Documents, Photos, Forms & Attachments
201 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.
9 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
12 votes -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
4 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.
8 votes -
Logo too large and format editing
We need to be able to make some edits to formatting on the signing page. The logo for the finance company is way too large and overwhelming. The important info and pricing is listed too small. It would be nice to adjust logo size and font size on these SumoQuote new estimates
1 vote -
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 page8 votes -
3 votes
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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.
1 vote -
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.
4 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.
7 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.
28 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.
5 votes -
Actual Signature
Is Job Nimbus ever going to make it to where you can sign documents instead of it being 1 automated signature? Our contract needs multiple signatures from the customer and witnesses in numerous sections on our contract and each section needs to be signed with an actual signature
1 vote -
Print Report or Save Reports as PDF
Would like to be able to save or print generated reports versus downloading and editing an excel or csv file
2 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.
12 votes -
Ability to get rid of the Logo in the Top Right Corner
We want the ability to remove the logo from the top right corner as we already have it in the picture upload. As well as the ability to upload PDFs rather than just JPEGS.
1 vote -
Add photo container to templates
Creating custom templates in jobnimbus alone is a task especially when using the HTML function. I am just glad it exists. Leanring HTML as you go is another adventure. Anyway I am in the process in creating a 5 page template type form which will require photos and attachemnts a the end. It would be great if we had another HTML function similarly to the checkbox that adds a photo container to the template where the user can upload with certain parameters predetermines IE size and locaiton of upload on the page. Also selecting from the job or contact would…
1 vote -
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 -
Add Image Resizing/Reformatting in Forms
The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.
1 vote -
Work Order Template Fields
I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.
5 votes
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