Documents, Photos, Forms & Attachments
67 results found
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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.
5 votes -
Limit team members' ability to view email threads/attachments
Create an accessibility setting for specific team members/groups' access profiles to limit their ability to view email activity from other users and also limit ability to download/view attachments in the emails. It kind of defeats the purpose of limiting team members to be able to view documents such as estimates and invoices when they have full visibility of email activity in which they can just download the attached file and view it.
2 votes -
Automatic Save
When working on proposals/estimates. the system doesn't "automatically save your work" please HELP.
1 vote -
Add Forms to Documents
I would like to be able to embed a form into a document
1 vote -
Scroll Through Multiple Documents
I would like to be able to scroll through all documents instead of having to close out of each one before opening the next.
1 vote -
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.
8 votes -
Ability to Archive Old Versions of Company Documents
It's inevitable that Company Documents need updating. Currently, it's not possible to delete or archive old versions of documents that have been used before so it can get confusing to our employees which are the current versions
2 votes -
Estimate Line Item Custom Fields in a Document
Can we add a custom field for adding line items within a document? I don't want to include the entire estimate, but I want to be able to type in line items with a description and a price, just like we would if we were creating an estimate. I want these fields to populate when creating the document so we can type in the description and price and have it look presentable to the customer. I am currently manually doing this, and the spacing doesn't look great and its time consuming to try to align everything.
1 vote -
File size issues
The file size restrictions of 100mb are very inconvenient when you have a large set of architectural drawings to upload. I have sets of drawings that i am breaking up by subsection already (arch, struct, elect, plumbing) that are STILL too large to upload at the 100mb. Even zipping the file is not helping. Some of the drawings sets are hundreds of pages and to have to break them out into separate documents is cumbersome and will be confusing when looking for something in the documents tab (especially that there is no sub-files to separate them into).
1 vote -
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…
8 votes -
EDIT FILE NAMES
We need the ability to edit file names. Often times, other departments are uploading documents and they need to be in certain format for processes later down the lifecycle. For example, we have a particular naming format for financials but also being able to add things like PO, job number, or even fix misspellings would be really helpful!
2 votes -
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.
6 votes -
Create Fillable PDF's inside JobNimbus
Having the ability to create fillable PDF's inside JobNimbus, and then later fill them out.
13 votes -
Be able to “Duplicate” or “Copy” a Document
Please add a “copy” or “duplicate” function on the documents. We currently use our own templates for contracts. When we send a document for signature, it locks it and we can’t make any corrections to that or make a copy. We have to re-create the contract from scratch if we need to make any edits. This is for document that have NOT been signed yet.
Or let us void the document if it hasn’t been signed, and unlock the document so we can make edits.
2 votes -
STATUS SORT FOR WORK ORDER
IT WOULD BE AMAZING TO SORT STATUS (I.E. OPEN, CLOSED, ETC.) IN THE WORK ORDER SECTION OF THE WEB AND MOBILE APP.
1 vote -
Draft vs sent status
When an email is sent from the activity folder we are able to add additional comments to the email, and we really like doing this to have better communication with the customer. However, when sent from the activity folder the status isn't changed from draft to sent, it stays in draft. Then our office manager sees that we have a bunch of estimates that are only in draft status, when in reality they have been sent to a customer.
1 vote -
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…
3 votes -
Bulk download photos and documents separately
Add ability to download all photos without other attachments being downloaded
5 votes -
receipts
To have a receipts option under documents downloads that would give you a box to put the cost of the receipt in. This could auto total on the financial page. It would help keep track of job costs. This could theoretically integrate into a post job budget check.
1 vote -
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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