Documents, Photos, Forms & Attachments
224 results found
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Submit Forms on Web, not just on Mobile
We would like the ability to submit Forms through the Web in addition to the mobile app, as we are at a computer more often than we are out in the field.
6 votes -
Forms for customers
Being able to email your customers a form to fill out would be helpful
6 votes -
Albums for Photos
Create more options for sorting, dividing, and saving photos. Albums would be the best thing - we do a lot of work that requires that we take photos for specific rooms in a building or sides of a building or we want to share an album with a customer. The room separation is really important because we do mitigation work.
Besides that having a ton of photos and documents without some folder separation makes them hard to sift through.10 votes -
Ability to Delete Products and Services
The products and services list is completely cluttered with duplicates of products and services that are hidden but then we have to name the new one something different because it already exists.
5 votes -
Make Template Creation and Editing Easier for a More Efficient Experience
It would be very helpful if the platform offered more flexibility and features for creating and editing templates, both for documents and emails.
Currently, we feel the need to customize templates more easily, including:
Direct table editing (size, alignment, margins);Easy insertion and adjustment of images;
Ability to create more creative and visually appealing documents;
Access to more editing tools, such as fonts, layouts, and styles.
These improvements would help make the process faster, more functional, and visually attractive — especially for documents that need to be signed by clients or sent via email.
3 votes -
3 votes
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Insert template field for most recent payment for a job, or pulling a payment reference number.
There is no insert template field currently in templates to insert the most recent payment on a job.
2 votes -
Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
4 votes -
Legacy Material Order
Why did we have to change the material order?? What is the purpose behind the new format? I can't add a photo on the new one and I used that feature all the time! Also why do the line items and sections have to be so big, I used to be able to see the whole order on the screen at once and now every line item takes up 1/3 of the computer screen...why???
1 vote -
Automatically add estimates and eagle views to the documents tab so they can be added as attachments to a independent email.
When I order an eagle view through job nimbus there is an extra step that requires me to apply the eagle view once the order is fulfilled. This also happens when I create an estimate it will sit in the estimate section of the job but not be applied to the documents. Be very nice if both of these items were automatically put into the document section so they can be attached to an independent email created.
1 vote -
Please raise the document size limit substantially.
Currently set at 100 MB, and we regularly get plans set over 150MB and sometimes over 200MB
3 votes -
Add automations to be trigger upon the completion of a form
Add automations to be trigger upon the completion of a form
4 votes -
Custom Reports
JobNimbus needs to have the functionality to create custom reports. As an admin, I need to be able to run a report that shows each customer, job status, any work or material orders created and their status, invoice balance, date of last update and by whom. Currently I have to run several individual reports to get this information. I understand having separate reports pull from its designated section within the software, but there should be an option for a report to pull any data from within a single job. This is VERY important for administrative reporting.
1 vote -
Make photos on a work order clickable!
Please make it so you can click/enlarge a photo uploaded to a work order on desktop! I can do it on the mobile version of a work order, but not the desktop, and the photos on the work order don't have good enough resolution/detail.
1 vote -
Ability to PRINT Proposals
With old school clients the ability to print a proposal and hand deliver would be nice.
2 votes -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
2 votes -
I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
22 votes -
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 -
Mandatory Forms
I would like the ability to not only attach specific forms to jobs or work orders to ensure they are completed by technicians, but also have the ability to make them mandatory to fill out before marking the work complete. This would be helpful especially with ensuring safety forms are completed for every site for example.
1 vote
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