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!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos & Attachments

  1. Require Description When Uploading Photos/Attachments

    I would like to have an option to require a Description to be entered when uploading certain attachments, such as photos.

    1 vote
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Uploading HEIC photos

    User would like the ability to upload HEIC photos into JobNimbus.

    6 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Photo, Invoice, and Work Order Preview when adding as an attachment to an email.

    Would like the ability to view attachments such as photos, work orders, and invoices when sending in an email. I've accidentally sent the wrong invoice to a customer due to selecting the wrong one. Not sure if this is a topic that already exists for voting on.

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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 →
  5. 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.

    3 votes
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  6. email estimate attachments: no way to determine which estimate is which when making attachments.

    When attaching estimates to an email there is no way of knowing which estimate is which. Can't see price, can't see a way to title individual estimates to be able to differentiate them. You have to go out of the email and then come back to it.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability to edit document/attachment names after uploading

    Currently, you are unable to edit a document/attachment name after it has been uploaded.

    It would be nice to be able to edit the name afterwards incase a user uploads the document without renaming it so that it is easier to know what the document is about without having to open it.

    Right now you have to download the document, rename it, re-upload it, and delete the old one.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. View two documents at same time (side by side for comparison)

    I want to be able to open two documents, estimates, invoices, etc. at the same time to be able to compare them easily. The workaround of opening a second browser is not ideal.

    1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Picture choices

    When sending photos to a customer via e-mail it should allow pictures to be chosen from the Job and Contact

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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

    1 vote
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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  12. {{estimateID}} in template

    you should be able to use {{estimateID} as an insertable field in document builder. You could have a standard contract that references the estimate #. It shouldn't be hard if you already have a field for pulling the most recent estimate amount.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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.

    17 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. When you upload several photos it puts them in the order that they upload which is not always the order that they are chosen.

    When you upload several photos it puts them in the order that they upload which is not always the order that they are chosen. This makes them all mixed up.

    1 vote
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  15. Remove Viewable Document Limit

    We occasionally have massive projects, and need more than a thousand combined documents and photos to be viewable in our jobs.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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.

    15 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Organize attachments by label type rather than the actual file type.

    Ability to organize attachments by label type in JobNimbus rather than the actual file type.

    5 votes
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Indicator for how many photos, documents or other essential data is on a tab for a customer

    A numerical indicator on the tab for photos, documents and other tabs where more than one item can be placed would improve work flow and be far more efficient as it would allow my team to upload/take photos and similarly with documents without having to directly notify me and tell me that they did so. As it is currently there is no way to quickly know that there are photos or documents, or how many are in there for that matter, without diving in deeply to that file. It would be nice to gloss over it and just see that…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Auto-save for notes

    Just logged in to check my note on roof dimensions for an upcoming project and it's not there. All because I didn't tap "save." Maybe I forgot, maybe the phone rang before I had a chance, maybe the customer asked me a question and I didn't want to ignore them. Not only does it not save, if I go more than a minute or two before I unlock my phone again it's completely gone. As if I never wrote it. This happens time and time again. Instead of saving me time, it costs me time. JobNimbus is almost a great…

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Integrate Power point with Jobnimbus for sales presentations

    I think it would be beneficial to have a power point feature in Jobnimbus for sales presentations.

    4 votes
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    Viewed  ·  0 comments  ·  Proposals  ·  Flag idea as inappropriate…  ·  Admin →
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