Documents, Photos, Forms & Attachments
27 results found
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Advanced Forms Options
Some more options with forms would be very nice. I'd like to be able to share a link to forms that I can send my contacts so they can fill the form out. I'd also like to be able to print or download forms, both empty ones and submitted ones. There should also be some option to edit or update a form once it's been filled out.
12 votes -
Forms Cover Page
I would like the forms to have a cover page with our logo and the homeowner's information so they look nice when sent out.
5 votes -
Downloadable Forms
Can you make forms downloadable? We have some clients that require us to upload photos into their portal and they will only allow to upload one at a time. If we could upload our pictures/inspection form instead of individual photos this would save a ton of time. Thanks!
5 votes -
More Form Template Fields
We currently have an automation set up to send an email to the admin team and owners whenever a form is completed. I need a way to show the name of the form that was completed and the name of the person who submitted it.
1 vote -
Downloadable Forms with Photos
Downloading forms with a lot of photos will cut the photos in half between page breaks, and leave a few blank pages at the end without showing all of the photos. Can this be resolved?
1 vote -
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.
55 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
54 votes -
form data integrates into job fields
We would like it if data that is entered into forms can automatically prefill data in custom job fields that match. For example, we inspect our roofs after completion and score the crews with a 1-5 rating. At this time, someone needs to fill out the form then manually transfer the data into the job fields.
3 votes -
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.
9 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
51 votes -
Scan document to create fillable form
Ability to scan document or form to create a fillable form or document that can then be signed
1 vote -
Add form to Contact/Job from the web browser version of JobNimbus
We'd like to be able to add a form to a Contact/Job from the web browser version of JobNimbus so that the form already exists on the said Contact/Job before the sales rep goes onsite to fill it out.
6 votes -
Edit and Delete Capabilities for Administrators
I would like to delete a form or edit it, as I have experienced forms being created under the incorrect jobs, and there is no way to rectify this.
As an administrator, I should be to delete and/or edit EVERYTHING.
This is very frustrating.
1 vote -
Create a report from forms
I would like to be able to create a consolidated report from the information gathered on the form when we do a roof inspection. Maybe I would use it with my estimate or attach it to my work order.
11 votes -
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.
11 votes -
Download PDF of forms
Ability to download a filled out form as PDF
8 votes -
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.
14 votes -
Signature Type for Forms
It would be helpful if one of the type of elements in forms was a signature capture field. We currently use a paper job completion form where the customer and sales rep sign after doing the final walk-around at the end of the job. Rep verifies he inspected job and brief customer on warranty and other items, and customer signs buyoff. This feature would allow reps to upload signed forms into the job.
4 votes -
Form Answers ability to map to custom field.
Ability for answers to Forms questions be mapped to custom fields.
6 votes -
Upload a PDF to a Form
Would love to be able to upload pdf files while filling out a form.
2 votes
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