Documents, Photos, Forms & Attachments
226 results found
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Multiple Signatures on a Document
I would like to be able to request two signatures on a document so both homeowners can sign it.
16 votes -
Photo View
would like to be able to view all photos uploaded each day. When looking for photos to add to web or marketing this feature would make it easier to view. Rather then continuing to have to go back to each job. For example, in marketing maybe we are promoting windows, we then have to find all the jobs we did window installation on and search to see if there is any material that we can use. If we had a photo gallery of all jobs it would make things so much easier, Especially if its months later.
3 votes -
Photo Editing on Web App
Add ability to edit photos on web app, not just on mobile.
18 votesWe are now gathering feedback to begin building this feature! To meet with the product manager leading this project, use the link below -
https://meetings.hubspot.com/taylor-brooks1
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Material order USE OUR PO not JN material order number
Please allow us to use a different field for the Material Order number on the Template or allow us to hide YOUR material order number, so we can feature our JOB PO which for us is our display name. Those numbers mean nothing to us the way we use Nimbus and our suppliers especially Beacon and its new AI only pickup on your number not the one we have added in large letters and bolded. PLEASE.
2 votes -
When email estimates, or any correspondence within JN-should auto remember previous copied emails
When emailing to customer or prospect, the software should remember commonly used emails when copying others within the email addresses, instead every single time we must type out each others emails for whom you want to copy....ridiculously outdated.
1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Photos will not show or load without major delay and waiting
PHotos is a constant problem from freezing up, to major excessive slow access even after they have already been loaded
Constant all year long!1 vote -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
7 votes -
Product Selection Section on Authorization page
Customizable Product Selection Area on the authorization page of estimate for shingle colors, metal colors and any other similar choices.
1 vote -
Add Image Resizing/Reformatting in Forms
The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.
5 votes -
Logo too large and format editing
We need to be able to make some edits to formatting on the signing page. The logo for the finance company is way too large and overwhelming. The important info and pricing is listed too small. It would be nice to adjust logo size and font size on these SumoQuote new estimates
2 votes -
5 votes
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duplicating work order template
Currently, when duplicating a template, it initially displays code that we're advised not to touch. To proceed, we must click "Add Template," then reopen it to make necessary changes. This adds unnecessary steps and complexity.
During a recent support interaction, I highlighted this issue, but the response indicated that this behavior is intended. This process disrupts workflow efficiency and usability.
Suggested improvement: Ensure duplicated templates display correctly upon creation, without requiring additional steps.
2 votes -
voicemail
There are times in which you get rather long voicemails that are addressed to a certain representative at the company regarding the project. I have been converting these over to MP3, and uploading under documents/photos and then tagging the rep that is handing the account. It would be nice if they could play within the program, and not have to download the message to listen to it.
1 vote -
Photo/document sorting and photo/document page controls
We typically have a lot of photos for our jobs. I would love to have the ability to have controls on both the bottom and the top of the photo/document pages. Also, the option to sort from oldest to newest would be great.
In short:
The ability to reverse sort photos from oldest to newest.
Also having the same controls on both the bottom and the top of the page10 votes -
Photo feed on web version
on the app, there is a "photo feed." there should be a web version of this. It would make marketing much easier.
1 vote -
Cancel/Void Signature Request
I requested a signature on a document and need to cancel/void that document before the customer signs, as there was some inaccurate information there. I changed the status to 'Canceled', but the customer could still sign it and this could put me in a legal battle. I would like a way to cancel signature requests and/or make the signature link invalid for instances like this.
5 votes -
Form Formatting and Emailing
When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.
I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.
I would also like if, when composing an email, you could attach a form to the email.
9 votes -
Ability to get rid of the Logo in the Top Right Corner
We want the ability to remove the logo from the top right corner as we already have it in the picture upload. As well as the ability to upload PDFs rather than just JPEGS.
2 votes -
Share Link on Mobile App
I would like to be able to share photos with customers via the mobile app with a link to all the photos instead of having to send each photo over email.
7 votes
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