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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

201 results found

  1. 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…

    5 votes

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    0 comments  ·  Documents  ·  Admin →
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  2. Improve picture Quality/Size

    We are solar installers as well as roofers. We are a VERY big market that JN could capitalize on. The picture quality from the compression of JN makes many of the pictures illegible and therefore useless. In solar, we need pictures where small labels on breakers, wire etc. must be readable. Very frustrating to be required to go back to a job and tell your techs "NOT" to use JN for photos. We're forced to go back to using WhatsApp to move full-size picture files around.

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  3. Share completed Forms

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

    42 votes

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    Planned  ·  3 comments  ·  Forms  ·  Admin →
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  4. Create Fillable PDF's inside JobNimbus

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

    8 votes

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    0 comments  ·  Documents  ·  Admin →
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  5. Checking off items on a Work Order

    People who are assigned to a Work Order should be able to check line items off as they are completed. Admins can then see at a glance what has been completed and what still needs to be finished.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  6. Automations Triggered by Forms

    I'd like to be able to create an automation triggered by a form being completed. We would like to utilize the form function for our production manager to fill out daily or weekly progress forms for jobs and have them automatically emailed or have some kind of notification that they are completed.

    5 votes

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    1 comment  ·  Forms  ·  Admin →
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  7. 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.

    5 votes

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    0 comments  ·  Photos  ·  Admin →
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  8. Fill out the new forms feature on a desktop

    Have forms be able to be filled out on the computer.

    39 votes

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    0 comments  ·  Forms  ·  Admin →
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    Started  ·  Lane Alo responded

    We have started the work on this idea. We are hoping to move it into a beta sometime within the next month. 

  9. 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.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  10. Allow us to edit forms that have already been submitted and delete old forms from jobs

    We need to be able to access forms from a desktop as well as be able to edit forms that have already been submit in case of error or mistake or something changing.

    20 votes

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    2 comments  ·  Documents  ·  Admin →
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  11. 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.

    26 votes

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    1 comment  ·  Forms  ·  Admin →
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  12. Access to Company Documents in mobile app

    Be able to access Company Documents in the mobile app

    6 votes

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  13. PHONE NUMBER OF PRIMARY CONTACT IN JOB

    Having to click on the primary contact just to see a phone number is problematic when people forget to go back to the job to add notes or documents believing they are still in the job.

    It is also one extra step that needs to be done.

    2 votes

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  14. Allow Table Editing In Reports

    When we run a report, it would be great to be able to edit within the table. I understand some fields being locked, but for the most part, we should be able to click within a custom field to then update the data as it shows in the table vs having to open each job record and manually make the changes.

    1 vote

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  15. Signatures on WORK ORDERS

    Just like on estimates and documents, WORK ORDERS need to have a native way of adding signatures. We've had a number of subcontractors argue payments with us because they didn't sign for anything. If we send a work order to a sub to accept, we want them to sign for it as a means of accepting the scope of work and payment terms.

    1 vote

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    0 comments  ·  Documents  ·  Admin →
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  16. Attach Pictures And Documents to Estimates/Invoices

    Not only should we be able attach Pictures AND Pdfs that are multiple pages, but also please make it to where they can be attached to the estimate or invoice as a whole vs. to a single line item. (Similar to "Add Item/ Add Section", but Add Attachment).
    The way it is right now, our salesmen have to send the estimate and/or invoice then a Separate email that includes the pictures and documents needed for the homeowners to have Legible, Large Format documents to submit to their HOA or insurance company. It adds steps that are supposed to be simplified…

    1 vote

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  17. 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…

    1 vote

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  18. Edit multiple photos at the same time

    Ability to edit and delete multiple photos at the same time

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  19. Virtual photo release form

    A simple photo release form we could send via Jobnumbus for a virtual signature. This would eliminate the need for printing off a paper copy and the hassle of getting sales reps to upload these documents to jobnimbus.

    1 vote

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  20. Indicator on photo comment on mobile phone

    Can I get an indicator(highlight or red dot like Apple notifications) on photo comments showing there is a comment for photo instead of having to click on each comment bubble to see if there is text to read.

    2 votes

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Documents, Photos, Forms & Attachments

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