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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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199 results found

  1. Add more invoice template options or allow more formatting options.

    There are currently only two options for invoice templates. There is very little customization for the formatting. It would be nice to add or remove items such as company logo and document title, or allow the use of a letterhead in the header. The ability to change margin size would also be helpful to eliminate the chance of a blank second page in the PDF.

    9 votes

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    0 comments  ·  Templates  ·  Admin →
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  2. Better organization for documents and photos

    We would like to be able to create folders for different documents and photos. I.E. create a folder for photos, one for documents etc...

    17 votes

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    1 comment  ·  Documents  ·  Admin →
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  3. Open two documents at once

    I need to be able to open two documents in a file at the same time. When check on the status of an insurance claim, I need to be able to open the scope front the insurance company, as well as my supplement/estimate that I have submited. I need to be able to open two documents at once. I am pulling my hair out because you don't allow me to do this.

    3 votes

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    0 comments  ·  Documents  ·  Admin →
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  4. Integrate Microsoft Word for Document Template Importing

    User has requested the option for importing existing word documents into Document Templates for the purpose of preserving font, layout, images, etc.

    26 votes

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    6 comments  ·  Templates  ·  Admin →
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  5. Photo arrangement in documents

    When using the photos attachment option in templates you can not chose the order in which the photos will appear on the page it is random. I would like the ability to pick and choose which the ordering of photos when attaching them.

    20 votes

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    5 comments  ·  Photos  ·  Admin →
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  6. Add option to initial important sections of a document before signing a document.

    Add option to initial important sections of a document before signing a document.

    2 votes

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    0 comments  ·  Signatures  ·  Admin →
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  7. open documents in new window

    Instead of documents opening within the same window, open them as a new window(or tab) within the web browser. As it currently stands when you open a document, measurements for an example, it opens within the same tab. This method only allows one document to be viewed at a time. If the document were to open in a new tab within the browser we could easily have multiple documents open at one time. When I order material for a job I will open the Eagle View and the selection sheet that we use, but in the current system I can…

    4 votes

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    0 comments  ·  Documents  ·  Admin →
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  8. Mass Delete Photos and Attachments

    I would like the ability to select multiple photos and attachments to be able to delete them.

    61 votes

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    Viewed  ·  4 comments  ·  Photos  ·  Admin →
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  9. moving multiple photos

    I'd like to be able to move multiple photos from one contact/job to another. This would be helpful in cases where there are 40-50 pictures taken in the wrong contact/job. otherwise I have to pull them from the contact/job drag and drop them to the desk top then enter them to the correct contact/job. Most times they show up so small that you can't see them or they are javascript. Same for pulling pictures to email they are super small.

    7 votes

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    0 comments  ·  Photos  ·  Admin →
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  10. Organize attachments in order

    I would like the ability to organize my attachments in order. Currently, when I attach files they are scattered all over the place and not organized

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  11. Search, Sort, and Filter Files

    Need these in our daily business:

    Files to sort by Created Date

    Files to sort by Name

    Files to sort by Types in a single view

    Files to sort by Users

    To name and re-name uploaded pdf and photo files

    2 votes

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  12. Edit pictures

    We need the ability to edit pictures within JN. It would be nice to be able to add text, circle things, point to things, draw on it, etc. We could then send those to the crew, repair man, customer, etc.

    21 votes

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    2 comments  ·  Photos  ·  Admin →
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  13. Attach Videos to Email Templates

    The ability to embed a video in an email template so that when a contact is moved to a specific status, we can create an automation to send the customer an email with a video attached (i.e. more personal thank-you)

    8 votes

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    0 comments  ·  Templates  ·  Admin →
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  14. Ability to create Google-style documents and spreadsheets

    Have the ability to create Google-style documents and spreadsheets that can constantly be updated to track work in progress for all jobs.

    6 votes

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    0 comments  ·  Documents  ·  Admin →
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  15. Bigger images on the Job level

    Having these images easier to see, it would be awesome. Also any images added to that section should be listed within the job under photos automatically. Right now we have to upload to both locations.

    3 votes

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    0 comments  ·  Photos  ·  Admin →
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  16. Ability to remove Document ID

    I've noticed that there is a new id printed at the bottom of our documents and would like to be able to remove it.

    12 votes

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    0 comments  ·  Documents  ·  Admin →
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  17. Organize documents into sub-categories

    I want to be able to organize the Documents on Jobs into sub-categories instead of just having everything listed by date and time.

    17 votes

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    1 comment  ·  Admin →
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  18. Allow for eSign by customers

    SImply allow a customer to eSign a document (e.g. estimate) without my having to travel back to their location so they can do it on my device. Customers want to think it over, discuss with their spouse, etc.

    7 votes

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    0 comments  ·  Documents  ·  Admin →
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  19. E-signature for Invoices - D-sign

    The ability to add an e-signature line directly to an invoice, specifically.

    3 votes

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    0 comments  ·  Signatures  ·  Admin →
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  20. Ability for customer to select options on estimate online and sign online

    We would like to be able to send an estimate for online signature to our customers, giving them the ability to choose which options they'd like to include in the total price before signing. We usually send an estimate with at least a couple of options/upgrades. Currently, they have to tell us which options they'd like to include, we rework the estimate, and then send it to them again to sign.

    10 votes

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    0 comments  ·  Signatures  ·  Admin →
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