Documents, Photos, Forms & Attachments
25 results found
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.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.51 votes6 comments · Forms · Admin →
Share completed Forms
It would be helpful to share completed Forms from JobNimbus, via email, download and print.50 votesPlanned · 5 comments · Forms · Admin →
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.7 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.2 votes
Fill out the new forms feature on a desktop
Have forms be able to be filled out on the computer.45 votes
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!1 vote
Scan document to create fillable form
Ability to scan document or form to create a fillable form or document that can then be signed1 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.4 votes3 comments · Forms · Admin →
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
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
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.8 votes
Send Forms as Links/Attachments.
The ability to send forms as a link/attachments.13 votes
Download PDF of forms
Ability to download a filled out form as PDF7 votes
Form Answers ability to map to custom field.
Ability for answers to Forms questions be mapped to custom fields.6 votesViewed · 0 comments · Forms · Admin →
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.3 votes2 comments · Forms · Admin →
Upload a PDF to a Form
Would love to be able to upload pdf files while filling out a form.2 votes
Be able to add colors or other information at the top of a form
I would like to add Colors to the top, so when we do a picture of color matches we can have it under that, instead of having to scroll thru all the photos we take, to find that picture3 votes
Hide Forms Tab.
Be able to hide the forms feature.2 votes
- Don't see your idea?