Documents, Photos, Forms & Attachments
200 results found
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Save Checkbox State on Templates
I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.
15 votesThis is a known issue with our current template system and we plan to address it in the future. No timeline is available currently, but we’ll update you as we get closer.
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The ability to upload existing company documents into the Templates, to create a Template from
During setup, or even later, if I create a document for my company's use, and then want to make it a Template so that I can use JobNimbus functions with said document, I have to literally rebuild the document in your editor, which is time-consuming. I already spent the time to make it once, so I'd like to use it as is.
Even something simple like uploading a PDF and tagging the areas to insert short codes (not requiring editing of the text/format of the PDF) would be very helpful.
29 votes -
Ability to access naturalForms from JobNimbus web app
It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.
16 votes -
11 votes
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More Photo Organization Options (grouping, rename, reorder)
The photos in jobnimbus do seem to go in the order that they are taking. Once you have named them they get disorganized even more. I would like to be able to organize the photos the way best to tell the story.
63 votes -
Search In Company Documents
you should have a search option in the document section
14 votes -
Improved Photo Viewer (Mobile & Web)
The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.
15 votesWe’re working on adding a better photo viewer for the mobile app and will update the web version in the future as well.
Thanks!
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Ability to Rearrange Photos Within Documents
All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.
20 votes -
Drag & Drop Attachments (Documents, Photos, etc)
Instead of having to browse to attach a picture or scanned document, it would be nice to be able to drag and drop it into the attachment section.
33 votesTotally agree!
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Better E-Signature Support (actual signature rather than typed, multiple signatures)
The signature that is placed on our documents when they are signed through email is too simple of a typeset. It makes it look faked. Is there any way to change the font?
We use templates to send contracts to our subcontractor's. If I use the "signature" built-in field, the only option is the Job's primary contact, not the subcontractor, unless they are a paying team member, which our subcontractor's are not.
40 votes -
Folders for Company Documents with Permissions
We would like to have the ability to nest folders in the company documents section. The current list feature can be confusing and difficult to sort through. Also it would be great to be able to control access to individual folders, as the current option is full document access or no access at all.
40 votes -
Drag and Drop Attachments from Email
When uploading a file from an outside service email provider, it would be nice to upload the file by dragging it from the email and dropping it in JN. It is time consuming to download and upload again each file. Quickbooks online has this feature for uploading files and it works great with our Google email system.
17 votesThe fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).
You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.
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Photos uploaded in correct sequence
When we upload photos they get way out of order. Our inspections are done with every photo in a specific place. Can they be reordered according to image number? Or can you have them uploaded in the correct order?
102 votes -
Editable form / table builder / checklist builder
A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.
41 votes -
Initials for Contracts
I like that I can capture e-signatures. My contract also has 3 or 4 sections in it that require the customer to initial. I want to be able to do it all from my tablet, but as it stands now I still have to print the contract after they electronically sign in order to get their initials, so the electronic signature is cool, but doesn't help me if I have to print it out anyway.
42 votesCertainly something that we’ve discussed. At the moment we haven’t had too many requests for this, but I’m sure this would be a consideration for our template builder improvements in the future.
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31 votes
You can already upload video in the web app just like you would a photo, but you do have to download it from off the web in order to view it.
We are looking into video upload from mobile and viewing those videos from both mobile and the web.
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Improved naturalForms Integration (2 way data sync)
I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.
Pull in data from the information added to a naturalForms document.
22 votes -
Basic Photo Editing
Is there a plan to make it possible to edit or rotate photos in the app and/or online?
Potential ideas:
• Crop
• Rotate
• Enhance colors25 votesNo plans yet, but certainly something we’ve considered and would certainly look into!
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Rotate Attachments
Be able to rotate the pictures/documents if necessary and save it without having to delete the pictures/documents and re-upload them again.
25 votes -
Name Documents, Estimates, etc.
When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)
14 votesAs we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
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