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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

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199 results found

  1. Multiple Signatures on a Document

    I would like to be able to request two signatures on a document so both homeowners can sign it.

    7 votes

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    2 comments  ·  Signatures  ·  Admin →
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  2. Photo Editing on Web App

    Add ability to edit photos on web app, not just on mobile.

    9 votes

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    2 comments  ·  Photos  ·  Admin →
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  3. 2 votes

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  4. Create a gallery view for photos.

    Be able to see photos on a grid view instead of having to scroll through so much empty screen space.

    26 votes

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  5. 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.

    4 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. 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 page

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  7. 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.

    2 votes

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  8. 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.

    4 votes

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    0 comments  ·  Photos  ·  Admin →
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  9. multiple photos

    I would like to be able to select one or multiple photos on my phone and send them all to a contact in iMessage. Currently I have to save the photo to my phone and then send it from there.

    1 vote

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    0 comments  ·  Photos  ·  Admin →
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  10. 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.

    1 vote

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    0 comments  ·  Forms  ·  Admin →
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  11. 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.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  12. Ability to upload photos for Proposal Cover

    Proposals currently have a few stock photos to choose from for the proposal cover page. Most are roofing photos, so none really make sense for our jobs. I would like the ability to upload our own photos to use as the cover page of the proposal. We could take a picture of our customer's home/job and use that vs a stock photo.

    8 votes

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    1 comment  ·  Proposals  ·  Admin →
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  13. Print Report or Save Reports as PDF

    Would like to be able to save or print generated reports versus downloading and editing an excel or csv file

    1 vote

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    0 comments  ·  Admin →
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  14. 1 vote

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  15. Company Documents- Videos and/or powerpoint uploads

    Hello, I would like to be able to upload a powerpoint presentation for our sales guys to use and show clients. To keep everything in Job Nimbus we use.
    Also, it would be nice to be able to upload our 30-60sec company intro video also so our sales guys and show customers.

    3 votes

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    1 comment  ·  Admin →
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  16. Forms to clients

    Is it possible to send a form template to a customer to complete

    17 votes

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    3 comments  ·  Forms  ·  Admin →
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  17. Need Related contact fields for templates

    Currently there is no way to print related contacts information on any documents related to a job.

    We have multiple projects where we are working with 2 or more home owners, when printing estimates or documents we are only able to reference the primary job contact, even though the estimate will show a related contact in JN, we are unable to print any of the related contact information, need first/last name, address, phone, email. The work around is to make a job for each home owner, which defeats the whole point of using jobs.

    1 vote

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    0 comments  ·  Templates  ·  Admin →
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  18. EDIT DOCUMENT TITLE

    USERS (AT A CERTAIN PERMISSION SET) NEED TO BE ABLE TO EDIT DOCUMENT FILE NAMES. FOR EXAMPLE, A SALES REP UPLOADS A COPY OF A CHECK PAYMENT WITH THE WRONG INFO AND OUR BOOKKEEPER NEEDS TO AMEND THE FILE NAME WITH THE CORRECT CHECK NUMBER, AMOUNT, ETC.

    I'M NOT REFERRING TO CHANGING CATEGORY OR ADDING NOTES ON THE DOCUMENT.

    10 votes

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    0 comments  ·  Documents  ·  Admin →
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  19. Preview Documents in .doc Format

    I would like to be able to preview documents within JobNimbus in a .doc or .docx file format instead of just PDF.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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  20. Require Input on Contracts

    When creating a contract, I want to require my Sales Reps to type something before they can send it to a customer. Like they have to type something there or it will not generate.

    2 votes

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    0 comments  ·  Documents  ·  Admin →
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