Documents, Photos, Forms & Attachments
34 results found
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Forms for customers
Being able to email your customers a form to fill out would be helpful
7 votes -
Submit Forms on Web, not just on Mobile
We would like the ability to submit Forms through the Web in addition to the mobile app, as we are at a computer more often than we are out in the field.
6 votes -
Mandatory Forms
I would like the ability to attach specific forms to jobs or work orders to ensure technicians not only remember to complete them, but have to in order to mark as completed.
3 votes -
Add automations to be trigger upon the completion of a form
Add automations to be trigger upon the completion of a form
5 votes -
Mandatory Forms
I would like the ability to not only attach specific forms to jobs or work orders to ensure they are completed by technicians, but also have the ability to make them mandatory to fill out before marking the work complete. This would be helpful especially with ensuring safety forms are completed for every site for example.
2 votes -
Flow chart options for Forms
It would be helpful for forms to have a flowchart function. For example, depending on the multiple choice answer provided (Q. what is the roof type? A1: Shingles, A2: Standing Seam), you are led to complete different form fills past that point.
4 votes -
I need to be able to edit a form from pc once it is submitted
I think a Form should be able to be filled out from the web browser (PC) not just the app. also it would be nice if once its submitted you can go back in and edit it, we don't always get all the photos and information at the same time so we would then need to go back and edit to add information.
22 votes -
Would like the photos submitted in a form to NOT resize when downloaded to PDF
Would like the photos submitted in a form to NOT resize when downloaded to PDF. I love the form option, but it's unusable as a report to a 3rd party. The photos resize to thumbnails and cram them all on one page when the form is downloaded to a PDF Client's can't see them, even when they zoom in as far as possible. In our experience, this is good for in-house use within JN but non-functional for other purposes.
7 votes -
Add Image Resizing/Reformatting in Forms
The Forms feature is essentially useless for damage inspections because when taking multiple photos they are all lined up vertically and shrunk to a tiny size to fit ONE page. Because of this, I can't create a template for damage inspections which was one of the main reasons we went with this software in the first place.
5 votes -
Form Formatting and Emailing
When downloading forms, I would like them to be better formatted to the page and have smaller margins instead of looking like a screenshot of the form itself.
I would also like it if, when you create a form, you could send it directly to the customer from there, and have the form appear under documents.
I would also like if, when composing an email, you could attach a form to the email.
9 votes -
Forms to clients
Is it possible to send a form template to a customer to complete
24 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.
15 votes -
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.
28 votes -
11 votes
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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.
33 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!
6 votes -
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.
68 votes -
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.
79 votes -
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.
61 votes -
Edit, download, and email forms
We want to be able to edit, download, and email the forms we create in JobNimbus
31 votes
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