unnecessary steps and complexity.
During a recent support interaction, I highlighted this issue, but the response indicated that this behavior is intended. This process disrupts workflow efficiency and usability.
Suggested improvement: Ensure duplicated templates display correctly upon creation, without requiring additional steps.
2 votes -
JobNimbus Local Client Drive Sync
I recently noticed with documents & photos coming in from a multitude of other platforms and apps. It would would be much more efficeint to be able to have a syncronized drive locally on my PC that allows me to choose the shared/sync'd folder to save it into rather than downloading locally then uploading to jobnimbus. This would work just like other storage applications like Box, Google Drive and Dropbox. It could also potentiall add a more streamline way to organize files and photos through a more standard filing system as well as create more direct downloading experiance and possibly…
1 vote -
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.
16 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.
3 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 -
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.
4 votes -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
7 votes -
4 votes
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Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
8 votes -
EDIT FILE NAMES
We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!
5 votes -
Checking off items on a Work Order
People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.
11 votes -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
10 votes -
The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…
11 votes
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