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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

73 results found

  1. 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

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  2. 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

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  3. 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.

    2 votes

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  4. 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

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  5. 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

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  6. 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.

    2 votes

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  7. 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.

    2 votes

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  8. 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.

    15 votes

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    1 comment  ·  Documents  ·  Admin →
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  9. Restrict visibility access for different Attachment Categories

    Visibility on different types of documents.

    Prevent certain groups/individuals to be able to see certain types of Attachment Categories.

    3 votes

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    1 comment  ·  Documents  ·  Admin →
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  10. 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.

    58 votes

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    4 comments  ·  Documents  ·  Admin →
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  11. Upload Fillable PDF's (i.e custom contracts, change orders etc) to Document Templates

    Which would then allow our custom documents to be sent out for e-signature.

    6 votes

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  12. Document esigned status

    I'd like the ability to create a report showing wither or not a specific company document (contract agreement) has been sent to a contact, and then show the status, if the document has been sent, opened, or fully signed. If that doesn't work, some way to trigger an automation when a contact signs a company document.

    1 vote

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  13. Document Status changes with signature status

    There used to be a "Signed" status for documents, but now that's gone and the signature status column seems to have replaced it. The problem is that the signature status can be fully signed, while the document status remains as a draft. I think the document status should relate to the signature status, or the document status should be removed altogether.

    6 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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  15. Attach Links to Documents

    Give us the option of "uploading" or attaching a link as a document. This would make it possible to easily link a Google Doc or similar to a Contact/Job.

    2 votes

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  16. The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    The app does not allow my coworkers to see my notes as to what the document is under documents, which makes searching hard. Please update

    1 vote

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  17. Be able to upload a document and make notes/tag people at the same time

    We want the ability to upload a document, and be able to make a not and tag people at same time.... not have to load and go out and search job or contact and go back in and make a note.

    2 votes

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  18. when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX.

    when dragging document to upload, BOX SHOUL HIGHLIGHT TO DIFFERNT COLOR. ITS HARD TO TELL IF DOCUMENT HAS BEEN PLACE IN THE BOX

    1 vote

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  19. Ability to print signature requested doc

    Currently when sending a document requesting signature, recipients do not have the option to print the document or download it to review before signing. It would be convenient to include this to make business easier for clients.

    6 votes

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  20. Make uploaded docs be automatically marked as private.

    Have an option in settings to automatically mark uploaded documents as, private. Currently, this is done manually by have to make sure the box is selected.

    5 votes

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