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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

31 results found

  1. Hide Templates

    I would like to be able to 'hide' templates so that they do not show up as an option when creating a doc/estimate/etc. I don't want to delete them in case I decide to start using them again in the future, but I don't want a bunch in the drop-down menu that i'm not currently using.

    1 vote

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  2. A better document/template builder

    Every time I want to take a word file or excel file we have of one of our company documents and copy and paste it into the document template creator it messes up the layout so much its unusable. Template builder/editor is one of the hardest and most unfriendly feature in JN. The editor is so boxy and clunky its not user friendly or customizable. We would love to import more of our documents into JN and add template fields to auto populate info when created but can not do that effectively with the current design.. Also font selections and…

    1 vote

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  3. Make it possible to add a review link to text message

    can you make it so we can send a link via a text message

    1 vote

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  4. Work Order Template Fields

    I would like to be able to add template fields in my emails with information on the customer's work order that I can send to sub contractors.

    1 vote

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  5. Document Template of Excel File

    I would like to be able to copy an excel file into a custom document and have it format correctly.

    1 vote

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  6. Purchase Order #'s

    In the invoice template, there needs to be a hard coding to add a PO# or Reference # on the top next to the Invoice #. The alternative is typing out the PO# in the customer notes, however this is not widely excepted with our corporate clients and leads to documents being rejected.

    1 vote

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  7. Ability to edit work order number to match job number

    When submitting a work order you should have the ability to make the work order ID number editable. It currently generates a number that could be correlated to a completely different customer/job with that same number. Why not make this editable to so that customer, job, and work order have the ability to all have the same ID number? Giving us the ability to make this change in the template would help associate the work order to that customer.

    1 vote

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  8. Downlaod Estiamte Tempaltes

    The ability to download estimate templates.

    1 vote

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  9. The work order template and the estimate template need to have the same format.

    In the WO template there isn't a amount column. I would like the ability to have a total appear in the section when checked, like it does in the estimate template.

    1 vote

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  10. Template Field View

    Wants the options for the template fields to be more easily accessible rather than just having the drop-down menu.

    1 vote

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  11. Extracting Items from Financials into Document Templates

    User would like the ability to extract items from financials (ie. total amount due from invoice) and include it into a document template.

    1 vote

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