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. printing straight from attachments. Know how to open up two tabs and print but would be streamlined to print straight from attachments

    when printing I have to open up a tab and then open another tab and then print from that tab. Not difficult but the extra steps can be annoying. Also, having to explain this to non computer types over and over again. it would be great to be able to open up an attachment and print straight from that

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Before sending an email I'd like to see the file name of attachments that are found elsewhere besides JN once I've browsed and attached them

    If I browse elsewhere than JN for a file to attach, I can't see the file name to double check that I've attached the correct file before sending the email.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. A video about how to Build a template not just personalize

    There is a video on personalizing a template but not on building one in JN.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →
  4. Had a setting in order to create a new tab on each file

    In each file to make a new tab for the different thing we do for each client, such as roofing, chimney, mortgage, permit, and things like that.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Attachments Resize - logos and attached photos

    Our logo turns out to look tiny because of its aspect ratio and the constraints of the JN layout. It would be great if there were more flexibility for the layout.

    Also, you can attach photos to invoices (showing, for example, before and after photos of your work). But the photos are so tiny, that many times they are not useful. It would be great to be able to make them bigger or attach them to a second page so the recipient can actually make out the detail in them.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. separate lists for documents and attachments

    Instead of having the same Type list for Attachments and Documents, it would be nice to have individual ones

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. Document Description column on Documents Grid

    At present, the Documents area displays after we first click the Ellipsis to create a Document and then we can see them above Activity and create more. Can you please add a column for the Description of the document since there is no way to name different versions of the Document at this time?

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  8. Signature Line

    The signature line needs to be ON the Contract, not on a separate page. How would you prove that they signed the actual contract?

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Gathering Feedback  ·  0 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add documents or pictures in my documents tab directly to a customer

    Right now if i want to attach documents or pictures i have saved in my Documents tab, i have to download each one individually and save to my desktop. Then i have to enter the customer profile and save each as an attachment, then email the customer.
    Can you make it so that when we enter the Documents tab we are able to send that document straight to a customer profile for emailing.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  10. Better PDF Attachment Viewer

    When viewing an attachment for the document/photo to be larger automatically and easier to scroll (instead of clicking) through multiple pages

    45 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  14 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. to be able to assign current files in Attachments Categories to another

    we want to remove a category to be less confusing on front and back end
    but the error that files have been assigned to that category prevents to do so and locating and editing all those files takes forever it should give the option to select a different category and move all files.

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. attachment categories space

    please make that box bigger we can even read the names of our categories

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. we need better ways to handle our Attachments category

    Example ( blocked Expenses folder or main folders to be easy distinguishable with different colors then under it we could add
    Other Expenses folder - Labor expenses - material expenses

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Email Attachments ordered by Date Created/Uploaded

    When sending an email through JobNimbus and attaching photos or invoices, they're not in order of when they were uploaded or created. This means attachments in emails send completely out of order. Could we make it so attachments are in order by Date uploaded so they appear correctly in the email?

    5 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Larger embedded photos in work order

    It is great and helpful that we are able to organize and attach photos automatically in the attached options but they photos are just to small. They are currently 5/8" x 1" 1/2 and would be great to get them closer to 1" 1/2 x 3" if possible or bigger. The idea is to at least fit two by each other side to side and will be followed below the sheet and if needed it will add another page for further picture attachments.

    11 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  16. Save Checkbox State on Templates

    I have checkboxes in some documents and they are not working when you check them, then create the document over the PDF. The boxes go back to being 'unchecked' after you save because the selection isn't being stored in the database.

    13 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    3 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  17. Folders for Attachments

    if we could upload photos in a folder this would help keep it organized within the job

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your submission! We’ll let our dev team know you’re rooting for this, but we did want you to know that you can use Attachment Categories in the meantime as a pretty good way to keep your photos together in different buckets, almost like folders. Our support team can help walk you through how to do that.

    We’ll merge your request in with the rest and work towards better serving you in a future update!

  18. The Ability to reference contract prices, invoices, deposits, payments etc in documents

    We are creating a lot of our documents directly through jobnimbus and it would be nice if the "Insert Template Field" had an option to reference detailed invoices, or deposits and or payments that you have collected. Right now you have to add them as questions and manually fill in the correct amounts. When in the field it would be so much easier if these items just auto populated. For example: We have a completion certificate and it references the Contract Amount, Change Order, Deposit, Progress Payments and Balance. Right now i have to create template questions for each of…

    1 vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Documents template Pictures Attachment

    At present, we can create a document and attach the [[pictures attachment]] placeholder. However, when selecting pictures, only 1 or 2 show up and when too many picked (unaware what the max is) none show up.

    2 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  20. Select multiple photos and/or attachments to download (instead of just All)

    Instead of "Downloading All" you could Download just the Before Photos or Just the During Photos. Or be able to Select 10-20 Photos and Download just those photos. Right now is either one by one or all including all attachments. It would be nice to be able to separate your download by category.

    14 votes
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)

    We’ll send you updates on this idea

    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

Documents, Photos & Attachments

Categories

Feedback and Knowledge Base