Skip to content

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, Forms & Attachments

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

287 results found

  1. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  2. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Signatures  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  3. Estimate Line Item Custom Fields in a Document

    Can we add a custom field for adding line items within a document? I don't want to include the entire estimate, but I want to be able to type in line items with a description and a price, just like we would if we were creating an estimate. I want these fields to populate when creating the document so we can type in the description and price and have it look presentable to the customer. I am currently manually doing this, and the spacing doesn't look great and its time consuming to try to align everything.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  4. Postponed Appointments

    When an appointment has been set and needs to be postponed, there should be a "custom" selection where I can put in the new date and time. Currently I have to postpone the appointment, then create a new appointment.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Proposals  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  5. photo information download attach

    Photos should retain metadata when downloaded. When you download your photos they are given a random name and do not contain useful metadata about the photo, such as the date the photo was taken or the location of the photo.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  6. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Photos  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  7. 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.

    7 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  8. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  9. File size issues

    The file size restrictions of 100mb are very inconvenient when you have a large set of architectural drawings to upload. I have sets of drawings that i am breaking up by subsection already (arch, struct, elect, plumbing) that are STILL too large to upload at the 100mb. Even zipping the file is not helping. Some of the drawings sets are hundreds of pages and to have to break them out into separate documents is cumbersome and will be confusing when looking for something in the documents tab (especially that there is no sub-files to separate them into).

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  10. Ability to text a work order or other documents.

    Ability to include attachments in text messages. Work orders, estimates etc

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  11. 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

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Templates  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  12. More Form Template Fields

    We currently have an automation set up to send an email to the admin team and owners whenever a form is completed. I need a way to show the name of the form that was completed and the name of the person who submitted it.

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  13. Downloadable Forms with Photos

    Downloading forms with a lot of photos will cut the photos in half between page breaks, and leave a few blank pages at the end without showing all of the photos. Can this be resolved?

    1 vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  14. Delete and print forms

    I would like to be able to delete a form created under a specific contact/job and download it as a pdf to print it.

    58 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Gathering Feedback  ·  6 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  15. Create Fillable PDF's inside JobNimbus

    Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.

    15 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  16. Bulk download photos and documents separately

    Add ability to download all photos without other attachments being downloaded

    8 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    1 comment  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  17. Access all of documents photos related to the contact in a job

    We have clients that will send us an email with photo attachments. the settings will allow the attachments to save to the photos or documents tabs related to the client, but not the job. Then we create the estimate in a job (because our clients tend to have multiple projects, unrelated to each other), but have to re-upload those exact same photos to the job to attach them to he estimates.

    I'd like to be able to access any photo related to that client, within the job. But specifically with the estimates, as well.

    11 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Photos  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  18. 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.

    3 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  19. Share completed Forms

    It would be helpful to share completed Forms from JobNimbus, via email, download and print.

    55 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    Planned  ·  5 comments  ·  Forms  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  20. Ability to Hide Documents or Photos That Are Not Relevant

    Estimate & Invoice Example -- If we send out 3 estimates/invoices for one job and they only sign one, all estimates show in the documents tab without indication of which one is the signed version. Currently, the only way to determine the valid estimate or invoice is to go back to the financials tab and find the Fully Signed estimate number, then go back to the documents tab and match that to the number in the documents tab. When we have 50 jobs running at a time, this is a nightmare. Either they shouldn't copy to documents Unless they are…

    4 votes

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    We’ll send you updates on this idea

    0 comments  ·  Documents  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
  • Don't see your idea?

Documents, Photos, Forms & Attachments

Categories

Feedback and Knowledge Base