JobNimbus Feedback

Have suggestions for how we can improve? Share them in the categories, or vote for the ideas you like best. We want to hear your feedback!

Please only include one suggestion per post. While we can't respond to every suggestion, we are committed to reviewing every suggestion individually.

Documents, Photos, Forms & Attachments

  1. Share completed Forms

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

    31 votes

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    Planned  ·  3 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Fill out the new forms feature on a desktop

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

    33 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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.

    23 votes

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  4. 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.

    15 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Customize expiration time frame for Estimate/Document Signature Requests

    I would like to be able to modify the time frame an estimate/document signature request is set to expire. I would like to make it longer than 48 hours

    26 votes

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    Started  ·  1 comment  ·  Signatures  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Edit multiple photos at the same time

    Ability to edit and delete multiple photos at the same time

    3 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Access to Company Documents in mobile app

    Be able to access Company Documents in the mobile app

    3 votes

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  8. Notifications for When Document is Digitally Signed.

    An option for others besides the signees to be notified when a document is fully signed. There is a similar feature for estimates via an automation, which currently cant be created for documents.

    50 votes

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    4 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Create Fillable PDF's inside JobNimbus

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

    2 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Ability to delete or hide company documents that are associated with active records.

    Right now you get an error if you try to delete a document if it's been used in an email. We should be able to delete or hide those if they are outdated.

    7 votes

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    1 comment  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Make Form drafts visible to office

    If a sales rep is unable to complete a check list form and saves it as a draft, it would be great to make the draft visible to the office. Currently we cannot see it in the draft stage until that check list is complete, problem also is if they save it then they cannot go back to edit it.

    8 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 4 votes

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  13. Ability to filter (reject) images from email replies

    Ability to filter (reject) images from email replies

    Would like to continue saving attachments but avoid images such as signatures and logos.

    2 votes

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  14. Template questions with a Photo type

    Include a Photo type question to the template questions so I can select specific photos for specific areas on a document

    2 votes

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    0 comments  ·  Documents  ·  Flag idea as inappropriate…  ·  Admin →

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  15. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    12 votes

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  16. Increase photo upload limit to 1000+

    We often need to upload hundreds of photos from our job sites at once. Now, we need to do this in chunks, and it's extremely inefficient.

    1 vote

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  17. 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.

    1 vote

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    0 comments  ·  Forms  ·  Flag idea as inappropriate…  ·  Admin →

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  18. Upload PDF in Photos Tab

    Ability to save PDF documents (photos) in the photos tab of a contact or job. Currently when you try to upload a PDF in the photos tab it automatically goes into the documents section.

    8 votes

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    Gathering Feedback  ·  0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  19. Photo Report for Homeowner

    We are looking for a photo report similar to xactimate. We would like to be able to annotate and edit the photos. Then take those edited photos and download them into a pdf. We are looking to use this for before and after reports for the insurance carriers and homeowners.

    2 votes

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    0 comments  ·  Photos  ·  Flag idea as inappropriate…  ·  Admin →

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  20. Auto updating pricing on templates

    Automatically update prices in templates after updating prices in "Products and Services" under settings. We use templates a lot for quotes, ordering and estimates. It would be nice that after we update the price in "Product and Services" we can Click a button in the "edit template area" to update all the items that are linked to the "Products and Services" page. We have about 30 template estimates and updating multiple every time a price change happens in almost a full time job for several days. A button on each one that says "update pricing" to match the products and…

    2 votes

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    0 comments  ·  Templates  ·  Flag idea as inappropriate…  ·  Admin →

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