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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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287 results found

  1. Eagleview Map

    Be able to choose which structure you want to pull measurements for when ordering an Eagleview.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  2. 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

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    1 comment  ·  Photos  ·  Admin →
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  3. Hide Templates

    I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  4. 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

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    0 comments  ·  Documents  ·  Admin →
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  5. 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

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    0 comments  ·  Documents  ·  Admin →
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  6. Automatic Save

    When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.

    1 vote

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  7. A better document/template builder

    Every time I want to take a word file or excel file we have of one of our company documents and copy and paste it into the document template creator it messes up the layout so much its unusable. Template builder/editor is one of the hardest and most unfriendly feature in JN. The editor is so boxy and clunky its not user friendly or customizable. We would love to import more of our documents into JN and add template fields to auto populate info when created but can not do that effectively with the current design.. Also font selections and…

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  8. Add Forms to Documents

    I would like to be able to embed a form into a document

    1 vote

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  9. Scroll Through Multiple Documents

    I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.

    1 vote

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  10. Make it possible to add a review link to text message

    can you make it so we can send a link via a text message

    1 vote

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  11. 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

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    0 comments  ·  Signatures  ·  Admin →
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  12. Work Order Template Fields

    I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.

    1 vote

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  13. Estimates need to show up in documents on the activity screen.

    This needs to happen so we have a quick reference.

    1 vote

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  14. 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

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  15. 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

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    1 comment  ·  Forms  ·  Admin →
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  16. 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

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    0 comments  ·  Photos  ·  Admin →
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  17. send button for email

    Please move the send button so that we don't have to scroll to the bottom of our attachments every time we want to send

    1 vote

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  18. 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

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  19. Document Template of Excel File

    I would like to be able to copy an excel file into a custom document and have it format correctly.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  20. Purchase Order #'s

    In the invoice template, there needs to be a hard coding to add a PO# or Reference # on the top next to the Invoice #. The alternative is typing out the PO# in the customer notes, however this is not widely excepted with our corporate clients and leads to documents being rejected.

    1 vote

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