JobNimbus Feedback

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Documents, Photos & Attachments

  1. Remove file name from attachments on document templates

    I would like the ability to hide the file name of the attachments they add to their document templates, currently any of the photos added from the migrated companycam projects have extended file names that take up a large amount of space on their templates requiring more pages than necessary

    1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. documents

    i really wish we could click on the picture of the downloaded document to open it (like we use to be able to) rather then downloading every time we want to look at a document...

    Thanks

    1 vote
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  3. Add documents and photos to Material Orders as full size attachments, not small previews.

    When creating a material order or work order, instead of just attaching small photos to the line items, I would like the option to "Add attachments" similar to an email. That was they have the full photos or documents to view.

    3 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

    3 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. when creating photo attachement document you could see the date the photo was taken

    When I am creating a photo attachments document the photos are not in order of date taken. It would be nice to see the date the photo was taken so we know which images to attach. Sometimes we create multiple photo reports for one job and we are not able to tell which photo was taken when.

    5 votes
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. Default to display more than 5 items in lists

    Attachments list always defaults to 5. so does Activity. My sales guys sometimes miss important notes because it's not one of the first 5 items and they don't notice there are more pages.

    3 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Pin Notes To Top

    I would love for there to be a way to pin one or several notes to the top of the notes list so I can always access those notes first and not have to search for them. This is helpful for special instructions or maybe gate codes.

    1 vote
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  8. folders

    is there a way to set up FOLDERS to store documents in?

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. Attachments Settings

    At present, in Attachments, it defaults to 5. Please change it to be settle-able to 10, 25, 50, 100 instead of always defaulting to 5 because we have to manually change it every time. For managers, this slows everybody down.

    13 votes
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    Viewed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Private notes in templates

    When creating a template, it would be beneficial if i could add a note just for the salesman writing the estimate and connect it to a specific line item. for example: We have a line item for chimney cricket for labor- the note could be "remember to add line item for plywood and two by fours. another example: some pricing fluctuates greatly from week to week, month to month. The note could say "check pricing before sending estimate".
    These notes would help new bid writers to check items that may be commonly overlooked.

    1 vote
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    Viewed  ·  0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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…

    1 vote
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  12. 1 vote
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  13. Adding Multiple Files At Once

    It would be great to be able to add a ton of files at once and then assign them a location of where they need to go. For example, you have 20 files uploaded and then next to each one you can choose where they go, ie which job number. It slows everything down when I have to upload each individual file into separate jobs.

    2 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. 1 vote
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    Viewed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. The ability for a Sales rep to delete photos without granting full access.

    The ability for a Sales rep to delete photos without giving them full users access.

    1 vote
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  16. Rename Photos after upload

    Why can't I rename my photo attachments once it is in Nimbus

    3 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  17. Need to be able to attach a photo to material order whening emailing it or creating it. Maybe when creating work order.

    Need to be able to attach a photo(s) to material order whening emailing it or creating it. Maybe when creating work order and it will carry over to the material order.

    1 vote
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  18. Editing Emails Sent Directly From JobNimbus

    It would be nice if you could click on "Email Document" and have the ability to edit the body of the email before it was sent.

    1 vote
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Multiple Emails

    I would like to be able to change my main email and still have the old integrate into the same files. This would be nice to have multiple emails for the sales man and the company main to still attach to the same file.

    1 vote
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    Gathering Feedback  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  20. 12 votes
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    Viewed  ·  1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
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Documents, Photos & Attachments

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