Documents, Photos, Forms & Attachments
184 results found
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Save Over Previous Photo When Drawing on a Photo
Whenever I put drawings on my photos and go to save the photo, it does not allow me to save it. It only allows me to save it as a copy. Why! So now when I go to mark up a photo I will have a blank copy and the copy I just marked up. Filling up my photos.
Can you address this please.2 votes -
Optimize Photo Report
Optimize photo reports when converting to PDF. Many times if the photos are too large the PDF simply won't generate, or will generate an extremely large file that I have to manually optimize to reduce the file size.
2 votes -
Improve picture Quality/Size
We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.
18 votes -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
4 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
Ability to text a work order or other documents.
Ability to include attachments in text messages. Work orders, estimates etc
2 votes -
In-Person Signature Only
We collect signatures on documents in person. I would like a way to add that signature to the document without an email being sent to the client.
2 votes -
Convert Photos to Documents
It would be nice if I could save photos as a document, or somehow get photos to show up on the documents tab, for example if I take a photo of each page of an insurance agreement, I want that to show up in documents.
9 votes -
Function/shortcut to main navigation for documents
Ability for an icon in the main navigation for documents - the shared document area. In the HOME CONTACTS CALENDAR line. Sort of like a bookmark tab in Chrome. Going through the regular search icon is onerous and mixed use, i.e., everything is listed, not organized by function, or anything, just alphabet.
3 votes -
Downloadable Forms
Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!
6 votes -
Add Subcontractor Information as a Template Field
I want to be able to add contact information for a subcontractor on the work order.
2 votes -
Editing Batch Photos
So I've noticed on some devices through the app, when I choose category "Photo" It will upload them as "Inspection Photos" which can be frustrating, when SumoQuote doesn't read unless it says "Photo". So when I got to reasign or edit the photos, I have to do it individually versus edit batch photos. How nice would it be to edit batch photos, and re-categorize them. Anyways, that would be awesome. Thank you.
8 votes -
Checking off items on a Work Order
People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.
9 votes -
EDIT FILE NAMES
We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!
3 votes -
Edit documents if they haven't been signed yet
Often I will send off a document to be signed and it will need to be slightly corrected in some way and resent. If no one has signed it yet, I should be able to edit it and resend it for signatures. Instead, right now, I have to create a new document, make the change and then send it out for signatures again. This clutters up the documents because you also aren't able to cancel/delete a document that has been sent for signatures, even if it hasn't been signed.
4 votes -
Select option for photos and documents
At photo upload or document section, please add a small check box on the left side photo or document, so i can have an option to select all the box and delete all at one time only, no need to click delete one photo each time please.
4 votes -
Separate Permission for Photos and Documents not together
Under access profiles the permissions for "photos" and "documents" are the same. If these could be separated out that would be a huge help to us. We have many technicians that need the ability to upload and access photos into the app but do not need access to documents. Even though we can lock the technician out of estimates and invoices the documents category could have sensitive info in a lien waiver or other documents that a field/technician should not have access to.
5 votes -
The ability to organize company documents into subsections
We have so many company documents and every time we are looking for a specific document we have to scroll through and try to interpret the file name as to which document it is. It would be nice if we could save and moved these company documents into subfiles we can edit. For example I can have a subfile for state building codes, the various manufactures installation and technical bulletins such as CT, OC, GAF, Iko, Elk, Celotex Malarky and Atlas ect. Inside those subfiles we can apply others in forms either by file type like brochures, tech bulletins, installation…
9 votes -
The ability to upload documents larger than 100mb.
The ability to upload documents larger than 100mb.
2 votes -
Template fields for secondary related contact
We need a way to pull contact information for a secondary related contact on document and email templates and for signatures
3 votes
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