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JobNimbus Feedback

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280 results found

  1. Edit Columns on Material orders and Work orders

    I want to not show the Item column. I want to be able to show my "items" selection. as I may have an item that I am trying to order by a bag/ box or size.

    3 votes

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    0 comments  ·  Templates  ·  Admin →
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  2. Moving the Signature Area

    It would be very helpful if we could move the signature area to the very bottom of estimates. We are currently not able to move the signature area in estimate templates. Documents would look more presentable if we could move the signature line to where we want it to be.

    19 votes

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  3. Upload a PDF to a Form

    Would love to be able to upload pdf files while filling out a form.

    2 votes

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    Gathering Feedback  ·  0 comments  ·  Forms  ·  Admin →
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  4. The work order template and the estimate template need to have the same format.

    In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.

    1 vote

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  5. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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  6. when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.

    when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX

    1 vote

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  7. Be able to add colors or other information at the top of a form

    I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture

    3 votes

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  8. Ability to print signature requested doc

    Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.

    6 votes

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  9. Work Order Modified Automations

    There is a built in feature to automatically send work orders to subcontractor, but no built in features to automatically send modifications. You can create an automation to do this, but since attachments cannot be automated into emails, there's no way to send the updated WO to the sub, except manually. On weeks with weather, there are a lot of adjustments to job start dates, which means a lot of manually sent emails.

    2 votes

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  10. Make uploaded docs be automatically marked as private.

    Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.

    5 votes

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  11. Folder creation from Job/contact documents

    Creating folders within the documents tab of a record could be helpful to locate certain documents faster.

    7 votes

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  12. Create folders for pictures

    Be able to create multiple folders for pictures

    10 votes

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  13. Ability to Move Signatures to separate places on documents

    Wants the ability to be able to place separate signatures in different places on documents rather than just having them in one central location.

    10 votes

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    0 comments  ·  Signatures  ·  Admin →
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  14. Organize Documents

    It would be nice if there was a way to alphabetize Documents or have a folder option. Currently, the most recent document uploaded is on top and you have to search through pages and pages to find a document that might have been uploaded 2 months ago. Alternatively, if they could be dropped into folders that would be another organizational tool. Ideally, we want to store all our job-related docs in JN but right now are using SharePoint as a back-up where docs can be alpha and organized into folders.

    8 votes

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  15. Uploading Videos

    Would like the option to preview a video when you upload it into documents under a customer file

    13 votes

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    0 comments  ·  Photos  ·  Admin →
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  16. uploading multiple photos nimbus auto names most photos the same name

    , so when downloading to pc it only downloads 5 pics out of 80, huge time waster to name 80 photos when uploading, and downloading. thinking of quitting nimbus on this alone.

    07/08/2021 11:50:45.jpeg
    

    Type: Document
    Size: 124 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 354 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021
    Uploaded by Lawrence Watts

    07/08/2021 11:48:30.jpeg
    Type: Document
    Size: 303 KB
    Date Created: Thursday, July 8, 2021
    Date File Created: Wednesday, July 7, 2021…

    11 votes

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    1 comment  ·  Photos  ·  Admin →
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  17. Time Date Stamp on photos

    Time Date Stamp on photos

    4 votes

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  18. Rename Photos Within JobNimbus

    Logo would like to have the option to change the name of their photos, when they're synced into JobNimbus. For example.: When Company Cam's photos are synced, they have a very long name and it would be nice to change that..

    10 votes

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  19. Downloading options

    Instead of "DOWNLOAD ALL" being the only way to download multiple things at one time, a check box next to an item and the ability to download only those checked items would be amazing. It really helps when merging several documents into a single document.

    7 votes

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    1 comment  ·  Admin →
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  20. Verify you want to send a non-financial document before sending

    When clicking to edit a document under a contact, the 'edit' button and the 'Email document' button are right next to each other. We had an issue where our mouse skipped and it accidentally sent an inaccurate document to our contact.

    There needs to be a 'are you sure you want to send this document' popup to allow us to accept or deny the sending of that document.

    1 vote

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