Documents, Photos, Forms & Attachments
29 results found
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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.
1 vote -
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.
2 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.
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.
6 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.
11 votes -
11 votes
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Forms to clients
Is it possible to send a form template to a customer to complete
17 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 -
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.
22 votes -
Populate documents from Forms
Add ability to populate documents using information entered on forms.
2 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.
30 votes -
2 votes
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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, download, and email forms
We want to be able to edit, download, and email the forms we create in JobNimbus
31 votes -
Download PDF of forms
Ability to download a filled out form as PDF
12 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 -
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.
17 votes -
Form Fields to Fill Custom Fields
Ability for answers to Forms questions be mapped to custom fields.
10 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.
12 votes -
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 votesThis functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
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