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JobNimbus Feedback

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Documents, Photos, Forms & Attachments

29 results found

  1. Form Data to flow to a template to create estimate

    It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.

    7 votes

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    3 comments  ·  Forms  ·  Admin →
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  2. Send Forms as Links/Attachments.

    The ability to send forms as a link/attachments.

    14 votes

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    0 comments  ·  Forms  ·  Admin →
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  3. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  4. 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

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    2 comments  ·  Forms  ·  Admin →
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  5. Download Completed Forms

    Would like to be able to download forms or have it as a document that can be sent as an attachment

    6 votes

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    1 comment  ·  Forms  ·  Admin →
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  6. Ability to add fields in forms and send to sign options

    I know it is in the works, but the ability to add documents as forms and insert fields to then send out for e-signatures directly with Job Nimbus would be extremely helpful. Don't particularly like Natural Forms.

    9 votes

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    0 comments  ·  Forms  ·  Admin →
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  7. Ability to access naturalForms from JobNimbus web app

    It would be really helpful to edit naturalForms documents from JobNimbus online. After filling out a form from Jobnimbus app with naturalForms, there is no way to edit the form except to go directly to NaturalForms to do the editing. That is not really efficient to have to bounce through multiple apps to get a form edited especially when you are with a client and have to sign in again to naturalForms and get the info.

    16 votes

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    Viewed  ·  1 comment  ·  Forms  ·  Admin →
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  8. Editable form / table builder / checklist builder

    A simple spreadsheet like form/table (editable columns/rows) with ability to insert dropdowns/text/checkboxes, etc in columns - so that we can create checklists for our crews and support personnel. Your table insert tool in the templates section almost does it - except we don't have full flexibility to modify/insert different functions.

    40 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Admin →
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  9. Improved naturalForms Integration (2 way data sync)

    I'd like to be able to use information gathered in forms from NaturalForms, meaning suck it back in so that info is now in JobNimbus, not just on a PDF attached to the customer in JobNimbus.

    Pull in data from the information added to a naturalForms document.

    22 votes

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    Viewed  ·  3 comments  ·  Forms  ·  Admin →
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