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. 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
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    Viewed  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  2. Quote / Job site assessment and safety checklists.

    Hey guys,

    We have previously done a trial using field magic. they had quote and job checklists and we found them to be great.

    I love how we can add photo's to the site, but to have a checklist in there would be perfect.

    We are a solar installation company and would love these items in a checklist.

    for example if we could create our own checklists to include drop down boxes
    say for inverter installation
    next to meter board - brick
    next to meter board - weatherboard
    in garage - plaster
    in garage - brick

    Phases
    Single
    Dual
    3…

    5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. 11 votes
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    Viewed  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option to Select ALL Photos for Photo Documents

    Select ALL when choosing photos for a photo document

    4 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  5. Photo gallery options

    It would be great if JobNumbus had a feature to create photo gallery options and include various specs along with each photo. For example, if our company sells GAF roofing, it would be great to be able to create photo galleries and include shingle colors/types, etc.

    4 votes
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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  6. Document Scanner

    Being able to scan the document directly into JobNimbus would save time. Otherwise, have to scan document into computer, save document , then upload it to a file in JobNimbus

    27 votes
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    Viewed  ·  4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  7. More Photo Organization Options (grouping, rename, reorder)

    The photos in jobnimbus do seem to go in the order that they are taking. Once you have named them they get disorganized even more. I would like to be able to organize the photos the way best to tell the story.

    22 votes
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    Viewed  ·  4 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  8. Private Attachment on Documents & Emails

    I'm looking to have the "Private Attachment" available when creating a Document, as well as when I send an email. The reason is to have this private from our employees that have limited access.

    We create our contracts in a document which has the estimate embedded in there, so we don't want this showing up in the activity stream and attachments for them to see the prices.

    We also then send our emails from inside JobNimbus and have the estimates, or contracts attached to the email. then it shows up on the activity stream for the contact and they can…

    4 votes
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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  9. Improved Photo Viewer (Mobile & Web)

    The photo upload functionality is great, but it seems kind of silly to not allow a viewer to click through photos without exiting the currently viewed photo.

    10 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  10. Ability to Rearrange Photos Within Documents

    All of us at the office really hate how you are unable to move photos around when creating a document and also when selecting photos for document they are in no kind of order at all and it is hard to decipher which pictures are new or old.

    11 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  11. Work Order Attachments in Attachments tab

    When adding a PDF to a work order (such as a copy of a subs invoice for the work order) you are able to add the attachment but it will not show up under the attachments tab. We remedy this by attaching in 2 places but would prefer that it any attachment added would show up under the attachments tab.

    2 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 5 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    If you’re looking on the Board view for Contacts, you’ll see a paperclip icon with the number of attachments next to it. We will be increasing this visibility across the system, but this is the start and the best way to see this right off the bat.

  13. Search In Company Documents

    you should have a search option in the document section

    6 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  14. Drag & Drop Attachments (Documents, Photos, etc)

    Instead of having to browse to attach a picture or scanned document, it would be nice to be able to drag and drop it into the attachment section.

    13 votes
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    1 comment  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  15. Better E-Signature Support (actual signature rather than typed, multiple signatures)

    The signature that is placed on our documents when they are signed through email is too simple of a typeset. It makes it look faked. Is there any way to change the font?

    We use templates to send contracts to our subcontractor's. If I use the "signature" built-in field, the only option is the Job's primary contact, not the subcontractor, unless they are a paying team member, which our subcontractor's are not.

    11 votes
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    Viewed  ·  3 comments  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →
  16. Drag and Drop Attachments from Email

    When uploading a file from an outside service email provider, it would be nice to upload the file by dragging it from the email and dropping it in JN. It is time consuming to download and upload again each file. Quickbooks online has this feature for uploading files and it works great with our Google email system.

    12 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →

    The fastest way to get an attachment from your email into JobNimbus is to forward it to your @jobnimbusmail.com email address and tag it with the contact or job # (see the Email tab in your JobNimbus settings for more details).

    You can also drag and drop from a saved file on your computer, but we will look into drag and drop from email services going forward as well.

  17. Folders for Company Documents with Permissions

    We would like to have the ability to nest folders in the company documents section. The current list feature can be confusing and difficult to sort through. Also it would be great to be able to control access to individual folders, as the current option is full document access or no access at all.

    20 votes
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    Viewed  ·  4 comments  ·  Flag idea as inappropriate…  ·  Admin →
  18. Calculation Tables in Documents

    It would be helpful if there was a way to make the tables do the math like in Excel. We are currently using the invoices for the carriers and then we have 2 invoices, one for customer and one for insurance. Gets supper crazy and confusing.

    Calculation in the cells would also make for easy math on a job in question that others can see

    3 votes
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    Viewed  ·  0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
  19. Photos uploaded in correct sequence

    When we upload photos they get way out of order. Our inspections are done with every photo in a specific place. Can they be reordered according to image number? Or can you have them uploaded in the correct order?

    28 votes
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    Viewed  ·  8 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →
  20. A way to organize pictures in our documents (order)

    As it stands right now, we cannot choose which pictures go 1st, 2nd, 3rd.. etc. I like to put reports together that tell a story, before repair pictures, during repair pictures, after completion repair pictures. Right now, they just spray everywhere and as a company, we look unorganized when we try and send these to our customer.

    Secondly, we need an option to add pictures to our invoices if possible. that way I am not always making two different documents. Maybe if i want to just add a few pictures, it would be nice to send the customer one PDF…

    4 votes
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    Viewed  ·  1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →
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