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JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

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Documents, Photos, Forms & Attachments

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287 results found

  1. Document ID attached to all pages of signed document

    Would like to see the Document ID attached to all included pages generated, including the Signature page.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  2. 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.

    30 votes

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    4 comments  ·  Templates  ·  Admin →
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  3. Exclude Attachment Categories when in Documents tab

    Would like to have the option to hide particular Attachment categories in order to hide duplicate Documents that may appear as they are showing after reply emails still contain original attachments.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  4. Option to show all documents in the activity feed

    We would like the option to have activities and documents combined so that they both show up in the activity feed.

    2 votes

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  5. Printing documents containing extensive text in table cell to begin appear on first page

    When creating an estimate, or any financial document with tables, inputting an extensive amount of text in one cell will cause everything to appear on the second page and leave the first page blank.

    The request is to be able to have that information appear on the first page, regardless of how much text is in one cell (ie. descriptions).

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  6. Ability to edit the default email that's sent for e-signing

    I want to be able to update /customize the default email message that is sent with e-signature requests.

    10 votes

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    0 comments  ·  Signatures  ·  Admin →
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  7. Edit attachments to notes on a job

    After saving a note with an attachment, it would be helpful to be able to go back and edit or delete the attachment without deleting the whole note and re-doing the whole thing.

    1 vote

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  8. PDF Editor

    I would love to have a built-in PDF editor so we can pull up our company documents and edit them within JobNimbus, then save a copy to the contact. We have explored NaturalForms and it doesn't fit exactly what we need. Maybe an integration with DocHub or something similar would work? Currently our guys are downloading the documents, filling them out then uploading the new copy to the appropriate contact, which is inefficient.

    22 votes

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    4 comments  ·  Documents  ·  Admin →
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  9. Option to select photos from JobNimbus instead of browsing for photos on the local computer

    Where it says “add photo” on the “jobs” and/or “contacts” in the upper left corner, one should be able to access the stored photos on JobNimbus yet we are directed to pull the photo from our computer. And where a company uses CompanyCam, the photos are not stored locally.
    Where it says “add photo” on the “jobs” and/or “contacts” in the upper left corner, one should be able to go to the photos tab on JobNimbus and click on a photo, then be able to select a button(like on company cam) to allocate a particular photo as the cover photo…

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  10. 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  ·  Admin →
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  11. Change default attachment category

    Currently when uploading a new photo the attachment category is defaulted to document. It would be beneficial for our needs if we could choose the default option and have the pop up everytime instead of document. We upload far more photos than documents and as such would find it easier to select the doc attachment manually than photos.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  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.

    6 votes

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    0 comments  ·  Templates  ·  Admin →
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  13. Link documents in Job Nimbus to an external folder

    Please add full bi-directional integration of all documents and pictures with Google Drive, Dropbox, or Windows file structure at the job level. This would allow us to have a full backup of all job documents regardless where they reside without the requirement to constantly duplicate the data either there or in our company files.

    8 votes

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    1 comment  ·  Admin →
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  14. 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

    9 votes

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    0 comments  ·  Templates  ·  Admin →
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  15. 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.

    9 votes

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    1 comment  ·  Templates  ·  Admin →
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  16. Restore/Undelete uploaded documents/files that were deleted

    I need a way to see which uploaded documents were deleted and to be able to restore them if needed.

    3 votes

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    0 comments  ·  Documents  ·  Admin →
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  17. Grid layout for photos

    Currently the vertical layout works, but a photo grid would be much better.
    We tend to take about a hundred or more pictures just for inspections. This amount of pictures in the current vertical layout limits the amount of photos you can view at one time and artificially stretches the page.
    There seems to be well enough room for a grid layout if the information about the photo is limited to the file name uploader name and the date uploaded. If a description is entered, it should pop up when the picture is clicked on.

    This same organization would be…

    21 votes

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    Viewed  ·  0 comments  ·  Photos  ·  Admin →
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  18. Attach files in document to emails

    Allow documents stored here to be attached to emails to contacts. Currently they must be downloaded and then uploaded to be attached to an individual file.

    24 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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  19. Add company documents to customer documents

    When creating a document for a customer, such as a contract, we like to add a product brochure or maybe a detail drawing. To do this now, we have to save it on our computer and upload it to the customer as an attachment every time. I created a document type called product brochures. If I could even just make certain types available to include in a document that would be helpful.

    21 votes

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    Viewed  ·  1 comment  ·  Documents  ·  Admin →
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  20. The Ability To View a PDF as a PDF

    The window is terrible because you can't copy any text from the PDF. If we could change that it would be great.

    15 votes

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    Viewed  ·  2 comments  ·  Documents  ·  Admin →
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Documents, Photos, Forms & Attachments

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