JobNimbus Feedback

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Documents, Photos & Attachments

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  1. Integrate Microsoft Word for Document Template Importing

    User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.

    5 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  2. Attach Videos to Email Templates

    The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  3. Extracting Items from Financials into Document Templates

    User would like the ability to extract items from financials (ie. total amount due from invoice) and include it into a document template.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Please create ability to insert page break.

    Page break would help. Also the ability to place pictures specifically where you need them. The template creator as a whole is very awkward and it is difficult to make a high quality document like you can within Word or Google Docs. I like many parts of Jobnimbus but the function to create document templates is very underdeveloped.

    15 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  5. More control over doc attachments when using doc attachments option from insert template field in template creator

    Currently you are unable to choose the order in which document attachments are added to your document template. I have multiple documents that have to go in order and when selected in the template they are always out of order. If you had a document picker so that you could chose the ordering of which document attachment goes first it would make life easier. I currently have to build my document outside of Jobnimbus and load it in.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. Subcategories for Template Settings

    Create a way to better organize templates as they are made to eliminate having to scroll through all of them, even if they're alphabetized. Subcategories would allow for easier locating.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  7. Property photos included with WorkOrders

    Currently you can only add photos with Line items in Work orders templates. It would be nice if there was an option to add a property photo in the job or contact that linked with work orders to allow my installers to see a photo of the property they are going to be working on.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  8. British Summer Time should be accounted for in task time template fields

    The time didn't adjust for BST so when our automation sends out the email template with the task time, it's showing it as 1 hour later on the email.

    1 vote

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  9. Pictures resized in estimates

    NEED pictures to resize. They are too small. If we had the option to make them bigger, we could attach a jpg of the work to be done right on the estimate so everything is in the same place instead of having to make a contract.

    8 votes

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    1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  10. Add Notes templates with template questions

    Currently in Jobnimbus you can create a document template with template questions. I would like to see this functionality also allow for notes templates to be crafted and have similar questions be available for notes that we need to input but need in the activity log .

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. Creating document templates for printing in landscape

    Currently Templates can only be created and printed in portrait view. I have brochures that I would like to build inside Jobnimbus and have the ability to print them or have my customer print them and have the document be in landscape.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  12. Update template fonts to match standard font sizes

    Currently, the font sizes in templates do not match standard font sizes. This can cause issues with laws for estimates/contracts needing to be a specific size to be legally binding.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  13. Attach most recent estimate to an email template for automation.

    The short code in the document builder for "most recent estimate" inserts an estimate amount. I would like the short code to insert the pdf of the most recent estimate to the email template. I want an automated email to go out on a status change so we don't have to send out the email and estimate manually. JobNimbus should at least change the name of the short code so it does what it states.

    5 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  14. 50% of Invoice Template Field

    When building a Document template, I would like an insert template field, that pulls 50% of an invoices total.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to edit table settings in document template

    Need to be able to alter table borders, settings, widths, etc after creating a document template. Currently have to edit in HTML or create new table and move data and delete old table

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ability to Make Comments Directly Under Each Photo in Photo Document Template

    Would love the ability to make comments under each photo once I choose all the phots for the photos document. Would like so much more professional! Thanks!

    5 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  18. Legal Sized Documents

    Would like to be able to format document templates to fit legal sized paper.

    1 vote

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  19. Be able to customize column width

    In estimate and invoice template- would like to be able to change the size of the columns.
    Make amount column smaller= a job would have to be Billions to fit.
    If we can make Amount column Narrower then we can add more in the description column and make that wider.

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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

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    Viewed  ·  1 comment  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
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